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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 63 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 MIAMI INTL HLDGS INC 15.0
1242 MICROVAST HOLDINGS INC 1,000.0
1243 GEN DIGITAL INC 32.0
1244 T3 DEFENSE INC 294.0 NEW
1245 OCCIDENTAL PETE CORP 23.0
1246 ON24 INC 86.0
1247 OPENDOOR TECHNOLOGIES INC 59.0
1248 OPENDOOR TECHNOLOGIES INC 59.0
1249 OPENDOOR TECHNOLOGIES INC 59.0
1250 PALISADE BIO INC 500.0
1251 POLESTAR AUTOMOTIVE HLDG UK 5.0
1252 SES AI CORPORATION 500.0
1253 MATIV HOLDINGS INC 106.0
1254 SEALED AIR CORP NEW 19.0
1255 SKILLSOFT CORP 109.0 NEW
1256 SOUTH BOW CORP 16.0
1257 DATAVAULT AI INC 1,000.0
1258 TIDAL TRUST II 40.0
1259 VENTURE GLOBAL INC 30.0 NEW
1260 AMCOR PLC 12.0 NEW
Page 63 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%