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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 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVLU ISHARES TR 10,063.0 $420K 0.08% NEW $41.74 +5.2%
62 VGT VANGUARD WORLD FD 3,521.0 $420K 0.08% +3K +700.2% $119.28 +0.4%
63 VGSH VANGUARD SCOTTSDALE FDS 7,076.0 $411K 0.08% $58.08 +0.1%
64 WFC WELLS FARGO & CO Financial Services 4,797.0 $396K 0.07% +126.0 +2.7% $82.55 +5.8%
65 NTSI WISDOMTREE TR 8,437.0 $393K 0.07% $46.58 +3.2%
66 QUAL ISHARES TR 1,787.0 $392K 0.07% $219.36 +2.2%
67 SPACE EXPLORATION TECHN CORP 2,292.0 $391K 0.07% NEW $170.59
68 SYY SYSCO CORP Consumer Defensive 4,499.0 $376K 0.07% -546.0 -10.8% $83.57 -1.7%
69 TMO THERMO FISHER SCIENTIFIC INC Healthcare 743.0 $372K 0.07% +16.0 +2.2% $500.67 +17.3%
70 AVUV AMERICAN CENTY ETF TR 2,923.0 $364K 0.07% NEW $124.53 +2.0%
71 LGIH LGI HOMES INC Consumer Cyclical 5,673.0 $361K 0.07% $63.63 -11.5%
72 UNH UNITEDHEALTH GROUP INC Healthcare 866.0 $359K 0.07% +65.0 +8.1% $414.55 -4.6%
73 AVEM AMERICAN CENTY ETF TR 3,610.0 $348K 0.07% $96.40 -4.4%
74 IJS ISHARES TR 2,552.0 $348K 0.07% $136.36 +1.5%
75 RWR SPDR SERIES TRUST 3,066.0 $346K 0.06% -1K -28.3% $112.85 +1.0%
76 INTC INTEL CORP Technology 2,466.0 $344K 0.06% +34.0 +1.4% $139.50 -31.2%
77 IAGG ISHARES TR 6,721.0 $340K 0.06% +7K +10000.0% $50.59 -1.6%
78 JPM JPMORGAN CHASE & CO Financial Services 1,010.0 $330K 0.06% +165.0 +19.5% $326.73 +10.5%
79 RSP INVESCO EXCHANGE TRADED FD T 1,550.0 $329K 0.06% +1K +208.8% $212.26 +4.0%
80 COP CONOCOPHILLIPS Energy 3,137.0 $326K 0.06% +24.0 +0.8% $103.92 +24.9%
Page 4 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%