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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 27 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TDIV FIRST TR EXCHANGE TRADED FD 100.0 $9K 0.00% $90.00 +31.0%
522 RITM RITHM CAPITAL CORP Real Estate 1,053.0 $9K 0.00% +951.0 +932.4% $8.55 +7.5%
523 NDAQ NASDAQ INC Financial Services 107.0 $9K 0.00% +6.0 +5.9% $84.11 -2.2%
524 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 500.0 $9K 0.00% NEW $18.00 +6.7%
525 MRNA MODERNA INC Healthcare 189.0 $9K 0.00% +53.0 +39.0% $47.62 +34.3%
526 MLM MARTIN MARIETTA MATLS INC Basic Materials 16.0 $9K 0.00% +2.0 +14.3% $562.50 +8.3%
527 MKSI MKS INC. Technology 40.0 $9K 0.00% $225.00 +80.6%
528 CBOE CBOE GLOBAL MKTS INC Financial Services 35.0 $9K 0.00% +4.0 +12.9% $257.14 -3.1%
529 CI THE CIGNA GROUP Healthcare 36.0 $9K 0.00% +4.0 +12.5% $250.00 +11.7%
530 KIM KIMCO REALTY CORP Real Estate 404.0 $9K 0.00% $22.28 +9.4%
531 IXG ISHARES TR 87.0 $9K 0.00% $103.45 +20.7%
532 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 351.0 $9K 0.00% +104.0 +42.1% $25.64 +5.2%
533 HIG HARTFORD INSURANCE GROUP INC Financial Services 71.0 $9K 0.00% $126.76 +1.2%
534 VPL VANGUARD INTL EQUITY INDEX F 95.0 $9K 0.00% $94.74 +27.0%
535 VICI VICI PPTYS INC Real Estate 334.0 $9K 0.00% +141.0 +73.1% $26.95 -2.5%
536 WAB WABTEC Industrials 38.0 $9K 0.00% +2.0 +5.6% $236.84 +15.6%
537 ZTS ZOETIS INC Healthcare 80.0 $9K 0.00% +19.0 +31.1% $112.50 -30.0%
538 ACGL ARCH CAP GROUP LTD Financial Services 94.0 $9K 0.00% -2.0 -2.1% $95.74 -4.8%
539 BLOCK INC 155.0 $9K 0.00% +7.0 +4.7% $58.06
540 USFR WISDOMTREE TR 167.0 $8K 0.00% $47.90 +5.3%
Page 27 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%