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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 2 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHZ SCHWAB STRATEGIC TR 58,784.0 $1.4M 0.28% -340.0 -0.6% $23.20 -0.4%
22 VOOV VANGUARD ADMIRAL FDS INC 6,392.0 $1.3M 0.27% -188.0 -2.9% $203.69 +7.7%
23 AGG ISHARES TR 10,006.0 $993K 0.20% -177.0 -1.7% $99.24 -0.3%
24 IVV ISHARES TR 1,501.0 $980K 0.20% -168.0 -10.1% $652.90 +14.9%
25 META META PLATFORMS INC Communication Services 1,181.0 $675K 0.14% -117.0 -9.0% $571.55 +1.0%
26 LLY ELI LILLY & CO Healthcare 727.0 $668K 0.14% -18.0 -2.4% $918.84 +19.6%
27 VTIP VANGUARD MALVERN FDS 12,365.0 $617K 0.13% -3K -22.0% $49.90 +0.6%
28 ET ENERGY TRANSFER L P Energy 30,719.0 $592K 0.12% -5K -13.4% $19.27 -2.7%
29 AVGO BROADCOM INC Technology 1,764.0 $546K 0.11% -208.0 -10.6% $309.52 +32.9%
30 IJH ISHARES TR 6,860.0 $463K 0.10% -149.0 -2.1% $67.49 +12.3%
31 QQQ INVESCO QQQ TR Financial Services 750.0 $432K 0.09% -209.0 -21.8% $576.00 +28.6%
32 RWR SPDR SERIES TRUST 4,274.0 $431K 0.09% -1K -21.6% $100.84 +9.6%
33 WFC WELLS FARGO & CO Financial Services 4,671.0 $371K 0.08% -967.0 -17.1% $79.43 +3.5%
34 DVN DEVON ENERGY CORP NEW Energy 6,806.0 $342K 0.07% -855.0 -11.2% $50.25 -16.2%
35 PLTR PALANTIR TECHNOLOGIES INC Technology 2,246.0 $328K 0.07% -631.0 -21.9% $146.04 -12.0%
36 ISRG INTUITIVE SURGICAL INC Healthcare 666.0 $307K 0.06% -11.0 -1.6% $460.96 -11.8%
37 IJS ISHARES TR 2,552.0 $302K 0.06% -156.0 -5.8% $118.34 +12.7%
38 UNP UNION PAC CORP Industrials 1,107.0 $268K 0.06% -169.0 -13.2% $242.10 +6.1%
39 JPM JPMORGAN CHASE & CO Financial Services 845.0 $248K 0.05% -9.0 -1.1% $293.49 +10.8%
40 MU MICRON TECHNOLOGY INC Technology 725.0 $244K 0.05% -198.0 -21.4% $336.55 +236.9%
Page 2 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%