13F Filings History of AVISO WEALTH MANAGEMENT

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$237,878,318
Signature - Title
Joyce Provost - Chief Compliance Officer
Location
Bellevue, WA
Summary
This page shows a list of all the recent 13F filings made by AVISO WEALTH MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AVISO WEALTH MANAGEMENT reported 146 stock holdings with total value $237,878,318 as of Q4 2025. Top holdings included AAPL, GOOGL, NVDA, META, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 146 $237,878,318 +$21,358,696 -$8,978,949 +$12,379,747 AAPL, GOOGL, NVDA, META, MSFT 13F-HR 13 Feb 2026, 14:42
Q3 2025 140 $229,405,699 +$7,491,678 -$9,484,031 -$1,992,353 AAPL, NVDA, NFLX, GOOGL, META 13F-HR 14 Nov 2025, 10:45
Q2 2025 144 $214,152,213 +$11,622,818 -$7,696,180 +$3,926,638 AAPL, NFLX, NVDA, META, MSFT 13F-HR 11 Aug 2025, 13:24
Q1 2025 136 $188,148,686 +$10,952,389 -$9,840,142 +$1,112,247 AAPL, NFLX, NVDA, META, GOOGL 13F-HR 08 May 2025, 17:48
Q4 2024 143 $196,025,838 +$16,000,912 -$11,278,281 +$4,722,631 AAPL, NVDA, NFLX, GOOGL, META 13F-HR 11 Feb 2025, 18:24
Q3 2024 145 $184,352,598 +$25,665,863 -$14,225,527 +$11,440,336 AAPL, NVDA, NFLX, META, GOOGL 13F-HR 07 Nov 2024, 14:42
Q2 2024 151 $168,461,479 +$19,260,836 -$7,544,272 +$11,716,564 AAPL, NVDA, GOOGL, NFLX, META 13F-HR 14 Aug 2024, 17:39
Q1 2024 148 $158,354,798 +$15,109,415 -$9,500,403 +$5,609,012 AAPL, NVDA, META, NFLX, MSFT 13F-HR 14 May 2024, 16:00
Q4 2023 147 $137,990,584 $0 $0 $0 AAPL, MSFT, GOOGL, NFLX, META 13F-HR 13 Feb 2024, 14:39