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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 67 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 PXH INVESCO EXCH TRADED FD TR II 70.0 $1K $14.29 +103.5%
1322 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 466.0 $1K $2.15 +328.6%
1323 EPP ISHARES INC 27.0 $1K $37.04 +54.9%
1324 IGSB ISHARES TR 22.0 $1K $45.45 +14.7%
1325 IHI ISHARES TR 38.0 $1K $26.32 +111.2%
1326 XJH ISHARES TR 36.0 $1K $27.78 +85.9%
1327 J JACOBS SOLUTIONS INC Industrials 8.0 $1K $125.00 +18.6%
1328 KBH KB HOME Consumer Cyclical 20.0 $1K +6.0 +42.9% $50.00 +10.0%
1329 KNSL KINSALE CAP GROUP INC Financial Services 4.0 $1K NEW $250.00 +52.6%
1330 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 25.0 $1K $40.00 +74.2%
1331 KOPN KOPIN CORP Technology 305.0 $1K NEW $3.28 +44.9%
1332 LAMR LAMAR ADVERTISING CO Real Estate 7.0 $1K NEW $142.86 +6.2%
1333 LC HAPPEN INC Financial Services 96.0 $1K $10.42 +84.4%
1334 LMNR LIMONEIRA CO Consumer Defensive 100.0 $1K $10.00 +40.0%
1335 LNC LINCOLN NATL CORP IND Financial Services 35.0 $1K +14.0 +66.7% $28.57 +47.7%
1336 LCID LUCID GROUP INC Consumer Cyclical 189.0 $1K +85.0 +81.7% $5.29 +7.3%
1337 LYFT LYFT INC Technology 100.0 $1K -200.0 -66.7% $10.00 +72.7%
1338 MGEE MGE ENERGY INC Utilities 20.0 $1K NEW $50.00 +61.9%
1339 MHO M/I HOMES INC Consumer Cyclical 9.0 $1K $111.11 +35.5%
1340 MAIR MADISON AIR SOLUTIONS CORP Industrials 29.0 $1K NEW $34.48 -24.3%
Page 67 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%