13F Insight
DOSSIER · 13F-HR · Q1 2026

AVISO WEALTH MANAGEMENT

AVISO WEALTH's pension fund based in Stamford, CT — $222M in tracked AUM across 140 positions as of Q1 2026.

AW
AVISO WEALTH·Stamford, CT·Pension Fund
CIK 0002011802 · last filed Mar 31, 2026
Total AUM
$222M
▼ 9.7%
vs prior
Holdings
140
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Financials
50% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

AVISO WEALTH MANAGEMENT filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$18M73K8.3%
02
NVDA
NVIDIA CORPORATION
$12M68K5.4%
03
GOOGL
ALPHABET INC
$12M41K5.3%
04
NFLX
NETFLIX INC
$9M91K4.0%
05
META
META PLATFORMS INC CL A
$8M14K3.6%
06
MSFT
MICROSOFT CORP
$7M19K3.2%
07
AMZN
AMAZON COM INC
$7M34K3.2%
08
COST
COSTCO WHOLESALE CORPORATION
$5M5K2.3%
09
TFLR
T. ROWE PRICE ETF INC
$5M96K2.2%
10
LLY
ELI LILLY & CO
$5M5K2.1%

Filing history

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