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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 23 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 IDXX IDEXX LABS INC Healthcare 23.0 $12K 0.00% +7.0 +43.8% $521.74 +7.7%
442 IEF ISHARES TR 131.0 $12K 0.00% $91.60 +3.0%
443 ECL ECOLAB INC Basic Materials 47.0 $12K 0.00% +10.0 +27.0% $255.32 +5.4%
444 EW EDWARDS LIFESCIENCES CORP Healthcare 157.0 $12K 0.00% +28.0 +21.7% $76.43 +14.3%
445 EA ELECTRONIC ARTS INC Communication Services 61.0 $12K 0.00% -1.0 -1.6% $196.72 +2.8%
446 CIEN CIENA CORP Technology 31.0 $12K 0.00% +4.0 +14.8% $387.10 +10.6%
447 ETHA ISHARES ETHEREUM TR Financial Services 806.0 $12K 0.00% $14.89 -13.5%
448 SNPS SYNOPSYS INC Technology 31.0 $12K 0.00% +7.0 +29.2% $387.10 +17.7%
449 KMB KIMBERLY-CLARK CORP Consumer Defensive 130.0 $12K 0.00% +99.0 +319.4% $92.31 +11.1%
450 KR KROGER CO Consumer Defensive 175.0 $12K 0.00% +35.0 +25.0% $68.57 -17.4%
451 FNDF SCHWAB STRATEGIC TR 249.0 $12K 0.00% $48.19 +12.3%
452 SCHB SCHWAB STRATEGIC TR 509.0 $12K 0.00% $23.58 +22.9%
453 XRT SPDR SERIES TRUST 159.0 $12K 0.00% $75.47 +14.5%
454 SPYV SPDR SERIES TRUST 212.0 $12K 0.00% $56.60 +7.5%
455 SM SM ENERGY COMPANY Energy 397.0 $12K 0.00% +369.0 +1317.9% $30.23 -10.2%
456 HOOD ROBINHOOD MKTS INC Financial Services 180.0 $12K 0.00% -160.0 -47.1% $66.67 +62.2%
457 ADSK AUTODESK INC Technology 54.0 $12K 0.00% +4.0 +8.0% $222.22 -12.8%
458 PRU PRUDENTIAL FINL INC Financial Services 130.0 $12K 0.00% -5.0 -3.7% $92.31 +15.4%
459 PAYX PAYCHEX INC Industrials 134.0 $12K 0.00% +67.0 +100.0% $89.55 +9.7%
460 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 75.0 $11K 0.00% -3.0 -3.9% $146.67 -8.7%
Page 23 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%