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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 2 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KMI KINDER MORGAN INC DEL Energy 96,078.0 $3.1M 0.57% -6K -6.1% $31.96 +2.5%
22 VWO VANGUARD INTL EQUITY INDEX F 51,314.0 $3.1M 0.57% -565.0 -1.1% $59.67 -0.1%
23 TSLA TESLA INC Consumer Cyclical 6,612.0 $2.8M 0.52% +231.0 +3.6% $420.60 -19.5%
24 BA BOEING CO Industrials 12,690.0 $2.7M 0.51% $216.47 +4.2%
25 BSV VANGUARD BD INDEX FDS 32,891.0 $2.6M 0.48% $77.89 -0.3%
26 AMZN AMAZON COM INC Consumer Cyclical 10,527.0 $2.5M 0.47% +363.0 +3.6% $238.24 +9.3%
27 BERKSHIRE HATHAWAY INC DEL 4,728.0 $2.4M 0.44% -342.0 -6.8% $500.21
28 MSFT MICROSOFT CORP Technology 5,927.0 $2.2M 0.41% +317.0 +5.7% $372.87 +29.2%
29 VFH VANGUARD WORLD FD 16,686.0 $2.2M 0.41% -295.0 -1.7% $131.55 +7.7%
30 IJR ISHARES TR 13,873.0 $2.1M 0.38% +145.0 +1.1% $148.27 +0.1%
31 GOOGL ALPHABET INC Communication Services 5,248.0 $1.9M 0.35% +579.0 +12.4% $357.28 -4.0%
32 HAL HALLIBURTON CO Energy 51,680.0 $1.8M 0.33% -13K -19.8% $33.94 +2.6%
33 EPD ENTERPRISE PRODS PARTNERS L Energy 47,669.0 $1.8M 0.33% $36.75 +5.5%
34 VOOV VANGUARD ADMIRAL FDS INC 6,341.0 $1.4M 0.26% -51.0 -0.8% $219.21 +4.4%
35 SCHZ SCHWAB STRATEGIC TR 58,784.0 $1.4M 0.25% $23.12 -1.6%
36 IVV ISHARES TR 1,752.0 $1.3M 0.24% +251.0 +16.7% $748.86 +3.1%
37 SCHG SCHWAB STRATEGIC TR 37,432.0 $1.3M 0.24% +12K +47.7% $33.82 +4.4%
38 BND VANGUARD BD INDEX FDS 15,111.0 $1.1M 0.21% -208.0 -1.4% $73.39 -1.7%
39 AGG ISHARES TR 10,010.0 $990K 0.18% $98.90 -1.6%
40 ISRG INTUITIVE SURGICAL INC Healthcare 2,448.0 $973K 0.18% +2K +267.6% $397.47 +0.3%
Page 2 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%