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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 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VWO VANGUARD INTL EQUITY INDEX F 51,879.0 $2.8M 0.58% -5K -8.4% $54.05 +12.4%
22 HYG ISHARES TR 34,724.0 $2.8M 0.57% +15K +75.7% $79.54 +0.6%
23 BSV VANGUARD BD INDEX FDS 32,837.0 $2.6M 0.53% -374.0 -1.1% $78.39 -0.8%
24 XOM EXXON MOBIL CORP Energy 14,970.0 $2.5M 0.53% -3K -16.5% $169.61 -18.7%
25 BA BOEING CO Industrials 12,658.0 $2.5M 0.52% -200.0 -1.6% $199.00 +11.9%
26 HAL HALLIBURTON CO Energy 64,401.0 $2.5M 0.52% -12K -16.0% $38.97 -10.4%
27 BERKSHIRE HATHAWAY INC DEL 5,070.0 $2.4M 0.50% -586.0 -10.4% $478.90
28 TSLA TESLA INC Consumer Cyclical 6,381.0 $2.4M 0.49% +247.0 +4.0% $371.73 +7.7%
29 AMZN AMAZON COM INC Consumer Cyclical 10,164.0 $2.1M 0.44% -1K -9.6% $208.19 +17.4%
30 MSFT MICROSOFT CORP Technology 5,610.0 $2.1M 0.43% +951.0 +20.4% $370.05 +2.5%
31 VFH VANGUARD WORLD FD 16,981.0 $2.1M 0.42% -107.0 -0.6% $120.78 +8.8%
32 EPD ENTERPRISE PRODS PARTNERS L Energy 47,669.0 $1.8M 0.37% -10K -17.5% $37.82 -3.2%
33 IJR ISHARES TR 13,728.0 $1.7M 0.35% -175.0 -1.3% $124.27 +15.2%
34 SCHZ SCHWAB STRATEGIC TR 58,784.0 $1.4M 0.28% -340.0 -0.6% $23.20 -0.4%
35 GOOGL ALPHABET INC Communication Services 4,669.0 $1.3M 0.28% +128.0 +2.8% $287.43 +28.0%
36 VOOV VANGUARD ADMIRAL FDS INC 6,392.0 $1.3M 0.27% -188.0 -2.9% $203.69 +7.7%
37 BND VANGUARD BD INDEX FDS 15,319.0 $1.1M 0.23% $73.63 -0.4%
38 AGG ISHARES TR 10,006.0 $993K 0.20% -177.0 -1.7% $99.24 -0.3%
39 IVV ISHARES TR 1,501.0 $980K 0.20% -168.0 -10.1% $652.90 +14.9%
40 CVX CHEVRON CORPORATION Energy 4,215.0 $872K 0.18% +81.0 +2.0% $206.88 -16.1%
Page 2 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%