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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $477M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1557 New
Page 25 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 IDXX IDEXX LABS INC Healthcare 16.0 $10K 0.00% NEW $625.00 -10.1%
482 RDDT REDDIT INC Communication Services 47.0 $10K 0.00% NEW $212.77 -17.8%
483 VAW VANGUARD WORLD FD 52.0 $10K 0.00% NEW $192.31 +21.8%
484 IP INTERNATIONAL PAPER CO Consumer Cyclical 275.0 $10K 0.00% NEW $36.36 +1.3%
485 Q QNITY ELECTRONICS INC Technology 127.0 $10K 0.00% NEW $78.74 +114.6%
486 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 291.0 $10K 0.00% NEW $34.36 -5.5%
487 SCZ ISHARES TR 141.0 $10K 0.00% NEW $70.92 +17.9%
488 XLE SELECT SECTOR SPDR TR 238.0 $10K 0.00% NEW $42.02 +28.0%
489 IXG ISHARES TR 87.0 $10K 0.00% NEW $114.94 +8.6%
490 IWR ISHARES TR 113.0 $10K 0.00% NEW $88.50 +22.7%
491 IONQ IONQ INC Technology 240.0 $10K 0.00% NEW $41.67 +35.7%
492 XLU SELECT SECTOR SPDR TR 252.0 $10K 0.00% NEW $39.68 +12.8%
493 VSS VANGUARD INTL EQUITY INDEX F 71.0 $10K 0.00% NEW $140.85 +11.9%
494 MTB M & T BK CORP Financial Services 54.0 $10K 0.00% NEW $185.19 +21.6%
495 TSCO TRACTOR SUPPLY CO Consumer Cyclical 212.0 $10K 0.00% NEW $47.17 -35.9%
496 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 1,800.0 $10K 0.00% NEW $5.56 -19.5%
497 EW EDWARDS LIFESCIENCES CORP Healthcare 129.0 $10K 0.00% NEW $77.52 +12.7%
498 OPFI OPPFI INC Technology 1,000.0 $10K 0.00% NEW $10.00 -15.7%
499 SHW SHERWIN WILLIAMS CO Basic Materials 32.0 $10K 0.00% NEW $312.50 +2.7%
500 TSN TYSON FOODS INC Consumer Defensive 156.0 $9K 0.00% NEW $57.69 -3.9%
Page 25 of 78  ·  1,557 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 25.2%
Energy 18.0%
Financial Services 16.2%
Consumer Cyclical 15.5%
Industrials 9.2%
Healthcare 5.2%
Communication Services 5.1%
Consumer Defensive 2.7%
Real Estate 1.3%
Utilities 1.0%