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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 5 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VV VANGUARD INDEX FDS 834.0 $262K 0.06% NEW $314.15 +9.8%
82 ED CONSOLIDATED EDISON INC Utilities 2,629.0 $261K 0.06% NEW $99.28 +7.1%
83 TCBX THIRD COAST BANCSHARES INC Financial Services 6,800.0 $258K 0.05% NEW $37.94 +2.8%
84 DFIV DIMENSIONAL ETF TRUST 5,140.0 $256K 0.05% NEW $49.81 +11.1%
85 SMH VANECK ETF TRUST 700.0 $252K 0.05% NEW $360.00 +83.3%
86 SPY SPDR S&P 500 ETF TR Financial Services 362.0 $246K 0.05% NEW $679.56 +9.9%
87 LGIH LGI HOMES INC Consumer Cyclical 5,693.0 $244K 0.05% NEW $42.86 +32.3%
88 SCHM SCHWAB STRATEGIC TR 8,046.0 $241K 0.05% NEW $29.95 +20.5%
89 CAT CATERPILLAR INC Industrials 419.0 $239K 0.05% NEW $570.41 +72.8%
90 SABA SABA CAPITAL INCOME & OPPORT Financial Services 28,905.0 $238K 0.05% NEW $8.23 -0.4%
91 ARKQ ARK ETF TR 2,000.0 $229K 0.05% NEW $114.50 +16.3%
92 ETN EATON CORP PLC Industrials 722.0 $229K 0.05% NEW $317.17 +33.0%
93 DEM WISDOMTREE TR 4,874.0 $227K 0.05% NEW $46.57 +19.6%
94 PTLC PACER FDS TR 4,081.0 $226K 0.05% NEW $55.38 +5.1%
95 CGDV CAPITAL GROUP DIVIDEND VALUE 5,109.0 $222K 0.05% NEW $43.45 +12.7%
96 EMXC ISHARES INC 3,050.0 $221K 0.05% NEW $72.46 +45.9%
97 COP CONOCOPHILLIPS Energy 2,357.0 $220K 0.05% NEW $93.34 +15.4%
98 UNH UNITEDHEALTH GROUP INC Healthcare 644.0 $212K 0.04% NEW $329.19 +21.8%
99 MCK MCKESSON CORP Healthcare 257.0 $210K 0.04% NEW $817.12 -8.1%
100 AXP AMERICAN EXPRESS CO Financial Services 565.0 $209K 0.04% NEW $369.91 -8.6%
Page 5 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%