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AVISO WEALTH MANAGEMENT

Q2 2026 13F filing

Updated 36 days ago

144 disclosed positions worth $293.6M

Portfolio value
$293.6M
Total holdings
144
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

J
1.JNJ

JOHNSON & JOHNSON

Value
$39M
Shares
15.3K
% Port
13.27%
A

APPLE INC

Value
$20.9M
Shares
72.3K
% Port
7.12%
G

ALPHABET INC

Value
$14M
Shares
39.3K
% Port
4.78%
N

NVIDIA CORPORATION

Value
$13.5M
Shares
67.6K
% Port
4.61%
M
5.MU

MICRON TECHNOLOGY INC

Value
$10.1M
Shares
8.8K
% Port
3.46%
A

AMAZON COM INC

Value
$8.2M
Shares
34.5K
% Port
2.80%
M

META PLATFORMS INC

Value
$8.1M
Shares
14.3K
% Port
2.75%
M

MICROSOFT CORP COM

Value
$7.3M
Shares
19.6K
% Port
2.50%
S
9.STX

SEAGATE TECHNOLOGY HLDNGS PLC

Value
$6.5M
Shares
6.8K
% Port
2.22%
N
10.NFLX

NETFLIX INC.

Value
$6.5M
Shares
90.8K
% Port
2.21%
L
11.LLY

ELI LILLY & CO

Value
$6.3M
Shares
5.2K
% Port
2.13%
G
12.GE

GE AEROSPACE

Value
$5.4M
Shares
14.4K
% Port
1.83%
?
13.N/A

T ROWE PRICE EXCHANGE-TRADED

Value
$5.3M
Shares
106.1K
% Port
1.82%
G

GOLDMAN SACHS GROUP INC

Value
$5.3M
Shares
5.3K
% Port
1.81%
A
15.ABBV

ABBVIE INC

Value
$5.1M
Shares
20.4K
% Port
1.75%
C
16.COST

COSTCO WHOLESALE CORPORATION

Value
$5M
Shares
5.4K
% Port
1.71%
T
17.TSLA

TESLA INC

Value
$4.7M
Shares
11.1K
% Port
1.60%
A
18.AVGO

BROADCOM INC

Value
$4.4M
Shares
11.8K
% Port
1.51%
T

TAIWAN SEMICONDUCTOR MANUFACT

Value
$4M
Shares
8.3K
% Port
1.35%
C
20.CVX

CHEVRON CORPORATION

Value
$3.5M
Shares
21.0K
% Port
1.19%
M
21.MA

MASTERCARD INCORPORATED

Value
$3.4M
Shares
6.6K
% Port
1.15%
B

BANK OF AMER CORP

Value
$3.2M
Shares
56.6K
% Port
1.10%
U
23.UBER

UBER TECHNOLOGIES INC

Value
$3.1M
Shares
42.7K
% Port
1.05%
B

BOEING CO

Value
$2.9M
Shares
13.3K
% Port
0.98%
B

BERKSHIRE HATHAWAY INC DEL

Value
$2.8M
Shares
5.6K
% Port
0.96%
C
26.CRWD

CROWDSTRIKE HLDGS INC

Value
$2.4M
Shares
3.1K
% Port
0.81%
P
27.PWR

QUANTA SVCS INC

Value
$2.3M
Shares
3.2K
% Port
0.79%
X
28.XOM

EXXON MOBIL CORP

Value
$2.2M
Shares
16.0K
% Port
0.75%
V
29.V

VISA INC

Value
$2.2M
Shares
6.4K
% Port
0.74%
S

SCHWAB CHARLES CORP

Value
$2.1M
Shares
23.3K
% Port
0.73%
W

WELLS FARGO & CO

Value
$2.1M
Shares
25.9K
% Port
0.73%
E
32.ETHA

ISHARES TR

Value
$2.1M
Shares
5.2K
% Port
0.73%
J

JPMORGAN CHASE & CO

Value
$2.1M
Shares
6.4K
% Port
0.71%
A
34.AMD

ADVANCED MICRO DEVICES INC

Value
$2M
Shares
3.5K
% Port
0.69%
A
35.AMAT

APPLIED MATLS INC

Value
$1.9M
Shares
2.7K
% Port
0.66%
P
36.PEP

PEPSICO INC

Value
$1.9M
Shares
14.0K
% Port
0.65%
N

NEXTERA ENERGY INC

Value
$1.9M
Shares
21.4K
% Port
0.64%
N
38.NHC

NATIONAL HEALTHCARE PPTYS INC

Value
$1.8M
Shares
121.4K
% Port
0.61%
S
39.SIMO

SILICON MOTION TECHNOLOGY CORP

Value
$1.7M
Shares
5.1K
% Port
0.58%
V
40.VGES

VANGUARD WORLD FD

Value
$1.7M
Shares
13.9K
% Port
0.57%
I
41.ISRG

INTUITIVE SURGICAL INC COM NEW

Value
$1.6M
Shares
4.0K
% Port
0.55%
P
42.PG

PROCTER & GAMBLE CO

Value
$1.5M
Shares
10.6K
% Port
0.53%
E
43.ETN

EATON CORP PLC

Value
$1.5M
Shares
3.5K
% Port
0.50%
U

US BANCORP

Value
$1.4M
Shares
23.0K
% Port
0.47%
U
45.UNH

UNITEDHEALTH GROUP INC

Value
$1.3M
Shares
3.2K
% Port
0.45%
M
46.MSIF

MSC INCOME FUND INC

Value
$1.3M
Shares
114.3K
% Port
0.45%
M
47.MRK

MERCK & CO INC

Value
$1.3M
Shares
10.2K
% Port
0.45%
L
48.LADR

LADDER CAP CORP

Value
$1.3M
Shares
127.1K
% Port
0.43%
V
49.VGES

VANGUARD INDEX FDS

Value
$1.2M
Shares
14.4K
% Port
0.42%
C
50.CAT

CATERPILLAR INC

Value
$1.2M
Shares
1.2K
% Port
0.42%