Q2 2026 13F · SEC CIK 2033534

Aviso Financial Inc.

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.9B
Reported positions: 273
Holdings vs S&P 500, 3 yrs: —
Average holding period: 2.2 yrs

Aviso Financial Inc. is a wealth manager that reported 273 positions worth $2.9B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Toronto Dominion Bk Ont (TD, 6.8%), Bank of Montreal (BMO, 6.0%), Alphabet Inc (GOOG, 4.7%).

Aviso Financial Inc. holdings largest 50 of 273 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Aviso Financial Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TDToronto Dominion Bk Ont	6.8%	5.6%	1,608,236	-5.0%	$195.5M
BMOBank of Montreal	6.0%	4.8%	973,584	-2.6%	$172.0M
GOOGAlphabet Inc	4.7%	4.0%	381,295	-2.2%	$134.7M
AVGOBroadcom Inc	3.7%	3.1%	285,420	+0.1%	$107.8M
CNQCanadian Nat Res Ltd Med Ter	3.5%	4.6%	2,577,292	-3.8%	$101.9M
VVisa Inc	3.4%	3.2%	288,711	-3.0%	$99.1M
CPCanadian Pacific Kansas City	3.3%	3.1%	1,090,676	-1.4%	$94.5M
BNBrookfield Corp	3.2%	3.1%	2,145,349	-0.8%	$91.5M
ITOTIshares Tr	2.9%	2.4%	511,817	+9.9%	$84.1M
AMZNAmazon Com Inc	2.9%	2.6%	349,613	-0.0%	$83.3M
MSFTMicrosoft Corp	2.8%	3.0%	215,313	-4.2%	$80.3M
ENBEnbridge Inc	2.7%	2.9%	1,455,454	-3.5%	$78.9M
CMCanadian Imperial Bank of Co	2.7%	2.4%	675,677	-6.7%	$77.8M
FNVFranco Nev Corp	2.7%	4.4%	371,956	-25.3%	$77.6M
JPMJpmorgan Chase & Co	2.6%	2.4%	228,890	-1.7%	$74.9M
TMOThermo Fisher Scientific Inc	2.6%	2.6%	146,565	-2.1%	$73.5M
IXUSIshares Tr	2.5%	2.1%	745,177	+9.2%	$71.1M
QSRRestaurant Brands Intl Inc	2.5%	2.6%	980,833	-1.0%	$71.1M
MITSFMitsubishi Ufj Financial Gro	2.4%	2.1%	3,407,528	-1.1%	$67.8M
LINLinde PLC	2.2%	2.2%	124,113	-0.7%	$64.4M
RELXRelx PLC	2.0%	2.1%	1,791,223	-0.3%	$56.7M
SHWSherwin Williams Co	1.9%	1.9%	160,791	-1.9%	$55.4M
WPMWheaton Precious Metals Corp	1.9%	1.3%	478,665	+73.6%	$53.8M
SPGIS&p Global Inc	1.8%	1.8%	125,704	+3.8%	$51.2M
RYRoyal Bk Cda	1.7%	1.6%	241,259	-12.8%	$49.9M
SAPGFSap SE	1.6%	1.8%	289,401	-3.0%	$44.6M
SPYState Str Spdr S&p 500 ETF T	1.5%	1.4%	57,737	-5.6%	$43.1M
RMDResmed Inc	1.4%	1.7%	209,744	-0.8%	$40.9M
BRK-BBerkshire Hathaway Inc Del	1.3%	—	76,076	—	$38.1M
GOOGLAlphabet Inc	0.9%	0.8%	70,428	-15.1%	$25.2M
BNSBank Nova Scotia B C	0.8%	0.8%	268,713	-12.9%	$23.3M
AAPLApple Inc	0.7%	0.6%	71,450	+4.4%	$20.7M
BIPBrookfield Infrastructure Pa	0.7%	0.6%	547,989	+13.3%	$20.0M
TRPTc Energy Corp	0.6%	0.7%	260,025	-12.9%	$17.2M
CNICanadian Natl Ry Co	0.6%	0.6%	143,847	-11.4%	$17.2M
EMAEmera Inc	0.5%	0.5%	274,692	+0.8%	$14.6M
ASMLAsml Hldg NV	0.4%	0.3%	6,099	+0.4%	$12.1M
TFIITfi International Inc	0.4%	0.3%	76,461	-7.4%	$11.0M
TJXTjx Cos Inc New	0.3%	0.4%	63,155	-9.8%	$9.6M
COSTCostco Wholesale Corporation	0.3%	0.4%	10,132	-20.0%	$9.5M
RBARb Global Inc	0.3%	0.3%	81,262	-11.0%	$9.5M
JNJJohnson & Johnson	0.3%	0.3%	36,682	+11.2%	$9.3M
GIBCgi Inc	0.3%	0.4%	144,085	-5.0%	$9.3M
WMBWilliams Cos	0.3%	0.3%	121,110	+2.4%	$9.0M
SHOPShopify Inc	0.3%	—	67,661	—	$7.7M
SUSuncor Energy Inc New	0.3%	0.4%	140,676	-17.1%	$7.6M
METAMeta Platforms Inc	0.3%	0.3%	13,370	-0.3%	$7.5M
AMEAmetek Inc	0.2%	—	29,594	—	$7.2M
MAMastercard Incorporated	0.2%	—	12,986	—	$6.7M
NVDANvidia Corporation	0.2%	—	32,881	—	$6.6M

What Aviso Financial Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

WPM Wheaton Precious Metals Corp+73.6% shares
BIP Brookfield Infrastructure Pa+13.3% shares
JNJ Johnson & Johnson+11.2% shares
ITOT Ishares Tr+9.9% shares
IXUS Ishares Tr+9.2% shares

Reduced

FNV Franco Nev Corp-25.3% shares
COST Costco Wholesale Corporation-20.0% shares
SU Suncor Energy Inc New-17.1% shares
GOOGL Alphabet Inc-15.1% shares
TRP Tc Energy Corp-12.9% shares
BNS Bank Nova Scotia B C-12.9% shares
RY Royal Bk Cda-12.8% shares
CNI Canadian Natl Ry Co-11.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.9B	273
Q1 2026	$2.8B	337
Q4 2025	$2.6B	345
Q3 2025	$2.5B	345
Q2 2025	$2.2B	350
Q1 2025	$2.0B	350
Q4 2024	$2.0B	357
Q3 2024	$2.0B	358
Q2 2024	$1.8B	355

Questions about Aviso Financial Inc.'s portfolio

What stocks does Aviso Financial Inc. own?

Aviso Financial Inc.'s latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 273 positions worth $2.9B. The largest are Toronto Dominion Bk Ont (TD) at 6.8%, Bank of Montreal (BMO) at 6.0%, Alphabet Inc (GOOG) at 4.7%, Broadcom Inc (AVGO) at 3.7% and Canadian Nat Res Ltd Med Ter (CNQ) at 3.5%.

What did Aviso Financial Inc. buy last quarter?

In Q2 2026, Aviso Financial Inc. added Wheaton Precious Metals Corp (WPM) (+73.6% shares), Brookfield Infrastructure Pa (BIP) (+13.3% shares) and Johnson & Johnson (JNJ) (+11.2% shares), compared with its Q1 2026 filing.

What did Aviso Financial Inc. sell last quarter?

In Q2 2026, Aviso Financial Inc. cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Ea Series Trust (BOXX), cut from its top 50 Agnico Eagle Mines Ltd (AEM), cut from its top 50 Waste Connections Inc (WCN), cut from its top 50 Cme Group Inc (CME), Franco Nev Corp (FNV) (-25.3% shares), Costco Wholesale Corporation (COST) (-20.0% shares) and Suncor Energy Inc New (SU) (-17.1% shares), compared with its Q1 2026 filing.

When is Aviso Financial Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Aviso Financial Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.