StockDriftsStockDriftsTop 50 Aviso Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 13.27% | 15.3K | $39.0M | -6.78%(-1.11K) | $155.79(+68.60%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.12% | 72.3K | $20.9M | -0.36%(-262) | $183.65(+66.98%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.78% | 39.3K | $14.0M | -3.37%(-1.37K) | $141.11(+149.08%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.61% | 67.6K | $13.5M | -0.69%(-469) | $46.51(+374.00%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.46% | 8.8K | $10.1M | -2.54%(-229) | $78.49(+998.29%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.8% | 34.5K | $8.2M | +0.97%(+330) | $150.89(+82.22%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.75% | 14.3K | $8.1M | +2.56%(+358) | $355.54(+67.85%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 2.5% | 19.6K | $7.3M | +2.23%(+429) | $362.40(+38.73%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC | 2.22% | 6.8K | $6.5M | -2.24%(-155) | $76.37(+966.63%) | 2026-06-30 | |
| NFLX | NETFLIX INC. | 2.21% | 90.8K | $6.5M | -0.41%(-372) | $44.44(+71.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +87.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +106.69% |
Aviso Wealth Management reports $293.56M in US-listed equity holdings across 144 positions in its most recent 13F filing. Its largest disclosed positions are JNJ (13.3%), AAPL (7.1%) and GOOGL (4.8%). The top 20 holdings account for 62.42% of reported assets. Its disclosed equity book has returned +87.00% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aviso Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011802). View Aviso Wealth Management’s 13F filings on SEC