account_balance
Investment manager · 13F filer · SEC CIK 2011802
Aviso Wealth Management
Reported value$261Mas of Sep 30, 2026
Positions138 2 new, 8 sold out
Top 10 weight41.9%AAPL alone is 9%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
9.0%Trimmed −2%
NVDANVIDIA Corp
5.8%
GOOGLAlphabet Inc.
5.1%
METAMeta Platforms, Inc.
4.0%
MSFTMicrosoft Corp
3.9%Added +2%
MUMicron Technology Inc
3.7%Added +2%
AMZNAmazon.com Inc
3.3%
NFLXNetflix Inc
2.4%
TFLRT Rowe Price Exchange-Traded
2.4%Added +15%
STXSeagate Technology Holdings PLC
2.3%Trimmed −2%
LLYELI Lilly & Co
2.2%Trimmed −3%
ABBVAbbVie Inc.
2.1%
AAPLApple Inc.
9.0%Trimmed −2%
NVDANVIDIA Corp
5.8%
GOOGLAlphabet Inc.
5.1%
METAMeta Platforms, Inc.
4.0%
MSFTMicrosoft Corp
3.9%+2%
MUMicron Technology Inc
3.7%
AMZNAmazon.com Inc
3.3%
NFLXNetflix Inc
2.4%
TFLRT Rowe Price Exchange-Traded
2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 9.0% Trimmed −2%NVDA NVIDIA Corp 5.8% HeldGOOGL Alphabet Inc. 5.1% HeldMETA Meta Platforms, Inc. 4.0% HeldMSFT Microsoft Corp 3.9% Added +2%MU Micron Technology Inc 3.7% Added +2%AMZN Amazon.com Inc 3.3% HeldNFLX Netflix Inc 2.4% Held
TFLR T Rowe Price Exchange-Traded 2.4% Added +15%
STX Seagate Technology Holdings PLC 2.3% Trimmed −2%LLY ELI Lilly & Co 2.2% Trimmed −3%ABBV AbbVie Inc. 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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