Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AVISO WEALTH MANAGEMENT (CIK 2011802) reported $221.9M across 138 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($18.4M, 8.30%), NVDA ($11.9M, 5.35%), GOOGL ($11.7M, 5.27%), NFLX ($8.8M, 3.95%), META ($8.0M, 3.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $18.4M | 8.30% | 72,521 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $11.9M | 5.35% | 68,065 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $11.7M | 5.27% | 40,650 | Trimmed |
| 4 | NFLX | NETFLIX INC | $8.8M | 3.95% | 91,151 | Added |
| 5 | META | META PLATFORMS INC CL A | $8.0M | 3.60% | 13,960 | Added |
| 6 | MSFT | MICROSOFT CORP | $7.1M | 3.21% | 19,214 | Added |
| 7 | AMZN | AMAZON COM INC | $7.1M | 3.20% | 34,137 | Added |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $5.1M | 2.30% | 5,119 | Added |
| 9 | TFLR | T. ROWE PRICE ETF INC | $4.8M | 2.18% | 96,039 | Added |
| 10 | LLY | ELI LILLY & CO | $4.7M | 2.10% | 5,066 | Added |
| 11 | GS | GOLDMAN SACHS GROUP INC | $4.6M | 2.06% | 5,414 | Added |
| 12 | CVX | CHEVRON CORPORATION | $4.4M | 1.99% | 21,332 | Added |
| 13 | ABBV | ABBVIE INC | $4.2M | 1.90% | 19,378 | Added |
| 14 | GE | GE AEROSPACE | $4.1M | 1.83% | 14,312 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $4.0M | 1.81% | 16,452 | Trimmed |
| 16 | TSLA | TESLA INC | $4.0M | 1.79% | 10,680 | Added |
| 17 | AVGO | BROADCOM INC | $3.7M | 1.69% | 12,082 | Added |
| 18 | MA | MASTERCARD INCORPORATED | $3.2M | 1.46% | 6,485 | Added |
| 19 | UBER | UBER TECHNOLOGIES INC | $3.2M | 1.43% | 44,158 | Trimmed |
| 20 | MU | MICRON TECHNOLOGY INC | $3.0M | 1.37% | 9,019 | Trimmed |
| 21 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.9M | 1.29% | 8,490 | Trimmed |
| 22 | XOM | EXXON MOBIL CORP | $2.8M | 1.26% | 16,474 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.7M | 1.23% | 5,672 | Trimmed |
| 24 | BA | BOEING CO | $2.7M | 1.22% | 13,631 | Added |
| 25 | STX | SEAGATE TECHNOLOGY HLDNGS PLC | $2.7M | 1.22% | 6,906 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31