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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 2 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FGD FIRST TR EXCHANGE-TRADED FD 988.0 $31K 0.01% NEW $31.38 +13.1%
22 FIXD FIRST TR EXCHNG TRADED FD VI 700.0 $30K 0.01% NEW $42.86 +0.2%
23 BMOP BNY MELLON ETF TRUST II 1,197.0 $30K 0.01% NEW $25.06 -1.4%
24 RDVI FIRST TR EXCHANGE-TRADED FD 1,033.0 $30K 0.01% NEW $29.04 +2.3%
25 CARNIVAL CORP LTD 702.0 $20K 0.00% NEW $28.49
26 POET POET TECHNOLOGIES INC Technology 1,900.0 $19K 0.00% NEW $10.00 -14.5%
27 CHPY TIDAL TRUST II 200.0 $17K 0.00% NEW $85.00 -18.1%
28 HONEYWELL INTL INC 72.0 $16K 0.00% NEW $222.22
29 AQST AQUESTIVE THERAPEUTICS INC Healthcare 4,000.0 $16K 0.00% NEW $4.00 +8.0%
30 HYLS FIRST TR EXCHANGE-TRADED FD 391.0 $15K 0.00% NEW $38.36 +6.3%
31 BKNG BOOKING HOLDINGS INC Consumer Cyclical 86.0 $15K 0.00% NEW $174.42 +19.4%
32 MILLROSE PPTYS INC 500.0 $15K 0.00% NEW $30.00
33 CEREBRAS SYSTEMS INC 70.0 $15K 0.00% NEW $214.29
34 RYLD GLOBAL X FDS 1,000.0 $15K 0.00% NEW $15.00 +9.4%
35 COPX GLOBAL X FDS 200.0 $15K 0.00% NEW $75.00 +17.4%
36 HONEYWELL AEROSPACE INC 67.0 $14K 0.00% NEW $208.96
37 DX DYNEX CAP INC Real Estate 1,000.0 $13K 0.00% NEW $13.00 +1.8%
38 NXG NXG NEXTGEN INFRASTR INCM FD Financial Services 200.0 $12K 0.00% NEW $60.00 +0.1%
39 AMDY TIDAL TRUST II 200.0 $11K 0.00% NEW $55.00 -18.7%
40 OEF ISHARES TR 31.0 $11K 0.00% NEW $354.84 +6.9%
Page 2 of 15  ·  296 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%