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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 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMC ENTMT HLDGS INC 5.0 NEW
122 ADVANTAGE SOLUTIONS INC 31.0 NEW
123 AIR LEASE CORP 8.0 NEW
124 CAN FITE BIOFARMA LTD 5.0 NEW
125 EXICURE INC 120.0 NEW
126 AUTHID INC 325.0 NEW
127 ALT5 SIGMA CORP 362.0 NEW
128 BONK INC 162.0 NEW
129 MNTN INC 47.0 NEW
130 T3 DEFENSE INC 294.0 NEW
131 SKILLSOFT CORP 109.0 NEW
132 VENTURE GLOBAL INC 30.0 NEW
133 AMCOR PLC 12.0 NEW
134 EVEREST GROUP LTD 2.0 NEW
Page 7 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%