Aviso Wealth Management holds a focused book of 144 stocks worth $293.6M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened National Healthcare Pptys Inc and trimmed Johnson & Johnson. Their largest long position is Johnson & Johnson at 13% of the equity book. Cloning the disclosed picks since 2025 would be +17% (+21.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.3 points over this window.
Growth of $10,000 cloning Aviso Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Aviso Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 79 / 80 | $2.8T |
| MORGAN STANLEY | 79 / 80 | $648.8B |
| JPMORGAN CHASE & CO | 79 / 80 | $613.3B |
| ROYAL BANK OF CANADA | 79 / 80 | $179.5B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $166.0B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $95.1B |
| LPL Financial LLC | 79 / 80 | $65.7B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $62.5B |
Ranked by how many of Aviso Wealth Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Johnson & Johnson COM | $39.0M | 15.3K | 13.3% | ▼−6.8% Reduced · −1K sh | |
| 2 | Apple Inc COM | $20.9M | 72.3K | 7.1% | ▼−0.4% Reduced · −262 sh | |
| 3 | Alphabet Inc CAP STK CL A | $14.0M | 39.3K | 4.8% | ▼−3.4% Reduced · −1K sh | |
| 4 | Nvidia Corporation COM | $13.5M | 67.6K | 4.6% | ▼−0.7% Reduced · −469 sh | |
| 5 | Micron Technology Inc COM | $10.1M | 8.8K | 3.5% | ▼−2.5% Reduced · −229 sh | |
| 6 | Amazon Com Inc COM | $8.2M | 34.5K | 2.8% | ▲+1.0% Added · +330 sh | |
| 7 | Meta Platforms Inc CL A | $8.1M | 14.3K | 2.7% | ▲+2.6% Added · +358 sh | |
| 8 | Microsoft Corp Com COM | $7.3M | 19.6K | 2.5% | ▲+2.2% Added · +429 sh | |
| 9 | Seagate Technology HLDNGS PLC ORD SHS | $6.5M | 6.8K | 2.2% | ▼−2.2% Reduced · −155 sh | |
| 10 | Netflix Inc. COM | $6.5M | 90.8K | 2.2% | ▼−0.4% Reduced · −372 sh | |
| 11 | Eli Lilly & Co COM | $6.3M | 5.2K | 2.1% | ▲+2.9% Added · +148 sh | |
| 12 | Ge Aerospace COM NEW | $5.4M | 14.4K | 1.8% | ▲+0.4% Added · +56 sh | |
| 13 | T Rowe Price Exchange-Traded FLOATING RATE | $5.3M | 106.1K | 1.8% | ▲+11% Added · +10K sh | |
| 14 | Goldman Sachs Group Inc COM | $5.3M | 5.3K | 1.8% | ▼−3.0% Reduced · −162 sh | |
| 15 | Abbvie Inc COM | $5.1M | 20.4K | 1.7% | ▲+5.2% Added · +1K sh | |
| 16 | Costco Wholesale Corporation COM | $5.0M | 5.4K | 1.7% | ▲+4.7% Added · +239 sh | |
| 17 | Tesla Inc COM | $4.7M | 11.1K | 1.6% | ▲+4.4% Added · +469 sh | |
| 18 | Broadcom Inc COM | $4.4M | 11.8K | 1.5% | ▼−2.7% Reduced · −322 sh | |
| 19 | Taiwan Semiconductor Manufact SPONSORED ADS | $4.0M | 8.3K | 1.3% | ▼−2.4% Reduced · −202 sh | |
| 20 | Chevron Corporation COM | $3.5M | 21.0K | 1.2% | ▼−1.3% Reduced · −283 sh | |
| 21 | Mastercard Incorporated CL A | $3.4M | 6.6K | 1.1% | ▲+1.2% Added · +76 sh | |
| 22 | Bank Of Amer Corp COM | $3.2M | 56.6K | 1.1% | ▲+20% Added · +9K sh | |
| 23 | Uber Technologies Inc COM | $3.1M | 42.7K | 1.0% | ▼−3.3% Reduced · −1K sh | |
| 24 | Boeing Co COM | $2.9M | 13.3K | 1.0% | ▼−2.3% Reduced · −312 sh | |
| 25 | Berkshire Hathaway Inc Del CL B NEW | $2.8M | 5.6K | 1.0% | ▼−0.7% Reduced · −37 sh | |
| 26 | Crowdstrike Hldgs Inc CL A | $2.4M | 3.1K | 0.8% | ▼−1.5% Reduced · −48 sh | |
| 27 | Quanta Svcs Inc COM | $2.3M | 3.2K | 0.8% | ▼−4.0% Reduced · −135 sh | |
| 28 | Exxon Mobil Corp COM | $2.2M | 16.0K | 0.7% | ▼−2.7% Reduced · −440 sh | |
| 29 | Visa Inc COM CL A | $2.2M | 6.4K | 0.7% | ▲+2.6% Added · +159 sh | |
| 30 | Schwab Charles Corp COM | $2.1M | 23.3K | 0.7% | ▼−2.3% Reduced · −540 sh | |
| 31 | Wells Fargo & Co COM | $2.1M | 25.9K | 0.7% | ▼−0.1% Reduced · −18 sh | |
| 32 | Ishares TR RUS 1000 ETF | $2.1M | 5.2K | 0.7% | —Held | |
| 33 | JPMorgan Chase & Co COM | $2.1M | 6.4K | 0.7% | ▼−7.5% Reduced · −513 sh | |
| 34 | Advanced Micro Devices Inc COM | $2.0M | 3.5K | 0.7% | ▼−2.5% Reduced · −90 sh | |
| 35 | Applied Matls Inc COM | $1.9M | 2.7K | 0.7% | ▲+2.9% Added · +75 sh | |
| 36 | Pepsico Inc COM | $1.9M | 14.0K | 0.6% | ▲+61% Added · +5K sh | |
| 37 | NextEra Energy Inc COM | $1.9M | 21.4K | 0.6% | ▲+6.1% Added · +1K sh | |
| 38 | National Healthcare Pptys Inc COM CLASS A | $1.8M | 121.4K | 0.6% | ▲New New position | |
| 39 | Silicon Motion Technology Corp SPONSORED ADR | $1.7M | 5.1K | 0.6% | —Held | |
| 40 | Vanguard World FD INF TECH ETF | $1.7M | 13.9K | 0.6% | ▲+695% Added · +12K sh | |
| 41 | Intuitive Surgical Inc Com New COM NEW | $1.6M | 4.0K | 0.5% | ▼−2.3% Reduced · −94 sh | |
| 42 | Procter & Gamble Co COM | $1.5M | 10.6K | 0.5% | ▼−2.7% Reduced · −292 sh | |
| 43 | Eaton Corp PLC SHS | $1.5M | 3.5K | 0.5% | ▼−18% Reduced · −787 sh | |
| 44 | US Bancorp COM NEW | $1.4M | 23.0K | 0.5% | ▼−3.2% Reduced · −762 sh | |
| 45 | Unitedhealth Group Inc COM | $1.3M | 3.2K | 0.5% | ▲+85% Added · +1K sh | |
| 46 | MSC Income Fund Inc COM | $1.3M | 114.3K | 0.5% | ▲+78% Added · +50K sh | |
| 47 | Merck & Co Inc COM | $1.3M | 10.2K | 0.4% | ▼−0.7% Reduced · −68 sh | |
| 48 | Ladder Cap Corp CL A | $1.3M | 127.1K | 0.4% | ▲+1.1% Added · +1K sh | |
| 49 | Vanguard Index FDS GROWTH ETF | $1.2M | 14.4K | 0.4% | ▲+500% Added · +12K sh | |
| 50 | Caterpillar Inc COM | $1.2M | 1.2K | 0.4% | ▲+3.5% Added · +39 sh |
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011802/holdings"
Use Arkolith to show AVISO WEALTH MANAGEMENT's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.