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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 3 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FTEC FIDELITY COVINGTON TRUST 39.0 $11K 0.00% NEW $282.05 +1.3%
42 AMDY TIDAL TRUST II 200.0 $11K 0.00% NEW $55.00 -18.4%
43 ARLP ALLIANCE RESOURCE PARTNERS L Energy 500.0 $11K 0.00% NEW $22.00 +16.7%
44 OEF ISHARES TR 31.0 $11K 0.00% NEW $354.84 +6.7%
45 UTG REAVES UTIL INCOME FD Financial Services 250.0 $10K 0.00% NEW $40.00 -1.6%
46 DNP DNP SELECT INCOME FD INC Financial Services 1,000.0 $10K 0.00% NEW $10.00 +9.2%
47 DUPONT DE NEMOURS INC 75.0 $10K 0.00% NEW $133.33
48 QDTE ROUNDHILL ETF TRUST 300.0 $9K 0.00% NEW $30.00 -2.3%
49 FTSM FIRST TR EXCHANGE-TRADED FD 150.0 $8K 0.00% NEW $53.33 +12.2%
50 FTRI FIRST TR EXCHANGE-TRADED FD 506.0 $8K 0.00% NEW $15.81 +11.1%
51 FRVO FERVO ENERGY CO 284.0 $8K 0.00% NEW $28.17 -36.2%
52 VNOM VIPER ENERGY INC Energy 200.0 $8K 0.00% NEW $40.00 +8.9%
53 BLOX TIDAL TRUST II 500.0 $7K 0.00% NEW $14.00 -9.6%
54 DRAM ROUNDHILL ETF TRUST 100.0 $7K 0.00% NEW $70.00 -21.3%
55 LANDBRIDGE COMPANY LLC 100.0 $7K 0.00% NEW $70.00
56 KGLD KURV ETF TR 300.0 $7K 0.00% NEW $23.33 +18.8%
57 NLR VANECK ETF TRUST 65.0 $7K 0.00% NEW $107.69 +6.3%
58 IIPR INNOVATIVE INDL PPTYS INC Real Estate 100.0 $6K 0.00% NEW $60.00 -8.1%
59 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 120.0 $6K 0.00% NEW $50.00 +12.5%
60 EMLP FIRST TR EXCHANGE-TRADED FD 153.0 $6K 0.00% NEW $39.22 +14.0%
Page 3 of 15  ·  296 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 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%