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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 11 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IMCB ISHARES TR 643.0 $53K 0.01% $82.43 +15.4%
202 ALL ALLSTATE CORP Financial Services 256.0 $53K 0.01% +12.0 +4.9% $207.03 +6.8%
203 XLC SELECT SECTOR SPDR TR 486.0 $53K 0.01% +316.0 +185.9% $109.05 +0.4%
204 ADI ANALOG DEVICES INC Technology 168.0 $53K 0.01% +10.0 +6.3% $315.48 +37.7%
205 XLV SELECT SECTOR SPDR TR 365.0 $53K 0.01% +109.0 +42.6% $145.21 +2.9%
206 WMB WILLIAMS COS INC Energy 735.0 $53K 0.01% +7.0 +1.0% $72.11 +1.4%
207 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 190.0 $52K 0.01% +10.0 +5.6% $273.68 +14.2%
208 MAIN MAIN STR CAP CORP Financial Services 1,000.0 $52K 0.01% $52.00 -2.0%
209 PNC PNC FINL SVCS GROUP INC Financial Services 244.0 $50K 0.01% +8.0 +3.4% $204.92 +13.2%
210 KLAC KLA CORP Technology 34.0 $50K 0.01% +3.0 +9.7% $1470.59 -82.3%
211 GS GOLDMAN SACHS GROUP INC Financial Services 59.0 $49K 0.01% -3.0 -4.8% $830.51 +32.0%
212 PFE PFIZER INC Healthcare 1,733.0 $48K 0.01% +184.0 +11.9% $27.70 -9.0%
213 ASTS AST SPACEMOBILE INC Technology 566.0 $46K 0.01% +33.0 +6.2% $81.27 -0.8%
214 UPS UNITED PARCEL SVCS INC Industrials 469.0 $46K 0.01% $98.08 +6.9%
215 GOVT ISHARES TR 2,047.0 $46K 0.01% $22.47 +1.2%
216 CATH GLOBAL X FDS 598.0 $46K 0.01% $76.92 +16.1%
217 IWB ISHARES TR 130.0 $46K 0.01% $353.85 +15.4%
218 VTV VANGUARD INDEX FDS 235.0 $46K 0.01% -145.0 -38.2% $195.74 +10.6%
219 ICF ISHARES TR 740.0 $45K 0.01% $60.81 +10.0%
220 VLO VALERO ENERGY CORP Energy 182.0 $44K 0.01% +8.0 +4.6% $241.76 -2.3%
Page 11 of 78  ·  1,556 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%