AVISO WEALTH MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LADR | 126K | $1.23M |
 | NFLX | 91K | $8.76M |
 | FSK | 84K | $853.10K |
 | AAPL | 73K | $18.41M |
 | NVDA | 68K | $11.87M |
 | MSIF | 64K | $781.10K |
 | BAC | 47K | $2.31M |
 | UBER | 44K | $3.18M |
 | GOOGL | 41K | $11.69M |
 | AMZN | 34K | $7.11M |
 | PFE | 33K | $919.35K |
 | WFC | 26K | $2.07M |
 | EXC | 25K | $1.21M |
 | SCHW | 24K | $2.24M |
 | USB | 24K | $1.24M |
 | CVX | 21K | $4.41M |
 | NEE | 20K | $1.88M |
 | ABBV | 19K | $4.21M |
 | MSFT | 19K | $7.11M |
 | VZ | 17K | $841.80K |
Ladder Capital Corp
LADR
Shares Held
126K
Value
$1.23M
Netflix, Inc.
NFLX
Shares Held
91K
Value
$8.76M
FS KKR Capital Corp.
FSK
Shares Held
84K
Value
$853.10K
Apple Inc.
AAPL
Shares Held
73K
Value
$18.41M
NVIDIA Corporation
NVDA
Shares Held
68K
Value
$11.87M
MSC Income Fund, Inc.
MSIF
Shares Held
64K
Value
$781.10K
Bank of America Corporation
BAC
Shares Held
47K
Value
$2.31M
Uber Technologies, Inc.
UBER
Shares Held
44K
Value
$3.18M
Alphabet Inc.
GOOGL
Shares Held
41K
Value
$11.69M
Amazon.com, Inc.
AMZN
Shares Held
34K
Value
$7.11M
Pfizer Inc.
PFE
Shares Held
33K
Value
$919.35K
Wells Fargo & Company
WFC
Shares Held
26K
Value
$2.07M
Exelon Corporation
EXC
Shares Held
25K
Value
$1.21M
The Charles Schwab Corporation
SCHW
Shares Held
24K
Value
$2.24M
U.S. Bancorp
USB
Shares Held
24K
Value
$1.24M
Chevron Corporation
CVX
Shares Held
21K
Value
$4.41M
NextEra Energy, Inc.
NEE
Shares Held
20K
Value
$1.88M
AbbVie Inc.
ABBV
Shares Held
19K
Value
$4.21M
Microsoft Corporation
MSFT
Shares Held
19K
Value
$7.11M
Verizon Communications Inc.
VZ
Shares Held
17K
Value
$841.80K