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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 37 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 64.0 $4K 0.00% $62.50 +22.4%
722 IJK ISHARES TR 48.0 $4K 0.00% $83.33 +39.2%
723 HDV ISHARES TR 32.0 $4K 0.00% $125.00 -78.4%
724 JAAA JANUS DETROIT STR TR 84.0 $4K 0.00% $47.62 +6.4%
725 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 300.0 $4K 0.00% $13.33 +14.7%
726 NLOP NET LEASE OFFICE PROPERTIES Real Estate 428.0 $4K 0.00% $9.35 +24.1%
727 NWSA NEWS CORP NEW Communication Services 162.0 $4K 0.00% +106.0 +189.3% $24.69 +1.7%
728 NXT NEXTPOWER INC Technology 40.0 $4K 0.00% +8.0 +25.0% $100.00 +25.9%
729 NUV NUVEEN MUN VALUE FD INC Financial Services 462.0 $4K 0.00% $8.66 +5.6%
730 ORI OLD REP INTL CORP Financial Services 113.0 $4K 0.00% $35.40 +11.3%
731 PDI PIMCO DYNAMIC INCOME FD Financial Services 288.0 $4K 0.00% +11.0 +4.0% $13.89 +16.7%
732 PL PLANET LABS PBC Industrials 147.0 $4K 0.00% $27.21 -0.8%
733 PSTG EVERPURE INC Technology 84.0 $4K 0.00% +8.0 +10.5% $47.62 +81.1%
734 RF REGIONS FINANCIAL CORP NEW Financial Services 157.0 $4K 0.00% $25.48 +13.7%
735 RVMD REVOLUTION MEDICINES INC Healthcare 42.0 $4K 0.00% +20.0 +90.9% $95.24 +74.1%
736 ROL ROLLINS INC Consumer Cyclical 75.0 $4K 0.00% -35.0 -31.8% $53.33 -16.7%
737 ROP ROPER TECHNOLOGIES INC Industrials 14.0 $4K 0.00% +5.0 +55.6% $285.71 +16.2%
738 SEIC SEI INVTS CO Financial Services 63.0 $4K 0.00% +6.0 +10.5% $63.49 +42.5%
739 SAR SARATOGA INVT CORP Financial Services 211.0 $4K 0.00% +7.0 +3.4% $18.96 +17.1%
740 SPRY ARS PHARMACEUTICALS INC Healthcare 500.0 $4K 0.00% $8.00 +28.4%
Page 37 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%