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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 4 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 1,586.0 $387K 0.08% +645.0 +68.5% $244.01 -6.4%
62 NTSI WISDOMTREE TR 8,437.0 $371K 0.08% $43.97 +8.3%
63 WFC WELLS FARGO & CO Financial Services 4,671.0 $371K 0.08% -967.0 -17.1% $79.43 +3.5%
64 SLB SLB LIMITED Energy 7,112.0 $365K 0.07% +40.0 +0.6% $51.32 -6.3%
65 SYY SYSCO CORP Consumer Defensive 5,045.0 $359K 0.07% +674.0 +15.4% $71.16 +10.6%
66 TMO THERMO FISHER SCIENTIFIC INC Healthcare 727.0 $357K 0.07% $491.06 -5.4%
67 NEE NEXTERA ENERGY INC Utilities 3,761.0 $349K 0.07% +3K +658.3% $92.79 -6.5%
68 QUAL ISHARES TR 1,789.0 $343K 0.07% $191.73 +12.6%
69 DVN DEVON ENERGY CORP NEW Energy 6,806.0 $342K 0.07% -855.0 -11.2% $50.25 -16.2%
70 PLTR PALANTIR TECHNOLOGIES INC Technology 2,246.0 $328K 0.07% -631.0 -21.9% $146.04 -12.0%
71 RTX RTX CORPORATION Industrials 1,606.0 $309K 0.06% +24.0 +1.5% $192.40 -3.5%
72 ISRG INTUITIVE SURGICAL INC Healthcare 666.0 $307K 0.06% -11.0 -1.6% $460.96 -11.8%
73 VGT VANGUARD WORLD FD 440.0 $306K 0.06% +184.0 +71.9% $695.45 -82.7%
74 CAT CATERPILLAR INC Industrials 427.0 $302K 0.06% +8.0 +1.9% $707.26 +39.4%
75 IJS ISHARES TR 2,552.0 $302K 0.06% -156.0 -5.8% $118.34 +12.7%
76 ED CONSOLIDATED EDISON INC Utilities 2,643.0 $299K 0.06% +14.0 +0.5% $113.13 -6.0%
77 DVY ISHARES TR 1,978.0 $299K 0.06% $151.16 +1.4%
78 AVEM AMERICAN CENTY ETF TR 3,610.0 $290K 0.06% $80.33 +24.1%
79 EFA ISHARES TR 2,849.0 $276K 0.06% $96.88 +7.8%
80 DFIV DIMENSIONAL ETF TRUST 5,140.0 $271K 0.06% $52.72 +4.9%
Page 4 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%