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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 87 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 FITLIFE BRANDS INC 51.0 NEW
1722 HAWKEYE 360 INC 16.0 NEW
1723 HUT 8 CORP 5.0 NEW
1724 INFINITY NAT RES INC 46.0
1725 GREENLAND MINES LTD 1,389.0 NEW
1726 LIFTOFF MOBILE INC 19.0 NEW
1727 LOANDEPOT INC 53.0
1728 MNTN INC 51.0 +4.0 +8.5%
1729 MIAMI INTL HLDGS INC 15.0
1730 MICROVAST HOLDINGS INC 1,000.0
1731 GEN DIGITAL INC 32.0
1732 T3 DEFENSE INC 5,494.0 +5K +1768.7%
1733 OCCIDENTAL PETE CORP 23.0
1734 OPENDOOR TECHNOLOGIES INC 16.0 -43.0 -72.9%
1735 OPENDOOR TECHNOLOGIES INC 16.0 -43.0 -72.9%
1736 OPENDOOR TECHNOLOGIES INC 16.0 -43.0 -72.9%
1737 POLESTAR AUTOMOTIVE HLDG UK 5.0
1738 UPBOUND GROUP INC 29.0 NEW
1739 SES AI CORPORATION 500.0
1740 SAFEHOLD INC 35.0 NEW
Page 87 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%