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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 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 4,300.0 $68K 0.01% NEW $15.81 +13.3%
2 NGG NATIONAL GRID PLC Utilities 736.0 $62K 0.01% NEW $84.24 -5.7%
3 AZN ASTRAZENECA PLC Healthcare 197.0 $38K 0.01% NEW $192.89 -9.3%
4 GEO CALL GEO GROUP INC Industrials 2,000.0 $33K 0.01% NEW $16.50 +77.5%
5 DELL CALL DELL TECHNOLOGIES INC Technology 200.0 $32K 0.01% NEW $160.00 +155.9%
6 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 142.0 $17K 0.00% NEW $119.72 -10.5%
7 NSP INSPERITY INC Industrials 522.0 $14K 0.00% NEW $26.82 +35.0%
8 AQUESTIVE THERAPEUTICS INC 3,000.0 $12K 0.00% NEW $4.00
9 IRSA INVERSIONES Y REP S A 750.0 $12K 0.00% NEW $16.00
10 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 750.0 $11K 0.00% NEW $14.67 +18.8%
11 QFIN QFIN HOLDINGS INC Financial Services 750.0 $9K 0.00% NEW $12.00 +26.8%
12 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 500.0 $9K 0.00% NEW $18.00 +6.7%
13 PAVE GLOBAL X FDS 144.0 $7K 0.00% NEW $48.61 +20.5%
14 PPA INVESCO EXCHANGE TRADED FD T 41.0 $6K 0.00% NEW $146.34 +19.8%
15 IBB ISHARES TR 31.0 $5K 0.00% NEW $161.29 +7.7%
16 KBWB INVESCO EXCH TRADED FD TR II 74.0 $5K 0.00% NEW $67.57 +37.1%
17 PINNACLE FINL PARTNERS INC 62.0 $5K 0.00% NEW $80.65
18 CIBR FIRST TR EXCHANGE-TRADED FD 85.0 $5K 0.00% NEW $58.82 +43.7%
19 SGOL ETFS GOLD TR Financial Services 100.0 $4K 0.00% NEW $40.00 +0.4%
20 MDLN MEDLINE INC Healthcare 89.0 $3K 0.00% NEW $33.71 +6.6%
Page 1 of 7  ·  134 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%