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CIK: 0002011802
Total reported value
$258.5M
$258.5M
146 檔
25.2%
During the Q4 2025 filing period, Aviso Wealth Management (CIK: 0002011802) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $258.5M across 146 reported positions.
In Q4 2025, Aviso Wealth Management displayed an active expansion posture, initiating 11 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.95% | -0.21% | -1.26% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.56% | +0.16% | -3.57% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.37% | -0.12% | -3.06% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.81% | -0.48% | +0.73% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.70% | -0.38% | -1.21% | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 3.55% | -1.44% | +886.94% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.22% | -0.02% | +2.28% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.24% | +0.32% | +5.50% | |
| 9 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 2.07% | -0.11% | +14.48% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.98% | — | -0.45% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.97% | +0.02% | -4.62% | |
| 12 | GE | General Electric | Stock-Industrials | 1.80% | +0.25% | -11.07% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.80% | +0.09% | +2.49% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.74% | +0.03% | -1.48% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.70% | -0.14% | -1.80% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.70% | -0.36% | +13.17% | |
| 17 | UBER | Uber Technologies Inc | Stock-Industrials | 1.52% | -0.24% | +1.34% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | -0.30% | -5.88% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.45% | -0.16% | +19.93% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.36% | -0.64% | +6.86% | |
| 21 | BA | Boeing Co/the | Stock-Industrials | 1.24% | -0.10% | +70.93% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.15% | +0.24% | +4.24% | |
| 23 | MU | Micron Technology Inc | Stock-Tech | 1.12% | +2.56% | +0.08% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | -0.10% | +1.06% | |
| 25 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.99% | -0.24% | +58.56% | |
| 26 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.97% | -0.18% | +12.15% | |
| 27 | WFC | Wells Fargo & Co | Stock-Financials | 0.96% | -0.10% | +0.83% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | — | +0.44% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.41% | +1.59% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.85% | — | -7.52% | |
| 31 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.84% | +1.30% | -0.33% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.82% | -0.02% | — | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.78% | +0.21% | +7.09% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.75% | -0.12% | -18.40% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.16% | -11.97% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.67% | -0.12% | +4.50% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.66% | +0.12% | -3.60% | |
| 38 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.63% | +0.36% | -7.56% | |
| 39 | PWR | Quanta Services Inc | Stock-Industrials | 0.60% | +0.06% | — | |
| 40 | LADR | Ladder Capital Corp-reit | Stock-Other | 0.58% | -0.06% | -1.22% | |
| 41 | CEG | Constellation Energy | Stock-Utilities | 0.58% | -0.12% | -9.78% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.56% | +0.09% | +4.01% | |
| 43 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.56% | -0.07% | -0.10% | |
| 44 | USB | US Bancorp | Stock-Financials | 0.55% | -0.02% | -18.88% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.53% | -0.50% | EXIT | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | +0.12% | -1.82% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.02% | +13.95% | |
| 48 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.50% | -0.22% | +0.11% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.01% | +3.48% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | -0.05% | -17.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -3.57% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.7% | +5.50% | Add |
| 3 | BA | Boeing Co/the | +0.5% | +70.93% | Add |
| 4 | ISRG | Intuitive Surgical Inc | +0.5% | +58.56% | Add |
| 5 | MU | Micron Technology Inc | +0.4% | +0.08% | Add |
| 6 | HON | Honeywell International Inc | +0.2% | +99.66% | Add |
| 7 | MA | Mastercard Inc - A | +0.2% | +19.93% | Add |
| 8 | TFLR | T Rowe Price Floating Rt ETF | +0.2% | +14.48% | Add |
| 9 | AAPL | Apple Inc | +0.2% | -1.26% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.1% | +2.28% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | -0.45% | Trim |
| 12 | SCHW | Schwab (charles) CORP | +0.1% | +12.15% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +4.24% | Add |
| 14 | STX | Seagate Technology Holdings plc | +0.1% | -0.33% | Trim |
| 15 | AMD | Advanced Micro Devices | +0.1% | +16.12% | Add |
| 16 | BAC | Bank Of America CORP | +0.1% | +7.09% | Add |
| 17 | COF | Capital One Financial CORP | +0.1% | +30.57% | Add |
| 18 | WFC | Wells Fargo & Co | +0.1% | +0.83% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | -3.60% | Trim |
| 20 | COST | Costco Wholesale CORP | 0% | +13.17% | Add |
| 21 | KHC | Kraft Heinz Co/the | -0.1% | -14.35% | Trim |
| 22 | MDLZ | Mondelez International Inc-a | -0.1% | -25.71% | Trim |
| 23 | URI | United Rentals Inc | -0.1% | -2.31% | Trim |
| 24 | ORCL | Oracle CORP | -0.2% | +13.95% | Add |
| 25 | CMCSA | Comcast Corp-class A | -0.2% | -25.33% | Trim |
| 26 | GE | General Electric | -0.3% | -11.07% | Trim |
| 27 | HD | Home Depot Inc | -0.3% | -11.97% | Trim |
| 28 | MSTR | Strategy Inc | -0.3% | — | Unchanged |
| 29 | UBER | Uber Technologies Inc | -0.3% | +1.34% | Add |
| 30 | ETN | Eaton Corporation plc | -0.4% | -18.40% | Trim |
| 31 | NVDA | Nvidia CORP | -0.4% | -3.06% | Trim |
| 32 | NOC | Northrop Grumman CORP | -0.4% | -52.33% | Trim |
| 33 | MSFT | Microsoft CORP | -0.5% | -1.21% | Trim |
| 34 | META | Meta Platforms Inc-class A | -0.6% | +0.73% | Add |
| 35 | NFLX | Netflix Inc | -1.2% | +886.94% | Add |
| 36 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 37 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 38 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 39 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 40 | PPL | Ppl CORP | — | EXIT | Sold out |
| 41 | BPRE | Bluerock Private Real Estate | — | NEW | New buy |
| 42 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 43 | 6D8 | Dupont De Nemours Inc | — | EXIT | Sold out |
| 44 | T | At&t Inc | — | NEW | New buy |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | EXIT | Sold out |
| 46 | MSIF | Msc Income Fund Inc | — | NEW | New buy |
| 47 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 48 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | — | EXIT | Sold out |
| 49 | TEX | Terex CORP | — | NEW | New buy |
| 50 | MS | Morgan Stanley | — | NEW | New buy |
According to official SEC Form 13F filings, Aviso Wealth Management reported a total U.S. public equity portfolio value of $258.5M across 146 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, NVDA) accounted for 25.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
IWB
市值: $1.9M
Top Position Liquidated / Trimmed
PPL
前期市值: $298.7K
During Q4 2025, Aviso Wealth Management's top holdings by market value included AAPL (8.9%)、GOOGL (5.6%)、NVDA (5.4%). The largest single position, AAPL, represented 8.9% of total portfolio value.
In Q4 2025, Aviso Wealth Management made 49 total portfolio adjustments, initiating 11 new buys, adding to 19 positions, trimming 15 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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