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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 57 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 TXG 10X GENOMICS INC Healthcare 62.0 $1K NEW $16.13 +115.5%
1122 TTEK TETRA TECH INC NEW Industrials 58.0 $1K NEW $17.24 +58.7%
1123 TTD THE TRADE DESK INC Technology 46.0 $1K NEW $21.74 -14.9%
1124 APLY TIDAL TRUST II 100.0 $1K NEW $10.00 +20.0%
1125 TW TRADEWEB MKTS INC Financial Services 10.0 $1K NEW $100.00 -0.5%
1126 TRU TRANSUNION Industrials 12.0 $1K NEW $83.33 -22.5%
1127 TWST TWIST BIOSCIENCE CORP Healthcare 33.0 $1K NEW $30.30 +188.9%
1128 UCTT ULTRA CLEAN HLDGS INC Technology 71.0 $1K NEW $14.08 +761.1%
1129 USFD US FOODS HLDG CORP Consumer Defensive 14.0 $1K NEW $71.43 +28.7%
1130 UNM UNUM GROUP Financial Services 13.0 $1K NEW $76.92 +17.0%
1131 VNDA VANDA PHARMACEUTICALS INC Healthcare 140.0 $1K NEW $7.14 -18.8%
1132 ANGL VANECK ETF TRUST 42.0 $1K NEW $23.81 +22.6%
1133 OIH VANECK ETF TRUST 7.0 $1K NEW $142.86 +169.8%
1134 VHT VANGUARD WORLD FD 5.0 $1K NEW $200.00 +40.2%
1135 VOT VANGUARD INDEX FDS 5.0 $1K NEW $200.00 +53.1%
1136 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 29.0 $1K NEW $34.48 +137.7%
1137 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 38.0 $1K NEW $26.32 +54.6%
1138 WEN WENDYS CO Consumer Cyclical 124.0 $1K NEW $8.06 -15.7%
1139 EMD WESTERN ASSET EMERGING MKTS Financial Services 99.0 $1K NEW $10.10 +5.3%
1140 WLK WESTLAKE CORPORATION Basic Materials 14.0 $1K NEW $71.43 +12.4%
Page 57 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%