1y return+17.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $158 against $157 in the S&P 500.2
Aviso Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| JNJJohnson & Johnson | $39.0M | 13.3% | −6.8% |
| AAPLApple Inc | $20.9M | 7.1% | |
| GOOGLAlphabet Inc | $14.0M | 4.8% | −3.4% |
| NVDANvidia Corporation | $13.5M | 4.6% | |
| MUMicron Technology Inc | $10.1M | 3.5% | −2.5% |
| AMZNAmazon Com Inc | $8.2M | 2.8% | |
| METAMeta Platforms Inc | $8.1M | 2.7% | +2.6% |
| MSFTMicrosoft Corp Com | $7.3M | 2.5% | +2.2% |
| Seagate Technology Hldngs PLCCUSIP G7997R103 | $6.5M | 2.2% | −2.2% |
| NFLXNetflix Inc. | $6.5M | 2.2% | |
| LLYEli Lilly & Co | $6.3M | 2.1% | +2.9% |
| GEGe Aerospace | $5.4M | 1.8% | |
| TFLRT Rowe Price Exchange-traded | $5.3M | 1.8% | +10.5% |
| GSGoldman Sachs Group Inc | $5.3M | 1.8% | −3.0% |
| ABBVAbbvie Inc | $5.1M | 1.7% | +5.2% |
| COSTCostco Wholesale Corporation | $5.0M | 1.7% | +4.7% |
| TSLATesla Inc | $4.7M | 1.6% | +4.4% |
| AVGOBroadcom Inc | $4.4M | 1.5% | −2.7% |
| TSMTaiwan Semiconductor Manufact | $4.0M | 1.3% | −2.4% |
| CVXChevron Corporation | $3.5M | 1.2% | −1.3% |
| MAMastercard Incorporated | $3.4M | 1.1% | +1.2% |
| BACBank Of Amer Corp | $3.2M | 1.1% | +19.6% |
| UBERUber Technologies Inc | $3.1M | 1.0% | −3.3% |
| BABoeing Co | $2.9M | 1.0% | −2.3% |
| BRK/BBerkshire Hathaway Inc Del | $2.8M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Seagate Technology Hldngs PLCCUSIP G7997R103 | December 31, 2023 | +1030.4% | $6.5M |
| SIMOSilicon Motion Technology Corp | December 31, 2023 | +444.0% | $1.7M |
| AMATApplied Matls Inc | December 31, 2024 | +344.6% | $1.9M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $13.5M |
| AMDAdvanced Micro Devices Inc | December 31, 2023 | +294.1% | $2.0M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $4.4M |
| PWRQuanta Svcs Inc | December 31, 2023 | +233.7% | $2.3M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2023 | +198.9% | $2.4M |
| GSGoldman Sachs Group Inc | December 31, 2023 | +162.2% | $5.3M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $14.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.1M
- CMCSAComcast Corp New was $243K
- SPGIS&p Global Inc was $236K
- KRKroger Co was $233K
- INTUIntuit was $214K
- Accenture PLC Ireland Shs Class ACUSIP G1151C101 was $209K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −4.1% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +11.7% | +10.5% |
| March 31, 2025 | −4.7% | −4.6% |
| December 31, 2024 | +3.9% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +4.7% | +4.0% |
| March 31, 2024 | +10.9% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Aviso Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011802&type=13F-HR&dateb=&owner=include&count=40CIK 2011802
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011802/000201180226000003/Filed August 5, 2026 · accession 0002011802-26-000003