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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 3 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHG SCHWAB STRATEGIC TR 25,348.0 $738K 0.15% +24K +1820.3% $29.11 +16.4%
42 WMT WALMART INC Consumer Defensive 5,706.0 $709K 0.15% +353.0 +6.6% $124.26 -5.7%
43 VIG VANGUARD SPECIALIZED FUNDS 3,238.0 $696K 0.14% $214.95 +9.4%
44 META META PLATFORMS INC Communication Services 1,181.0 $675K 0.14% -117.0 -9.0% $571.55 +1.0%
45 LLY ELI LILLY & CO Healthcare 727.0 $668K 0.14% -18.0 -2.4% $918.84 +19.6%
46 VTIP VANGUARD MALVERN FDS 12,365.0 $617K 0.13% -3K -22.0% $49.90 +0.6%
47 ET ENERGY TRANSFER L P Energy 30,719.0 $592K 0.12% -5K -13.4% $19.27 -2.7%
48 UAL UNITED AIRLS HLDGS INC Industrials 6,433.0 $592K 0.12% +190.0 +3.0% $92.03 +28.6%
49 VDE VANGUARD WORLD FD 3,426.0 $592K 0.12% +25.0 +0.7% $172.80 -12.1%
50 AVGO BROADCOM INC Technology 1,764.0 $546K 0.11% -208.0 -10.6% $309.52 +32.9%
51 NTSX WISDOMTREE TR 9,783.0 $510K 0.10% $52.13 +13.6%
52 V VISA INC Financial Services 1,599.0 $483K 0.10% +24.0 +1.5% $302.06 +8.3%
53 IJH ISHARES TR 6,860.0 $463K 0.10% -149.0 -2.1% $67.49 +12.3%
54 ITOT ISHARES TR 3,107.0 $442K 0.09% $142.26 +15.2%
55 WPC WP CAREY INC Real Estate 6,426.0 $436K 0.09% $67.85 +5.0%
56 QQQ INVESCO QQQ TR Financial Services 750.0 $432K 0.09% -209.0 -21.8% $576.00 +28.6%
57 RWR SPDR SERIES TRUST 4,274.0 $431K 0.09% -1K -21.6% $100.84 +9.6%
58 SCHD SCHWAB STRATEGIC TR 13,859.0 $425K 0.09% +14K +8198.8% $30.67 +3.9%
59 VGSH VANGUARD SCOTTSDALE FDS 7,076.0 $414K 0.09% $58.51 -0.7%
60 COP CONOCOPHILLIPS Energy 3,113.0 $410K 0.09% +756.0 +32.1% $131.71 -18.2%
Page 3 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%