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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $484M AUM 1,558 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 134 New 462 Added 255 Reduced 131 Exited
Page 1 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VUSB VANGUARD BD INDEX FDS 1,431,950.0 $71.3M 14.73% +122K +9.3% $49.78 -0.2%
2 VEU VANGUARD INTL EQUITY INDEX F 412,871.0 $31.0M 6.41% +43K +11.6% $75.10 +13.1%
3 BNDX VANGUARD CHARLOTTE FDS 550,277.0 $26.4M 5.46% +16K +3.0% $48.05 +0.6%
4 VYM VANGUARD WHITEHALL FDS 174,887.0 $25.9M 5.35% +3K +1.8% $148.10 +6.8%
5 VTI VANGUARD INDEX FDS 53,879.0 $17.3M 3.57% +1K +2.6% $320.79 +15.3%
6 VO VANGUARD INDEX FDS 49,233.0 $14.1M 2.92% +4K +9.8% $287.17 -72.1%
7 VUG VANGUARD INDEX FDS 25,954.0 $11.3M 2.34% +3K +11.3% $436.77 -80.1%
8 GLD SPDR GOLD TR Financial Services 13,648.0 $5.9M 1.21% +458.0 +3.5% $430.25 -10.0%
9 SCI SERVICE CORP INTL Consumer Cyclical 47,089.0 $3.9M 0.80% +617.0 +1.3% $82.50 -12.0%
10 HYG ISHARES TR 34,724.0 $2.8M 0.57% +15K +75.7% $79.54 +0.6%
11 TSLA TESLA INC Consumer Cyclical 6,381.0 $2.4M 0.49% +247.0 +4.0% $371.73 +7.7%
12 MSFT MICROSOFT CORP Technology 5,610.0 $2.1M 0.43% +951.0 +20.4% $370.05 +2.5%
13 GOOGL ALPHABET INC Communication Services 4,669.0 $1.3M 0.28% +128.0 +2.8% $287.43 +28.0%
14 CVX CHEVRON CORPORATION Energy 4,215.0 $872K 0.18% +81.0 +2.0% $206.88 -16.1%
15 SCHG SCHWAB STRATEGIC TR 25,348.0 $738K 0.15% +24K +1820.3% $29.11 +16.4%
16 WMT WALMART INC Consumer Defensive 5,706.0 $709K 0.15% +353.0 +6.6% $124.26 -5.7%
17 VDE VANGUARD WORLD FD 3,426.0 $592K 0.12% +25.0 +0.7% $172.80 -12.1%
18 UAL UNITED AIRLS HLDGS INC Industrials 6,433.0 $592K 0.12% +190.0 +3.0% $92.03 +28.6%
19 V VISA INC Financial Services 1,599.0 $483K 0.10% +24.0 +1.5% $302.06 +8.3%
20 SCHD SCHWAB STRATEGIC TR 13,859.0 $425K 0.09% +14K +8198.8% $30.67 +3.9%
Page 1 of 24  ·  462 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 22.6%
Energy 21.2%
Financial Services 15.8%
Consumer Cyclical 14.8%
Industrials 8.7%
Healthcare 5.1%
Communication Services 4.3%
Consumer Defensive 3.3%
Utilities 1.9%
Real Estate 1.5%