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Aviso Wealth Management

Portfolio Manager
Aviso Wealth Management
Performance
-6.33% (2026 Q1)
AUM (13F)
$221.86M
# of Holdings
140
Performance Rank
Allocation (Top 20)
56.79%

Aviso Wealth Management Holdings Map

Top 50 Aviso Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
8.3%72.5K$18.4M
-7.38%(-5.78K)
2025-Q1: 79.4K shares2025-Q2: 79.8K shares2025-Q3: 79.3K shares2025-Q4: 78.3K shares2026-Q1: 72.5K shares
$183.65(+68.05%)
2026-03-31
NVDA
NVIDIA CORPORATION
5.35%68.1K$11.9M
-0.69%(-476)
2025-Q1: 76.5K shares2025-Q2: 75.3K shares2025-Q3: 70.7K shares2025-Q4: 68.5K shares2026-Q1: 68.1K shares
$46.51(+318.89%)
2026-03-31
GOOGL
ALPHABET INC
5.27%40.6K$11.7M
-3.83%(-1.62K)
2025-Q1: 44.3K shares2025-Q2: 44.8K shares2025-Q3: 43.8K shares2025-Q4: 42.3K shares2026-Q1: 40.6K shares
$140.10(+156.90%)
2026-03-31
NFLX
NETFLIX INC
3.95%91.2K$8.8M
+1.26%(+1.13K)
2025-Q1: 10.5K shares2025-Q2: 9.6K shares2025-Q3: 9.1K shares2025-Q4: 90.0K shares2026-Q1: 91.2K shares
$44.44(+74.72%)
2026-03-31
META
META PLATFORMS INC CL A
3.6%14.0K$8.0M
+1.76%(+242)
2025-Q1: 13.7K shares2025-Q2: 14.1K shares2025-Q3: 13.6K shares2025-Q4: 13.7K shares2026-Q1: 14.0K shares
$350.55(+66.28%)
2026-03-31
MSFT
MICROSOFT CORP
3.21%19.2K$7.1M
+5.48%(+998)
2025-Q1: 17.4K shares2025-Q2: 18.2K shares2025-Q3: 18.4K shares2025-Q4: 18.2K shares2026-Q1: 19.2K shares
$362.32(+7.78%)
2026-03-31
AMZN
AMAZON COM INC
3.2%34.1K$7.1M
+2.96%(+983)
2025-Q1: 30.7K shares2025-Q2: 31.7K shares2025-Q3: 32.4K shares2025-Q4: 33.2K shares2026-Q1: 34.1K shares
$150.23(+61.54%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
2.3%5.1K$5.1M
+9.29%(+435)
2025-Q1: 3.1K shares2025-Q2: 3.7K shares2025-Q3: 4.1K shares2025-Q4: 4.7K shares2026-Q1: 5.1K shares
$753.72(+26.26%)
2026-03-31
TFLR
T. ROWE PRICE ETF INC
2.18%96.0K$4.8M
+0.23%(+225)
2025-Q1: 69.1K shares2025-Q2: 74.8K shares2025-Q3: 83.7K shares2025-Q4: 95.8K shares2026-Q1: 96.0K shares
$51.52(-2.07%)
2026-03-31
LLY
ELI LILLY & CO
2.1%5.1K$4.7M
+2.05%(+102)
2025-Q1: 2.1K shares2025-Q2: 3.7K shares2025-Q3: 4.7K shares2025-Q4: 5.0K shares2026-Q1: 5.1K shares
$717.49(+69.19%)
2026-03-31

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