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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 9 of 88  ·  1,750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BUFR FIRST TR EXCHNG TRADED FD VI 3,186.0 $116K 0.02% $36.41 +2.4%
162 CSX CSX CORP Industrials 2,434.0 $115K 0.02% +245.0 +11.2% $47.25 +6.3%
163 MA MASTERCARD INCORPORATED Financial Services 223.0 $114K 0.02% +26.0 +13.2% $511.21 +12.3%
164 ICVT ISHARES TR 932.0 $113K 0.02% NEW $121.24 -4.0%
165 TJX TJX COS INC NEW Consumer Cyclical 733.0 $111K 0.02% +47.0 +6.8% $151.43 -0.4%
166 VTR VENTAS INC Real Estate 1,232.0 $109K 0.02% +9.0 +0.7% $88.47 +3.1%
167 PANW PALO ALTO NETWORKS INC Technology 320.0 $109K 0.02% -27.0 -7.8% $340.62 +9.8%
168 IBIT ISHARES BITCOIN TRUST ETF Financial Services 3,285.0 $109K 0.02% $33.18 +10.3%
169 SCHF SCHWAB STRATEGIC TR 3,920.0 $108K 0.02% $27.55 +1.8%
170 DIS DISNEY WALT CO Communication Services 1,123.0 $108K 0.02% +133.0 +13.4% $96.17 +8.1%
171 VDC VANGUARD WORLD FD 472.0 $106K 0.02% -53.0 -10.1% $224.58 +3.4%
172 DRI DARDEN RESTAURANTS INC Consumer Cyclical 503.0 $103K 0.02% +13.0 +2.6% $204.77 +6.9%
173 BP BP PLC Energy 2,800.0 $103K 0.02% -582.0 -17.2% $36.79 +18.0%
174 QQQM INVESCO EXCH TRADED FD TR II 331.0 $100K 0.02% $302.11 -2.2%
175 RWL INVESCO EXCH TRADED FD TR II 784.0 $100K 0.02% $127.55 +5.4%
176 CNP CENTERPOINT ENERGY INC Utilities 2,204.0 $97K 0.02% +83.0 +3.9% $44.01 -7.9%
177 LOW LOWES COS INC Consumer Cyclical 443.0 $97K 0.02% -27.0 -5.7% $218.96 -1.5%
178 LRGF ISHARES TR 1,266.0 $95K 0.02% $75.04 +4.4%
179 LUV SOUTHWEST AIRLS CO Industrials 1,792.0 $92K 0.02% -759.0 -29.8% $51.34 -17.2%
180 EATON VANCE TAX-MANAGED BUY- 6,161.0 $91K 0.02% $14.77
Page 9 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%