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Portfolio (Quarterly) Guide ↗

AVISO WEALTH MANAGEMENT

· CIK 0002011802
13F Portfolio $294M AUM 144 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 144 New
Page 4 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CEG CONSTELLATION ENERGY CORP Utilities 3,813.0 $947K 0.32% NEW $248.40 +14.8%
62 KLAC KLA CORP Technology 3,018.0 $911K 0.31% NEW $301.71 -42.7%
63 VCR VANGUARD WORLD FD 2,286.0 $907K 0.31% NEW $396.70 -1.4%
64 VBK VANGUARD INDEX FDS 2,407.0 $880K 0.30% NEW $365.74 -4.5%
65 VOT VANGUARD INDEX FDS 2,867.0 $878K 0.30% NEW $306.36 -2.1%
66 PM PHILIP MORRIS INTL INC Consumer Defensive 4,795.0 $867K 0.30% NEW $180.91 +2.9%
67 ED CONSOLIDATED EDISON INC Utilities 7,777.0 $860K 0.29% NEW $110.64 -1.7%
68 UNP UNION PAC CORP Industrials 3,019.0 $821K 0.28% NEW $272.07 +6.3%
69 IEFA ISHARES TR 8,488.0 $820K 0.28% NEW $96.59 +4.5%
70 FSK FS KKR CAP CORP Financial Services 77,398.0 $813K 0.28% NEW $10.50 +17.4%
71 WMT WALMART INC Consumer Defensive 7,162.0 $811K 0.28% NEW $113.27 -4.3%
72 GEV GE VERNOVA INC Utilities 675.0 $794K 0.27% NEW $1175.58 -19.9%
73 PLTR PALANTIR TECHNOLOGIES INC Technology 6,389.0 $745K 0.25% NEW $116.67 +56.4%
74 VZ VERIZON COMMUNICATIONS INC Communication Services 17,209.0 $729K 0.25% NEW $42.34 +19.5%
75 PFE PFIZER INC Healthcare 29,775.0 $717K 0.24% NEW $24.08 +19.6%
76 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,342.0 $673K 0.23% NEW $501.70 +23.3%
77 VBR VANGUARD INDEX FDS 2,733.0 $664K 0.23% NEW $243.04 +1.6%
78 GILD GILEAD SCIENCES INC Healthcare 5,193.0 $656K 0.22% NEW $126.36 +19.7%
79 BX BLACKSTONE INC Financial Services 5,569.0 $655K 0.22% NEW $117.68 +17.0%
80 OKE ONEOK INC NEW Energy 7,383.0 $642K 0.22% NEW $86.95 +10.1%
Page 4 of 8  ·  144 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.4%
Healthcare 22.0%
Communication Services 11.2%
Financial Services 10.2%
Industrials 7.1%
Consumer Cyclical 6.2%
Consumer Defensive 4.3%
Energy 2.9%
Utilities 2.2%
Real Estate 1.2%