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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 16 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PLD PROLOGIS INC. Real Estate 250.0 $33K 0.01% +37.0 +17.4% $132.00 +6.6%
302 UBOT DIREXION SHARES ETF TRUST 1,236.0 $32K 0.01% $25.89 -12.3%
303 FYX FIRST TR EXCHANGE-TRADED ALP 225.0 $32K 0.01% NEW $142.22 +0.4%
304 CMI CUMMINS INC Industrials 45.0 $32K 0.01% +6.0 +15.4% $711.11 -16.6%
305 CVS CVS HEALTH CORP Healthcare 318.0 $32K 0.01% +49.0 +18.2% $100.63 -6.9%
306 CVNA CARVANA CO Consumer Cyclical 500.0 $32K 0.01% +404.0 +420.8% $64.00 +11.9%
307 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 120.0 $32K 0.01% +9.0 +8.1% $266.67 -13.2%
308 FGD FIRST TR EXCHANGE-TRADED FD 988.0 $31K 0.01% NEW $31.38 +13.0%
309 PWR QUANTA SVCS INC Industrials 44.0 $31K 0.01% +3.0 +7.3% $704.55 -6.0%
310 NET CLOUDFLARE INC Technology 127.0 $31K 0.01% +3.0 +2.4% $244.09 +14.3%
311 SCHW SCHWAB CHARLES CORP Financial Services 333.0 $30K 0.01% +27.0 +8.8% $90.09 +21.9%
312 RDVI FIRST TR EXCHANGE-TRADED FD 1,033.0 $30K 0.01% NEW $29.04 +0.7%
313 BMOP BNY MELLON ETF TRUST II 1,197.0 $30K 0.01% NEW $25.06 -1.5%
314 AGNC AGNC INVT CORP Real Estate 2,820.0 $30K 0.01% +93.0 +3.4% $10.64 +2.6%
315 LMBS FIRST TR EXCHANGE-TRADED FD 622.0 $30K 0.01% +500.0 +409.8% $48.23 +3.1%
316 FIXD FIRST TR EXCHNG TRADED FD VI 700.0 $30K 0.01% NEW $42.86 +0.3%
317 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 676.0 $30K 0.01% $44.38 +26.8%
318 PGR PROGRESSIVE CORP Financial Services 141.0 $30K 0.01% +35.0 +33.0% $212.77 +3.6%
319 MMM 3M CO Industrials 190.0 $30K 0.01% +35.0 +22.6% $157.89 +12.9%
320 CANADIAN PACIFIC KANSAS CITY 351.0 $30K 0.01% $85.47
Page 16 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%