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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 36 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 GUNR FLEXSHARES TR 144.0 $7K 0.00% $48.61 +17.1%
702 FOXA FOX CORP Communication Services 136.0 $7K 0.00% +15.0 +12.4% $51.47 +33.2%
703 MLPA GLOBAL X FDS 141.0 $7K 0.00% $49.65 +13.6%
704 HHH HOWARD HUGHES HOLDINGS INC Real Estate 104.0 $7K 0.00% +8.0 +8.3% $67.31 -1.2%
705 HUBB HUBBELL INC Industrials 14.0 $7K 0.00% +4.0 +40.0% $500.00 -6.0%
706 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 64.0 $7K 0.00% -11.0 -14.7% $109.38 +47.4%
707 PPA INVESCO EXCHANGE TRADED FD T 41.0 $7K 0.00% $170.73 +1.7%
708 IXC ISHARES TR 144.0 $7K 0.00% $48.61 +20.3%
709 IYR ISHARES TR 77.0 $7K 0.00% $90.91 +15.2%
710 EWJ ISHARES INC 81.0 $7K 0.00% $86.42 +10.1%
711 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 149.0 $7K 0.00% +110.0 +282.1% $46.98 +21.7%
712 KGLD KURV ETF TR 300.0 $7K 0.00% NEW $23.33 +26.9%
713 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 19.0 $7K 0.00% +16.0 +533.3% $368.42 -27.6%
714 PCG PG&E CORP Utilities 452.0 $7K 0.00% +58.0 +14.7% $15.49 +13.6%
715 PPG PPG INDS INC Basic Materials 65.0 $7K 0.00% +32.0 +97.0% $107.69 +5.5%
716 PSTG EVERPURE INC 97.0 $7K 0.00% +13.0 +15.5% $72.16
717 DRAM ROUNDHILL ETF TRUST 100.0 $7K 0.00% NEW $70.00 -17.6%
718 RGLD ROYAL GOLD INC Basic Materials 37.0 $7K 0.00% +11.0 +42.3% $189.19 +36.9%
719 SPYM SPDR SERIES TRUST 86.0 $7K 0.00% +40.0 +87.0% $81.40 +10.7%
720 SFNC SIMMONS FIRST NATL CORP Financial Services 345.0 $7K 0.00% $20.29 +13.4%
Page 36 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 28.1%
Financial Services 15.6%
Consumer Cyclical 15.5%
Energy 12.0%
Industrials 9.7%
Healthcare 6.9%
Communication Services 4.6%
Consumer Defensive 3.2%
Utilities 1.9%
Real Estate 1.6%