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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 13 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ORCL ORACLE CORP Technology 351.0 $51K 0.01% +130.0 +58.8% $145.30 -1.8%
242 MAIN MAIN STR CAP CORP Financial Services 1,000.0 $51K 0.01% $51.00 +13.4%
243 BLK BLACKROCK INC Financial Services 54.0 $51K 0.01% +9.0 +20.0% $944.44 +22.2%
244 VTV VANGUARD INDEX FDS 235.0 $51K 0.01% $217.02 +4.3%
245 VLO VALERO ENERGY CORP Energy 194.0 $50K 0.01% +12.0 +6.6% $257.73 +35.8%
246 FTGS FIRST TR EXCHANGE-TRADED FD 1,365.0 $50K 0.01% NEW $36.63 +7.5%
247 ICF ISHARES TR 740.0 $50K 0.01% $67.57 +1.0%
248 IGM ISHARES TR 310.0 $50K 0.01% $161.29 -0.6%
249 FPE FIRST TR EXCH TRADED FD III 2,850.0 $50K 0.01% NEW $17.54 +0.9%
250 ASTS AST SPACEMOBILE INC Technology 555.0 $49K 0.01% -11.0 -1.9% $88.29 -24.0%
251 TRGP TARGA RES CORP Energy 183.0 $49K 0.01% -98.0 -34.9% $267.76 +11.2%
252 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 902.0 $47K 0.01% $52.11 +25.4%
253 COF CAPITAL ONE FINL CORP Financial Services 238.0 $47K 0.01% +21.0 +9.7% $197.48 +12.1%
254 CME CME GROUP INC Financial Services 210.0 $46K 0.01% -25.0 -10.6% $219.05 +24.0%
255 GOVT ISHARES TR 2,047.0 $46K 0.01% $22.47 -0.1%
256 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 48.0 $46K 0.01% +17.0 +54.8% $958.33 -5.7%
257 CMCSA COMCAST CORP NEW Communication Services 1,833.0 $45K 0.01% -369.0 -16.8% $24.55 +6.7%
258 PH PARKER-HANNIFIN CORP Industrials 47.0 $45K 0.01% +1.0 +2.2% $957.45 +8.8%
259 T AT&T INC Communication Services 2,219.0 $45K 0.01% +316.0 +16.6% $20.28 +22.8%
260 SGOV ISHARES TR 446.0 $44K 0.01% NEW $98.65 +1.9%
Page 13 of 88  ·  1,750 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%