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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 69 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 FDIS FIDELITY COVINGTON TRUST 7.0
1362 FSTA FIDELITY COVINGTON TRUST 12.0
1363 FNCL FIDELITY COVINGTON TRUST 7.0
1364 FIVA FIDELITY COVINGTON TRUST 19.0 NEW
1365 FCOM FIDELITY COVINGTON TRUST 9.0
1366 FNF FIDELITY NATL FINL INC Financial Services 14.0
1367 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 15.0 -15.0 -50.0%
1368 FFIN FIRST FINL BANKSHARES INC Financial Services 20.0 -33.0 -62.3%
1369 FCFS FIRSTCASH HOLDINGS INC Financial Services 5.0
1370 FIVN FIVE9 INC Technology 26.0 -27.0 -50.9%
1371 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 16.0 +8.0 +100.0%
1372 FCPT FOUR CORNERS PPTY TR INC Real Estate 23.0 -21.0 -47.7%
1373 GUTS FRACTYL HEALTH INC Healthcare 1,042.0 NEW
1374 BEN FRANKLIN RESOURCES INC Financial Services 28.0
1375 GLPI GAMING & LEISURE P Real Estate 22.0 -11.0 -33.3%
1376 GNRC GENERAC HLDGS INC Industrials 5.0
1377 GNW GENWORTH FINL INC Financial Services 94.0
1378 GABC GERMAN AMERN BANCORP INC Financial Services 17.0
1379 GTY GETTY RLTY CORP NEW Real Estate 19.0
1380 GTLB GITLAB INC Technology 43.0 +31.0 +258.3%
Page 69 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%