AVISO WEALTH MANAGEMENT: 13F holdings
CIK 20118022026Q2
| Positions | 144 |
|---|---|
| Reported value | $293.6m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| JNJ JOHNSON & JOHNSON | 15,337 | $39.0m | 13.3% |
| AAPL APPLE INC | 72,259 | $20.9m | 7.1% |
| GOOGL ALPHABET INC | 39,282 | $14.0m | 4.8% |
| NVDA NVIDIA CORPORATION | 67,596 | $13.5m | 4.6% |
| MU MICRON TECHNOLOGY INC | 8,790 | $10.1m | 3.5% |
| AMZN AMAZON COM INC | 34,467 | $8.2m | 2.8% |
| META META PLATFORMS INC | 14,318 | $8.1m | 2.7% |
| MSFT MICROSOFT CORP COM | 19,643 | $7.3m | 2.5% |
| SEAGATE TECHNOLOGY HLDNGS PLC | 6,751 | $6.5m | 2.2% |
| NFLX NETFLIX INC. | 90,779 | $6.5m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011802")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.