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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 88 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 MATIV HOLDINGS INC 106.0
1742 SINCLAIR INC 35.0 NEW
1743 SITE CTRS CORP 201.0 NEW
1744 SOUTH BOW CORP 16.0
1745 DATAVAULT AI INC 2,018.0 +1K +101.8%
1746 SOMNIGROUP INTERNATIONAL INC 8.0 NEW
1747 TIDAL TRUST II 40.0
1748 PAYSAFE LIMITED 84.0
1749 VERSIGENT PLC 12.0 NEW
1750 ICECURE MED LTD 195.0 NEW
Page 88 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%