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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $537M AUM 1,755 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 296 New 644 Added 198 Reduced 98 Exited
Page 11 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ADI ANALOG DEVICES INC Technology 181.0 $71K 0.01% +13.0 +7.7% $392.27 -3.6%
202 ADBE ADOBE INC Technology 348.0 $71K 0.01% +222.0 +176.2% $204.02 +33.9%
203 GM GENERAL MTRS CO Consumer Cyclical 920.0 $70K 0.01% +27.0 +3.0% $76.09 +12.2%
204 DUOL DUOLINGO INC Technology 614.0 $70K 0.01% NEW $114.01 +29.2%
205 USMV ISHARES TR 726.0 $70K 0.01% $96.42 +5.4%
206 UBER UBER TECHNOLOGIES INC Technology 968.0 $69K 0.01% -16.0 -1.6% $71.28 +10.1%
207 FNDF SCHWAB STRATEGIC TR 1,306.0 $68K 0.01% +1K +424.5% $52.07 +6.2%
208 TDIV FIRST TR EXCHANGE TRADED FD 595.0 $68K 0.01% +495.0 +495.0% $114.29 +0.4%
209 ABT ABBOTT LABORATORIES Healthcare 755.0 $68K 0.01% +88.0 +13.2% $90.07 +27.2%
210 NUE NUCOR CORP Basic Materials 300.0 $66K 0.01% -87.0 -22.5% $220.00 +11.0%
211 ITA ISHARES TR 275.0 $66K 0.01% +21.0 +8.3% $240.00 +3.0%
212 ALL ALLSTATE CORP Financial Services 281.0 $66K 0.01% +25.0 +9.8% $234.88 +11.4%
213 VZ VERIZON COMMUNICATIONS INC Communication Services 1,563.0 $66K 0.01% +99.0 +6.8% $42.23 +16.3%
214 SMH VANECK ETF TRUST 102.0 $66K 0.01% $647.06 -13.0%
215 COIN COINBASE GLOBAL INC Financial Services 448.0 $65K 0.01% -8.0 -1.8% $145.09 +10.3%
216 VHI VALHI INC NEW Basic Materials 4,372.0 $64K 0.01% $14.64 +16.1%
217 FHN FIRST HORIZON CORPORATION Financial Services 2,493.0 $63K 0.01% $25.27 -1.3%
218 IMCB ISHARES TR 643.0 $62K 0.01% $96.42 +3.8%
219 PNC PNC FINL SVCS GROUP INC Financial Services 254.0 $62K 0.01% +10.0 +4.1% $244.09 +1.0%
220 RKLB ROCKET LAB CORP Industrials 616.0 $62K 0.01% +253.0 +69.7% $100.65 -24.4%
Page 11 of 88  ·  1,750 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 27.3%
Financial Services 15.1%
Consumer Cyclical 15.0%
Energy 14.1%
Industrials 9.4%
Healthcare 6.7%
Communication Services 4.9%
Consumer Defensive 3.1%
Utilities 1.8%
Real Estate 1.6%