MondegarAI
AVISO WEALTH MANAGEMENT

Q4 2025 · 13F-HR

AVISO WEALTH MANAGEMENTholdings as filed

Filed 2026-02-13 · accession 0002011802-26-000001

$237.9M
Reported value
146
Positions
2025-12-31
Period end
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The Brief · AVISO WEALTH MANAGEMENT · Q4 2025

AI · grounded in 13F

AVISO WEALTH MANAGEMENT established a new position in IWB valued at $1.94M. The fund increased its holdings in BA by 70.93% and ISRG by 58.56%. Conversely, the manager trimmed its position in NOC by 52.33%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$21.3M8.95%78,296CommonNONE
02079K305GOOGLALPHABET INC$13.2M5.56%42,270CommonNONE
67066G104NVDANVIDIA CORPORATION$12.8M5.37%68,541CommonNONE
30303M102METAMETA PLATFORMS INC$9.1M3.81%13,718CommonNONE
594918104MSFTMICROSOFT CORP$8.8M3.70%18,216CommonNONE
64110L106NFLXNETFLIX INC$8.4M3.55%90,019CommonNONE
023135106AMZNAMAZON COM INC$7.7M3.22%33,154CommonNONE
532457108LLYELI LILLY & CO$5.3M2.24%4,964CommonNONE
87283Q883TFLRT ROWE PRICE ETF INC$4.9M2.07%95,814CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$4.7M1.98%5,347CommonNONE
88160R101TSLATESLA INC COM$4.7M1.97%10,422CommonNONE
369604301GEGE AEROSPACE$4.3M1.80%13,903CommonNONE
00287Y109ABBVABBVIE INC$4.3M1.80%18,730CommonNONE
11135F101AVGOBROADCOM INC$4.1M1.74%11,931CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.1M1.70%8,064CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$4.0M1.70%4,684CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3.6M1.52%44,226CommonNONE
478160104JNJJOHNSON & JOHNSON$3.5M1.49%17,101CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3.5M1.45%6,059CommonNONE
166764100CVXCHEVRON CORPORATION$3.2M1.36%21,298CommonNONE
097023105BABOEING CO$2.9M1.24%13,572CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.7M1.15%9,031CommonNONE
595112103MUMICRON TECHNOLOGY INC$2.7M1.12%9,311CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.4M1.02%7,522CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$2.4M0.99%4,159CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2.3M0.97%23,160CommonNONE
949746101WMT2WELLS FARGO & CO$2.3M0.96%24,613CommonNONE
92826C839VVISA INC$2.1M0.88%5,945CommonNONE
30231G102XOMEXXON MOBIL CORP$2.1M0.87%17,167CommonNONE
46090E103QQQINVESCO QQQ TR$2.0M0.85%3,283CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PLC$2.0M0.84%7,234CommonNONE
464287622IWBISHARES TR$1.9M0.82%5,200CommonNONE
060505104BACBANK AMERICA CORP$1.8M0.78%33,533CommonNONE
G29183103ETNEATON CORP PLC$1.8M0.75%5,564CommonNONE
437076102HDHOME DEPOT INC$1.7M0.72%5,008CommonNONE
65339F101NEENEXTERA ENERGY INC$1.6M0.67%19,731CommonNONE
149123101CATCATERPILLAR INC$1.6M0.66%2,729CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.5M0.63%3,181CommonNONE
74762E102QUREQUANTA SVCS INC$1.4M0.60%3,376CommonNONE
505743104LADRLADDER CAP CORP$1.4M0.58%126,525CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.4M0.58%3,885CommonNONE
92204A702VGTVANGUARD WORLD FD$1.3M0.56%1,763CommonNONE
302635206FSKFS KKR CAP CORP$1.3M0.56%89,658CommonNONE
902973304USBUS BANCORP$1.3M0.55%24,446CommonNONE
438516106HONHONEYWELL INTL INC$1.3M0.53%6,517CommonNONE
713448108PEPPEPSICO INC$1.2M0.52%8,634CommonNONE
68389X105ORCLORACLE CORP$1.2M0.51%6,231CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC$1.2M0.50%14,554CommonNONE
922908736VUGVANGUARD INDEX FDS$1.2M0.49%2,409CommonNONE
58933Y105MRKMERCK & CO INC$1.1M0.47%10,593CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$1.1M0.46%41,982CommonNONE
30161N101EXCEXELON CORP$1.1M0.45%24,648CommonNONE
911363109URIUNITED RENTALS INC$1.0M0.43%1,268CommonNONE
172967424CCITIGROUP INC$951,1710.40%8,151CommonNONE
92204A108VCRVANGUARD WORLD FD$914,8960.38%2,322CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$914,6650.38%1,578CommonNONE
025816109AXPAMERICAN EXPRESS CO$909,8830.38%2,459CommonNONE
79466L302CRMSALESFORCE INC$907,0860.38%3,424CommonNONE
09260D107BXBLACKSTONE INC$900,4480.38%5,841CommonNONE
20030N101CMCSACOMCAST CORP NEW$886,1450.37%29,646CommonNONE
81762P102NOWSERVICENOW INC$884,2130.37%5,772CommonNONE
209115104EDCONSOLIDATED EDISON INC$870,2310.37%8,761CommonNONE
907818108UNPUNION PAC CORP$868,8030.37%3,755CommonNONE
931142103WMTWALMART INC$851,7010.36%7,644CommonNONE
717081103PFEPFIZER INC$849,2020.36%34,104CommonNONE
742718109PGPROCTER & GAMBLE CO$847,4940.36%5,913CommonNONE
031162100AMGNAMGEN INC$837,6440.35%2,559CommonNONE
02079K107GOOGALPHABET INC$827,1770.35%2,636CommonNONE
17275R102CSCOCISCO SYS INC$816,3400.34%10,597CommonNONE
500754106KHCKRAFT HEINZ CO$803,2330.34%33,123CommonNONE
922908538VOTVANGUARD INDEX FDS$800,4600.34%2,867CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$764,5170.32%18,770CommonNONE
46432F842IEFAISHARES TR$732,2300.31%8,185CommonNONE
922908595VBKVANGUARD INDEX FDS$727,2640.31%2,407CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$718,5440.30%1,260CommonNONE
922908363VOOVANGUARD INDEX FDS$691,0970.29%1,102CommonNONE
718172109PMPHILIP MORRIS INTL INC$673,8620.28%4,201CommonNONE
594972408MSTRSTRATEGY INC$657,9440.28%4,330CommonNONE
370334104GISGENERAL MILLS INC$656,2050.28%14,111CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$632,4140.27%2,953CommonNONE
14040H105COFCAPITAL ONE FINL CORP$619,0290.26%2,554CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$599,7970.25%112CommonNONE
539830109LMTLOCKHEED MARTIN CORP$580,4580.24%1,200CommonNONE
375558103GILDGILEAD SCIENCES INC$577,8080.24%4,707CommonNONE
922908611VBRVANGUARD INDEX FDS$568,7680.24%2,685CommonNONE
747525103QCOMQUALCOMM INC$565,7690.24%3,307CommonNONE
682680103OKEONEOK INC NEW$555,4330.23%7,556CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$551,5580.23%3,103CommonNONE
922908512VOEVANGUARD INDEX FDS$550,5610.23%3,104CommonNONE
038222105AMATAPPLIED MATLS INC$530,3600.22%2,063CommonNONE
78464A409SPYGSPDR SERIES TRUST$527,6570.22%4,945CommonNONE
00724F101ADBEADOBE INC$508,8850.21%1,454CommonNONE
75513E101RTXRTX CORPORATION$496,5010.21%2,707CommonNONE
855244109SBUXSTARBUCKS CORP$492,8950.21%5,853CommonNONE
16411R208LNGCHENIERE ENERGY INC$483,9180.20%2,489CommonNONE
863667101SYKSTRYKER CORPORATION$480,4590.20%1,367CommonNONE
82706C108SIMOSILICON MOTION TECHNOLOGY CORP$476,3790.20%5,138CommonNONE
922908769VTIVANGUARD INDEX FDS$472,0600.20%1,408CommonNONE
464287408IVEISHARES TR$462,9240.19%2,182CommonNONE
093671105HRBBLOCK H & R INC$460,2510.19%10,561CommonNONE
78464A508SPYVSPDR SERIES TRUST$457,1500.19%8,046CommonNONE
336433107FSLRFIRST SOLAR INC$446,7030.19%1,710CommonNONE
191216100KOCOCA COLA CO$436,5280.18%6,244CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$435,0090.18%1,317CommonNONE
443573100HUBSHUBSPOT INC$424,3750.18%1,057CommonNONE
609207105MDLZMONDELEZ INTL INC$389,4170.16%7,234CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$381,3040.16%494CommonNONE
883203101TXTTEXTRON INC$378,5220.16%4,342CommonNONE
580135101MCDMCDONALDS CORP$375,1950.16%1,227CommonNONE
461202103INTUINTUIT COM$362,3560.15%547CommonNONE
G54950103LINLINDE PLC$352,4110.15%826CommonNONE
254687106DISDISNEY WALT CO$351,4490.15%3,089CommonNONE
46434G103IEMGISHARES INC$340,6710.14%5,068CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$329,4770.14%2,276CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$315,4920.13%5,322CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$313,5350.13%1,168CommonNONE
94106L109WMWASTE MGMT INC DEL$311,1350.13%1,416CommonNONE
443201108HWMHOWMET AEROSPACE INC$300,6030.13%1,466CommonNONE
78409V104SPGIS&P GLOBAL INC$296,9290.12%568CommonNONE
09631P102BPREBLUEROCK PVT REAL ESTATE FD$294,2550.12%19,617CommonNONE
808625107SAICSCIENCE APPLICATIONS INTL CORP$294,1550.12%2,922CommonNONE
697435105PANWPALO ALTO NETWORKS INC$289,0100.12%1,569CommonNONE
464287655IWMISHARES TR$283,3300.12%1,151CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$280,9510.12%412CommonNONE
36828A101GEVGE VERNOVA INC$280,3820.12%429CommonNONE
46434V738IEURISHARES TR$278,7820.12%3,927CommonNONE
482480100KLACKLA CORP$275,8230.12%227CommonNONE
548661107LOWLOWES COS INC$274,6410.12%1,138CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$274,2900.12%926CommonNONE
872540109TJXTJX COS INC NEW$267,0060.11%1,738CommonNONE
00206R102TAT&T INC$264,2080.11%10,636CommonNONE
816851109SRESEMPRA$262,6630.11%2,975CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$249,6260.10%2,618CommonNONE
172755100CRUSCIRRUS LOGIC INC COM$246,4800.10%2,080CommonNONE
501044101KRKROGER CO$245,7470.10%3,933CommonNONE
20825C104COPCONOCOPHILLIPS$240,5020.10%2,569CommonNONE
16411Q101CQPCHENIERE ENERGY PARTNERS L P$226,5360.10%4,235CommonNONE
55374X208MSIFMSC INCOME FUND INC$224,3260.09%17,072CommonNONE
911312106UPSUNITED PARCEL SVCS INC$219,0230.09%2,208CommonNONE
922908744VTVVANGUARD INDEX FDS$215,2560.09%1,127CommonNONE
922908553VNQVANGUARD INDEX FDS$210,9570.09%2,383CommonNONE
03076C106AMPAMERIPRISE FINL INC$208,3950.09%425CommonNONE
880779103TEXTEREX CORP NEW$204,6230.09%3,833CommonNONE
617446448MSMORGAN STANLEY$203,4770.09%1,146CommonNONE
17259U204CIONCION INVT CORP$141,5010.06%14,632CommonNONE
H0036K147ADCTADC THERAPEUTICS SA$36,5110.02%10,343CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.