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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 3 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC Communication Services 836.0 $239K 0.05% -633.0 -43.1% $285.89 +28.5%
42 LGIH LGI HOMES INC Consumer Cyclical 5,660.0 $223K 0.05% -33.0 -0.6% $39.40 +43.9%
43 ETN EATON CORP PLC Industrials 599.0 $214K 0.04% -123.0 -17.0% $357.26 +18.1%
44 SOFI SOFI TECHNOLOGIES INC Financial Services 11,057.0 $175K 0.04% -3K -22.3% $15.83 +13.2%
45 SPYG SPDR SERIES TRUST 1,466.0 $143K 0.03% -166.0 -10.2% $97.54 +22.5%
46 ENTERGY CORP NEW 1,142.0 $128K 0.03% -4K -76.1% $112.08
47 IEMG ISHARES INC 1,683.0 $117K 0.02% -969.0 -36.5% $69.52 +23.2%
48 IWM ISHARES TR 470.0 $116K 0.02% -22.0 -4.5% $246.81 +19.8%
49 APP APPLOVIN CORP Technology 251.0 $99K 0.02% -49.0 -16.3% $394.42 +19.1%
50 RSP INVESCO EXCHANGE TRADED FD T 502.0 $96K 0.02% -83.0 -14.2% $191.24 +9.8%
51 ABBV ABBVIE INC Healthcare 397.0 $86K 0.02% -72.0 -15.3% $216.62 -0.1%
52 QQQM INVESCO EXCH TRADED FD TR II 331.0 $78K 0.02% -2K -87.9% $235.65 +29.2%
53 KBR KBR INC Industrials 1,960.0 $72K 0.01% -208.0 -9.6% $36.73 -10.7%
54 ABT ABBOTT LABORATORIES Healthcare 667.0 $68K 0.01% -170.0 -20.3% $101.95 -13.3%
55 AMAT APPLIED MATLS INC Technology 177.0 $60K 0.01% -31.0 -14.9% $338.98 +82.0%
56 ITA ISHARES TR 254.0 $55K 0.01% -250.0 -49.6% $216.54 +10.4%
57 LRCX LAM RESEARCH CORP Technology 259.0 $55K 0.01% -275.0 -51.5% $212.36 +83.2%
58 GS GOLDMAN SACHS GROUP INC Financial Services 59.0 $49K 0.01% -3.0 -4.8% $830.51 +32.0%
59 VTV VANGUARD INDEX FDS 235.0 $46K 0.01% -145.0 -38.2% $195.74 +10.6%
60 BLK BLACKROCK INC Financial Services 45.0 $43K 0.01% -1.0 -2.2% $955.56 +9.9%
Page 3 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%