AVISO WEALTH MANAGEMENT
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 237,878
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 229.4 K | 96.4% | 5.985 K | 0 | 5.985 K |
| ETFs | 8.52 K | 3.6% | 2.492 K | 0 | 2.492 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
237,878
Holdings
146
QoQ value change ($000)
8,472
(3.7%)
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.