Joyce Provost

Aviso Wealth Management

Assets Managed

$221.863M

Holdings

140

Last Quarter

2026 - Q1

Filed Date

1d ago

Growth Rate

-6.73%(2Q avg: -1.51%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Aviso Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 140 positions.

Assets under management

The assets under management (AUM) of Aviso Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 221.863M in assets, with a quarterly growth rate of -6.73% and a 2-quarter average growth rate of -1.51%. The portfolio is managed by Joyce Provost, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Decreased -7.37%	8.3%	$18.405M 72,521 shares@ $253.8 avg price	Decreased -7.37%
NVDA Nvidia Corp Recent Activity Decreased -0.69%	5.36%	$11.871M 68,065 shares@ $174.41 avg price	Decreased -0.69%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -3.83%	5.27%	$11.69M 40,650 shares@ $287.57 avg price	Decreased -3.83%
NFLX Netflix Inc Recent Activity Increased 1.26%	3.96%	$8.764M 91,151 shares@ $96.16 avg price	Increased 1.26%
META Meta Platforms Inc-class A Recent Activity Increased 1.77%	3.61%	$7.987M 13,960 shares@ $572.15 avg price	Increased 1.77%
MSFT Microsoft Corp Recent Activity Increased 5.48%	3.21%	$7.112M 19,214 shares@ $370.18 avg price	Increased 5.48%
AMZN Amazon.com Inc Recent Activity Increased 2.97%	3.21%	$7.11M 34,137 shares@ $208.28 avg price	Increased 2.97%
COST Costco Wholesale Corp Recent Activity Increased 9.29%	2.3%	$5.101M 5,119 shares@ $996.45 avg price	Increased 9.29%
TFLR T Rowe Price Floating Rt Etf Recent Activity Increased 0.24%	2.18%	$4.837M 96,039 shares@ $50.37 avg price	Increased 0.24%
LLY Eli Lilly & Co Recent Activity Increased 2.06%	2.11%	$4.66M 5,066 shares@ $919.83 avg price	Increased 2.06%

1-10 of 140