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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $537M AUM 1,755 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 296 New 644 Added 198 Reduced 98 Exited
Page 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 AUTHID INC 325 SOLD
62 ALT5 SIGMA CORP 362 SOLD
63 BONK INC 162 SOLD
64 LW LAMB WESTON HLDGS INC Consumer Defensive 10 SOLD
65 SWIM LATHAM GROUP INC Industrials 90 SOLD
66 USA LIBERTY ALL STAR EQUITY FD Financial Services 100 SOLD
67 LAD LITHIA MTRS INC Consumer Cyclical 4 SOLD
68 VRE VERIS RESIDENTIAL INC Real Estate 36 SOLD
69 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1 SOLD
70 MKTX MARKETAXESS HLDGS INC Financial Services 6 SOLD
71 MCW MISTER CAR WASH INC Consumer Cyclical 109 SOLD
72 MC MOELIS & CO Financial Services 8 SOLD
73 NN NEXTNAV INC Communication Services 27 SOLD
74 OSIS OSI SYSTEMS INC Technology 2 SOLD
75 OFLX OMEGA FLEX INC Industrials 18 SOLD
76 ON24 INC 86 SOLD
77 OPCH OPTION CARE HEALTH INC Healthcare 34 SOLD
78 PWP PERELLA WEINBERG PARTNERS Financial Services 31 SOLD
79 LUNG PULMONX CORP Healthcare 248 SOLD
80 RH RH Consumer Cyclical 6 SOLD
Page 4 of 5  ·  98 positions
Sector Allocation
Technology 27.3%
Financial Services 15.1%
Consumer Cyclical 15.0%
Energy 14.1%
Industrials 9.4%
Healthcare 6.7%
Communication Services 4.9%
Consumer Defensive 3.1%
Utilities 1.8%
Real Estate 1.6%