AVISO WEALTH MANAGEMENT
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 293,564
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 144 | 293,564 | 13F-HR | AVISO WEALTH MANAGEMENT |
| Q1 2026 | 5/8/2026 | 140 | 221,863 | 13F-HR | AVISO WEALTH MANAGEMENT |
| Q4 2025 | 2/13/2026 | 146 | 237,878 | 13F-HR | AVISO WEALTH MANAGEMENT |
| Q3 2025 | 11/14/2025 | 140 | 229,406 | 13F-HR | AVISO WEALTH MANAGEMENT |
| Q2 2025 | 8/11/2025 | 144 | 214,152 | 13F-HR | AVISO WEALTH MANAGEMENT |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 278.9 K | 95.0% | 73.98 K | 0 | 73.98 K |
| ETFs | 14.62 K | 5.0% | 0 | 2.291 K | -2.291 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
293,564
Holdings
144
QoQ value change ($000)
71,701
(32.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.