AVISO WEALTH MANAGEMENT
AVISO WEALTH MANAGEMENT reported 144 positions worth $293.6M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: JNJ (13.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JNJ | SH | $39.0M | 13.27% | 15,337 | — | — | |
| ▸ 2 | AAPL | SH | $20.9M | 7.12% | 72,259 | — | — | |
| ▸ 3 | GOOGL | SH | $14.0M | 4.78% | 39,282 | — | — | |
| ▸ 4 | NVDA | SH | $13.5M | 4.61% | 67,596 | — | — | |
| ▸ 5 | MU | SH | $10.1M | 3.46% | 8,790 | — | — | |
| ▸ 6 | AMZN | SH | $8.2M | 2.80% | 34,467 | — | — | |
| ▸ 7 | META | SH | $8.1M | 2.75% | 14,318 | — | — | |
| ▸ 8 | MSFT | SH | $7.3M | 2.50% | 19,643 | — | — | |
| ▸ 9 | STX | SH | $6.5M | 2.22% | 6,751 | — | — | |
| ▸ 10 | NFLX | SH | $6.5M | 2.21% | 90,779 | — | — |
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Frequently Asked Questions
What stocks does AVISO WEALTH MANAGEMENT hold as of Q2 2026?
AVISO WEALTH MANAGEMENT reported 144 positions worth $293.6M in its Q2 2026 13F filing. Largest positions: JNJ (13.3%), AAPL (7.1%), GOOGL (4.8%), NVDA (4.6%) and MU (3.5%).
What did AVISO WEALTH MANAGEMENT buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did AVISO WEALTH MANAGEMENT sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.