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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $537M AUM 1,755 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 296 New 644 Added 198 Reduced 98 Exited
Page 3 of 33  ·  644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLK SELECT SECTOR SPDR TR 1,588.0 $302K 0.06% +1K +545.5% $190.18 -2.4%
42 DVN DEVON ENERGY CORP NEW Energy 6,912.0 $285K 0.05% +106.0 +1.6% $41.23 +16.0%
43 SOFI SOFI TECHNOLOGIES INC Financial Services 15,884.0 $284K 0.05% +5K +43.7% $17.88 -1.2%
44 SPY STATE STR SPDR S&P 500 ETF T Financial Services 367.0 $274K 0.05% +3.0 +0.8% $746.59 +2.8%
45 MRK MERCK & CO INC Healthcare 2,071.0 $266K 0.05% +115.0 +5.9% $128.44 +5.2%
46 C CITIGROUP INC Financial Services 1,894.0 $265K 0.05% +74.0 +4.1% $139.92 -1.6%
47 IWF ISHARES TR 2,052.0 $254K 0.05% +2K +428.9% $123.78 -0.6%
48 CSCO CISCO SYS INC Technology 2,047.0 $240K 0.04% +200.0 +10.8% $117.24 -4.8%
49 AMD ADVANCED MICRO DEVICES INC Technology 409.0 $237K 0.04% +25.0 +6.5% $579.46 -16.4%
50 PSX PHILLIPS 66 Energy 1,376.0 $232K 0.04% +15.0 +1.1% $168.60 +44.4%
51 AMGN AMGEN INC Healthcare 623.0 $225K 0.04% +21.0 +3.5% $361.16 +17.8%
52 MCD MCDONALDS CORP Consumer Cyclical 815.0 $220K 0.04% +19.0 +2.4% $269.94 -1.1%
53 DGRO ISHARES TR 2,852.0 $216K 0.04% +3K +823.0% $75.74 +5.2%
54 XLY SELECT SECTOR SPDR TR 1,841.0 $215K 0.04% +986.0 +115.3% $116.78 -0.4%
55 AXP AMERICAN EXPRESS CO Financial Services 605.0 $204K 0.04% +22.0 +3.8% $337.19 +0.4%
56 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 212.0 $198K 0.04% +10.0 +5.0% $933.96 +2.9%
57 KBR KBR INC Industrials 5,276.0 $182K 0.03% +3K +169.2% $34.50 +9.1%
58 MO ALTRIA GROUP INC Consumer Defensive 2,542.0 $182K 0.03% +135.0 +5.6% $71.60 -8.9%
59 IBM INTERNATIONAL BUSINESS MACHS Technology 599.0 $168K 0.03% +58.0 +10.7% $280.47 -17.0%
60 TXN TEXAS INSTRS INC Technology 560.0 $166K 0.03% +38.0 +7.3% $296.43 -8.2%
Page 3 of 33  ·  644 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 27.3%
Financial Services 15.1%
Consumer Cyclical 15.0%
Energy 14.1%
Industrials 9.4%
Healthcare 6.7%
Communication Services 4.9%
Consumer Defensive 3.1%
Utilities 1.8%
Real Estate 1.6%