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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 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEA VANGUARD TAX-MANAGED FDS 917,970.0 $58.8M 12.15% -34K -3.6% $64.08 +12.8%
2 VOO VANGUARD INDEX FDS 68,918.0 $41.2M 8.51% -959.0 -1.4% $597.54 +15.2%
3 VOE VANGUARD INDEX FDS 157,831.0 $29.1M 6.01% -5K -3.1% $184.28 +6.3%
4 VBR VANGUARD INDEX FDS 94,971.0 $20.6M 4.26% -691.0 -0.7% $217.25 +9.7%
5 DFAC DIMENSIONAL ETF TRUST 264,087.0 $10.3M 2.12% -15K -5.3% $38.86 +13.7%
6 MINT PIMCO ETF TR 79,227.0 $8.0M 1.65% -3K -3.5% $100.56 +0.2%
7 IEFA ISHARES TR 74,897.0 $6.8M 1.40% -5K -6.6% $90.52 +7.5%
8 NVDA NVIDIA CORPORATION Technology 29,683.0 $5.2M 1.07% -161.0 -0.5% $174.38 +20.8%
9 AAPL APPLE INC Technology 17,921.0 $4.5M 0.94% -1K -5.6% $253.78 +17.4%
10 KMI KINDER MORGAN INC DEL Energy 102,289.0 $3.4M 0.71% -2K -2.0% $33.52 -5.8%
11 VWO VANGUARD INTL EQUITY INDEX F 51,879.0 $2.8M 0.58% -5K -8.4% $54.05 +12.4%
12 BSV VANGUARD BD INDEX FDS 32,837.0 $2.6M 0.53% -374.0 -1.1% $78.39 -0.8%
13 XOM EXXON MOBIL CORP Energy 14,970.0 $2.5M 0.53% -3K -16.5% $169.61 -18.7%
14 BA BOEING CO Industrials 12,658.0 $2.5M 0.52% -200.0 -1.6% $199.00 +11.9%
15 HAL HALLIBURTON CO Energy 64,401.0 $2.5M 0.52% -12K -16.0% $38.97 -10.4%
16 BERKSHIRE HATHAWAY INC DEL 5,070.0 $2.4M 0.50% -586.0 -10.4% $478.90
17 AMZN AMAZON COM INC Consumer Cyclical 10,164.0 $2.1M 0.44% -1K -9.6% $208.19 +17.4%
18 VFH VANGUARD WORLD FD 16,981.0 $2.1M 0.42% -107.0 -0.6% $120.78 +8.8%
19 EPD ENTERPRISE PRODS PARTNERS L Energy 47,669.0 $1.8M 0.37% -10K -17.5% $37.82 -3.2%
20 IJR ISHARES TR 13,728.0 $1.7M 0.35% -175.0 -1.3% $124.27 +15.2%
Page 1 of 13  ·  255 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%