BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLF SELECT SECTOR SPDR TR 3,582.0 $192K 0.04% $53.60 +8.0%
122 VGIT VANGUARD SCOTTSDALE FDS 3,197.0 $188K 0.04% $58.81 -0.7%
123 KBR KBR INC Industrials 5,276.0 $182K 0.03% +3K +169.2% $34.50 +9.5%
124 MO ALTRIA GROUP INC Consumer Defensive 2,542.0 $182K 0.03% +135.0 +5.6% $71.60 -9.3%
125 ENB ENBRIDGE INC Energy 3,170.0 $171K 0.03% $53.94 -4.9%
126 IBM INTERNATIONAL BUSINESS MACHS Technology 599.0 $168K 0.03% +58.0 +10.7% $280.47 -16.6%
127 SHEL SHELL PLC Energy 2,142.0 $166K 0.03% $77.50 +18.7%
128 ADP AUTOMATIC DATA PROCESSING IN Industrials 743.0 $166K 0.03% +46.0 +6.6% $223.42 +21.5%
129 SCHA SCHWAB STRATEGIC TR 4,617.0 $166K 0.03% $35.95 -2.5%
130 TXN TEXAS INSTRS INC Technology 560.0 $166K 0.03% +38.0 +7.3% $296.43 -8.3%
131 UNP UNION PAC CORP Industrials 608.0 $165K 0.03% -499.0 -45.1% $271.38 +10.5%
132 GLW CORNING INC Technology 647.0 $165K 0.03% +425.0 +191.4% $255.02 -37.6%
133 KO COCA COLA CO Consumer Defensive 2,025.0 $164K 0.03% +221.0 +12.2% $80.99 +9.7%
134 ELM SERIES PORTFOLIOS TR 5,535.0 $162K 0.03% $29.27 +1.2%
135 SPYG SPDR SERIES TRUST 1,356.0 $161K 0.03% -110.0 -7.5% $118.73 +1.9%
136 NFLX NETFLIX INC. Communication Services 2,159.0 $154K 0.03% +42.0 +2.0% $71.33 +10.3%
137 EOG EOG RES INC Energy 1,148.0 $148K 0.03% $128.92 +15.3%
138 IUSV ISHARES TR 1,331.0 $146K 0.03% -110.0 -7.6% $109.69 +4.8%
139 AMAT APPLIED MATLS INC Technology 203.0 $146K 0.03% +26.0 +14.7% $719.21 -29.6%
140 LMT LOCKHEED MARTIN CORP Industrials 286.0 $145K 0.03% +5.0 +1.8% $506.99 +20.2%
Page 7 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%