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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 5 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEMG ISHARES INC 3,924.0 $325K 0.06% +2K +133.2% $82.82 -3.7%
82 RTX RTX CORPORATION Industrials 1,637.0 $310K 0.06% +31.0 +1.9% $189.37 +18.3%
83 DVY ISHARES TR 1,978.0 $309K 0.06% $156.22 +5.9%
84 XLK SELECT SECTOR SPDR TR 1,588.0 $302K 0.06% +1K +545.5% $190.18 -2.5%
85 SCHM SCHWAB STRATEGIC TR 8,046.0 $296K 0.06% $36.79 -1.7%
86 GOOG ALPHABET INC Communication Services 836.0 $295K 0.06% $352.87 -3.4%
87 SLB SLB LIMITED Energy 6,320.0 $293K 0.06% -792.0 -11.1% $46.36 +14.9%
88 ED CONSOLIDATED EDISON INC Utilities 2,647.0 $292K 0.05% $110.31 -0.9%
89 NEE NEXTERA ENERGY INC Utilities 3,322.0 $291K 0.05% -439.0 -11.7% $87.60 -1.0%
90 VV VANGUARD INDEX FDS 834.0 $286K 0.05% $342.93 +3.2%
91 DVN DEVON ENERGY CORP NEW Energy 6,912.0 $285K 0.05% +106.0 +1.6% $41.23 +16.4%
92 EFA ISHARES TR 2,745.0 $285K 0.05% -104.0 -3.6% $103.83 +3.4%
93 SOFI SOFI TECHNOLOGIES INC Financial Services 15,884.0 $284K 0.05% +5K +43.7% $17.88 +0.2%
94 DFIV DIMENSIONAL ETF TRUST 5,140.0 $277K 0.05% $53.89 +7.1%
95 SPY STATE STR SPDR S&P 500 ETF T Financial Services 367.0 $274K 0.05% +3.0 +0.8% $746.59 +2.9%
96 TCBX THIRD COAST BANCSHARES INC Financial Services 6,800.0 $274K 0.05% $40.29 +13.1%
97 CAT CATERPILLAR INC Industrials 257.0 $273K 0.05% -170.0 -39.8% $1062.26 -21.1%
98 MRK MERCK & CO INC Healthcare 2,071.0 $266K 0.05% +115.0 +5.9% $128.44 +5.4%
99 C CITIGROUP INC Financial Services 1,894.0 $265K 0.05% +74.0 +4.1% $139.92 -1.8%
100 ARKQ ARK ETF TR 2,000.0 $264K 0.05% $132.00 -3.6%
Page 5 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%