Avion Wealth
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1792704
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$537.4M
Holdings
1,750
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Avion Wealth disclosed 1,750 positions worth $537.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 287 new positions and exited 91 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (85.4% of disclosed assets). All figures are sourced directly from Avion Wealth’s Form 13F-HR filing with the SEC under CIK 1792704.
AI Fund Analysis
StableVANGUARD BD INDEX FDS - VA
13.9% weight
Held 10 quarters
VANGUARD TAX-MANAGED FDS -
12.0% weight
Held 10 quarters
VANGUARD INDEX FDS - S&P 5
9.0% weight
Held 10 quarters
VANGUARD INTL EQUITY INDEX
7.1% weight
Held 10 quarters
VANGUARD INDEX FDS - MCAP
5.7% weight
Held 10 quarters
$INTC5 quarters accumulating
$CSCO5 quarters accumulating
$IBM5 quarters accumulating
$GLW5 quarters accumulating
$PH5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsEnergyIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD BD INDEX FDS - VANGUARD ULTRA
—Quality
$74.6M1,498,238 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$64.3M902,866 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$48.4M70,432 shVANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
—Quality
$38.3M457,003 shVANGUARD INDEX FDS - MCAP VL IDXVIP
—Quality
$30.7M155,392 shVANGUARD WHITEHALL FDS - HIGH DIV YLD
—Quality
$27.8M175,650 shVANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
—Quality
$27.6M570,842 shVANGUARD INDEX FDS - SM CP VAL ETF
—Quality
$23.2M95,456 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$20.5M55,297 shVANGUARD INDEX FDS - MID CAP ETF
—Quality
$17.3M214,461 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $74.6M | 1,498,238 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $64.3M | 902,866 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $48.4M | 70,432 |
| VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $38.3M | 457,003 |
| VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $30.7M | 155,392 |
| VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $27.8M | 175,650 |
| VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $27.6M | 570,842 |
| VANGUARD INDEX FDS - SM CP VAL ETF | — | $23.2M | 95,456 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $20.5M | 55,297 |
| VANGUARD INDEX FDS - MID CAP ETF | — | $17.3M | 214,461 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Avion Wealth's 1,750 positions.
Showing top 10 of 1,750 holdings.
Sector Allocation
Other
$458.7M
Technology
$26.3M
Financials
$14.1M
Energy
$10.2M
Industrials
$9.9M
Consumer Discretionary
$8.7M
Healthcare
$4.3M
Utilities
$1.3M
Top Holdings — Avion Wealth (Q2 2026)
Top 150 of 1,750 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $74.6M | 13.9% | +5% | — |
| 2 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $64.3M | 12.0% | -2% | — |
| 3 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $48.4M | 9.0% | +2% | — |
| 4 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $38.3M | 7.1% | +11% | — |
| 5 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $30.7M | 5.7% | -2% | — |
| 6 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $27.8M | 5.2% | +0% | — |
| 7 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $27.6M | 5.1% | +4% | — |
| 8 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $23.2M | 4.3% | +1% | — |
| 9 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $20.5M | 3.8% | +3% | — |
| 10 | — | VANGUARD INDEX FDS - MID CAP ETF | $17.3M | 3.2% | +336% | — |
| 11 | — | VANGUARD INDEX FDS - GROWTH ETF | $14.3M | 2.6% | +538% | — |
| 12 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $11.4M | 2.1% | -3% | — |
| 13 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $9.2M | 1.7% | -2% | — |
| 14 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $7.3M | 1.4% | -9% | — |
| 15 | — | ISHARES TR - CORE MSCI EAFE | $7.1M | 1.3% | -1% | — |
| 16 |  $NVDA | NVIDIA CORP | $5.7M | 1.1% | -4% | 85.9 |
| 17 |  $AAPL | Apple Inc. | $5.2M | 1.0% | +1% | 76.4 |
| 18 |  $GLD | SPDR GOLD TRUST | $5.1M | 0.9% | +1% | — |
| 19 | — | ISHARES TR - IBOXX HI YD ETF | $3.8M | 0.7% | +36% | — |
| 20 |  $SCI | SERVICE CORP INTERNATIONAL | $3.6M | 0.7% | +0% | 68.9 |
| 21 |  $KMI | KINDER MORGAN, INC. | $3.1M | 0.6% | -6% | 71.3 |
| 22 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $3.1M | 0.6% | -1% | — |
| 23 |  $TSLA | Tesla, Inc. | $2.8M | 0.5% | +4% | 53.9 |
| 24 |  $BA | BOEING CO | $2.7M | 0.5% | +0% | 61.6 |
| 25 |  $META | Meta Platforms, Inc. | $2.6M | 0.5% | +0% | 79.6 |
| 26 |  $AMZN | AMAZON COM INC | $2.5M | 0.5% | +4% | 68.7 |
| 27 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.4M | 0.4% | -7% | 73.8 |
| 28 |  $MSFT | MICROSOFT CORP | $2.2M | 0.4% | +6% | 79.8 |
| 29 | — | VANGUARD WORLD FD - FINANCIALS ETF | $2.2M | 0.4% | -2% | — |
| 30 | — | ISHARES TR - CORE S&P SCP ETF | $2.1M | 0.4% | +1% | — |
| 31 |  $GOOG | Alphabet Inc. | $1.9M | 0.3% | +12% | 78.2 |
| 32 |  $HAL | HALLIBURTON CO | $1.8M | 0.3% | -20% | 53.2 |
| 33 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.8M | 0.3% | +0% | 61.4 |
| 34 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $1.4M | 0.3% | -1% | — |
| 35 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $1.4M | 0.3% | +0% | — |
| 36 | — | ISHARES TR - CORE S&P500 ETF | $1.3M | 0.2% | +17% | — |
| 37 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.3M | 0.2% | +48% | — |
| 38 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.1M | 0.2% | -1% | — |
| 39 | — | ISHARES TR - CORE US AGGBD ET | $990,000 | 0.2% | +0% | — |
| 40 |  $ISRG | INTUITIVE SURGICAL INC | $973,000 | 0.2% | +268% | 79.9 |
| 41 |  $MU | MICRON TECHNOLOGY INC | $948,000 | 0.2% | +13% | 86.2 |
| 42 |  $LLY | ELI LILLY & Co | $925,000 | 0.2% | +6% | 87.5 |
| 43 | — | ISHARES TR - CORE UNIVRSL USD | $780,000 | 0.1% | NEW | — |
| 44 |  $AVGO | Broadcom Inc. | $742,000 | 0.1% | +11% | 84.5 |
| 45 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $725,000 | 0.1% | +17% | — |
| 46 |  $CVX | CHEVRON CORP | $713,000 | 0.1% | +2% | 62.8 |
| 47 |  $UAL | United Airlines Holdings, Inc. | $696,000 | 0.1% | -20% | 60.8 |
| 48 | $META | Meta Platforms, Inc. | $676,000 | 0.1% | +2% | 79.6 |
| 49 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $648,000 | 0.1% | -15% | — |
| 50 |  $WMT | Walmart Inc. | $645,000 | 0.1% | -0% | 60.2 |
| 51 |  $WT | WisdomTree, Inc. | $577,000 | 0.1% | +0% | 59.9 |
| 52 | — | ISHARES TR - CORE S&P MCP ETF | $560,000 | 0.1% | +6% | — |
| 53 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $550,000 | 0.1% | -0% | — |
| 54 | — | VANGUARD WORLD FD - ENERGY ETF | $543,000 | 0.1% | +6% | — |
| 55 |  $ET | Energy Transfer LP | $543,000 | 0.1% | -7% | 64.4 |
| 56 |  $V | VISA INC. | $541,000 | 0.1% | -1% | 82.9 |
| 57 | — | ISHARES TR - CORE S&P TTL STK | $510,000 | 0.1% | +0% | — |
| 58 |  $WPC | W. P. Carey Inc. | $459,000 | 0.1% | +0% | 65.9 |
| 59 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $442,000 | 0.1% | +1% | — |
| 60 |  $JNJ | JOHNSON & JOHNSON | $422,000 | 0.1% | +5% | 69 |
| 61 | — | VANGUARD WORLD FD - INF TECH ETF | $420,000 | 0.1% | +700% | — |
| 62 | — | ISHARES TR - MSCI INTL VLU FT | $420,000 | 0.1% | NEW | — |
| 63 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $411,000 | 0.1% | +0% | — |
| 64 |  $WFC | WELLS FARGO & COMPANY/MN | $396,000 | 0.1% | +3% | 61.8 |
| 65 | $WT | WisdomTree, Inc. | $393,000 | 0.1% | +0% | 59.9 |
| 66 | — | ISHARES TR - MSCI USA QLT FCT | $392,000 | 0.1% | -0% | — |
| 67 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $391,000 | 0.1% | NEW | — |
| 68 |  $SYY | SYSCO CORP | $376,000 | 0.1% | -11% | 54.7 |
| 69 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $372,000 | 0.1% | +2% | 65.1 |
| 70 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $364,000 | 0.1% | NEW | — |
| 71 |  $LGIH | LGI Homes, Inc. | $361,000 | 0.1% | +0% | 42.3 |
| 72 |  $UNH | UNITEDHEALTH GROUP INC | $359,000 | 0.1% | +8% | 62.7 |
| 73 | — | ISHARES TR - SP SMCP600VL ETF | $348,000 | 0.1% | +0% | — |
| 74 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $348,000 | 0.1% | +0% | — |
| 75 | — | SPDR SERIES TRUST - ST STR DOW REIT | $346,000 | 0.1% | -28% | — |
| 76 | $INTC | INTEL CORP | $344,000 | 0.1% | +1% | 45.6 |
| 77 | — | ISHARES TR - CORE INTL AGGR | $340,000 | 0.1% | NEW | — |
| 78 |  $JPM | JPMORGAN CHASE & CO | $330,000 | 0.1% | +20% | 70.7 |
| 79 |  $IVZ | Invesco Ltd. | $329,000 | 0.1% | +209% | — |
| 80 |  $COP | CONOCOPHILLIPS | $326,000 | 0.1% | +1% | 70.2 |
| 81 | — | ISHARES INC - CORE MSCI EMKT | $325,000 | 0.1% | +133% | — |
| 82 |  $RTX | RTX Corp | $310,000 | 0.1% | +2% | 73.2 |
| 83 | — | ISHARES TR - SELECT DIVID ETF | $309,000 | 0.1% | +0% | — |
| 84 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $302,000 | 0.1% | +546% | — |
| 85 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $296,000 | 0.1% | +0% | — |
| 86 |  $GOOGL | Alphabet Inc. | $295,000 | 0.1% | +0% | 78.2 |
| 87 |  $SLB | SLB LIMITED/NV | $293,000 | 0.1% | -11% | 57.9 |
| 88 |  $ED | CONSOLIDATED EDISON INC | $292,000 | 0.1% | +0% | 67.3 |
| 89 |  $NEE | NEXTERA ENERGY INC | $291,000 | 0.1% | -12% | 64.6 |
| 90 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $286,000 | 0.1% | +0% | — |
| 91 | — | ISHARES TR - MSCI EAFE ETF | $285,000 | 0.1% | -4% | — |
| 92 |  $DVN | DEVON ENERGY CORP/DE | $285,000 | 0.1% | +2% | 74.8 |
| 93 |  $SOFI | SoFi Technologies, Inc. | $284,000 | 0.1% | +44% | 62.4 |
| 94 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $277,000 | 0.1% | +0% | — |
| 95 |  $TCBX | Third Coast Bancshares, Inc. | $274,000 | 0.1% | +0% | 65.9 |
| 96 |  $SPY | SPDR S&P 500 ETF TRUST | $274,000 | 0.1% | +1% | — |
| 97 |  $CAT | CATERPILLAR INC | $273,000 | 0.1% | -40% | 66.5 |
| 98 |  $MRK | Merck & Co., Inc. | $266,000 | 0.1% | +6% | 59.9 |
| 99 |  $C | CITIGROUP INC | $265,000 | 0.1% | +4% | 65 |
| 100 | — | ARK ETF TR - AUTNMUS TECHNLGY | $264,000 | 0.1% | +0% | — |
| 101 |  $HD | HOME DEPOT, INC. | $263,000 | 0.1% | -5% | 60.3 |
| 102 | $WT | WisdomTree, Inc. | $262,000 | 0.1% | +0% | 59.9 |
| 103 | — | ISHARES TR - RUS 1000 GRW ETF | $254,000 | 0.1% | +429% | — |
| 104 |  $PLTR | Palantir Technologies Inc. | $254,000 | 0.1% | -3% | 84.6 |
| 105 |  $ETN | Eaton Corp plc | $250,000 | 0.1% | -2% | — |
| 106 | $CSCO | CISCO SYSTEMS, INC. | $240,000 | 0.0% | +11% | 70.3 |
| 107 | — | PACER FDS TR - TRENDP US LAR CP | $239,000 | 0.0% | +0% | — |
| 108 |  $AMD | ADVANCED MICRO DEVICES INC | $237,000 | 0.0% | +7% | 79.8 |
| 109 |  $SABA | Saba Capital Income & Opportunities Fund II | $233,000 | 0.0% | -3% | — |
| 110 |  $PSX | Phillips 66 | $232,000 | 0.0% | +1% | 57.8 |
| 111 | — | ISHARES INC - MSCI EMRG CHN | $232,000 | 0.0% | -26% | — |
| 112 | — | ISHARES TR - HIGH YLD SYSTM B | $228,000 | 0.0% | NEW | — |
| 113 |  $AMGN | AMGEN INC | $225,000 | 0.0% | +3% | 79.2 |
| 114 |  $MCD | MCDONALDS CORP | $220,000 | 0.0% | +2% | 69 |
| 115 | — | ISHARES TR - CORE DIV GRWTH | $216,000 | 0.0% | +823% | — |
| 116 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $215,000 | 0.0% | +115% | — |
| 117 |  $AXP | AMERICAN EXPRESS CO | $204,000 | 0.0% | +4% | 69.4 |
| 118 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $200,000 | 0.0% | -8% | — |
| 119 |  $COST | COSTCO WHOLESALE CORP /NEW | $198,000 | 0.0% | +5% | 66.2 |
| 120 |  $MCK | MCKESSON CORP | $196,000 | 0.0% | -2% | 63.4 |
| 121 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $192,000 | 0.0% | +0% | — |
| 122 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $188,000 | 0.0% | +0% | — |
| 123 |  $MO | ALTRIA GROUP, INC. | $182,000 | 0.0% | +6% | 67.4 |
| 124 |  $KBR | KBR, INC. | $182,000 | 0.0% | +169% | 56.2 |
| 125 |  $ENB | ENBRIDGE INC | $171,000 | 0.0% | +0% | 66.7 |
| 126 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $168,000 | 0.0% | +11% | 70 |
| 127 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $166,000 | 0.0% | +0% | — |
| 128 |  $TXN | TEXAS INSTRUMENTS INC | $166,000 | 0.0% | +7% | 73.4 |
| 129 |  $ADP | AUTOMATIC DATA PROCESSING INC | $166,000 | 0.0% | +7% | 69.8 |
| 130 |  $SHEL | Shell plc | $166,000 | 0.0% | +0% | — |
| 131 | $GLW | CORNING INC /NY | $165,000 | 0.0% | +191% | 73.7 |
| 132 |  $UNP | UNION PACIFIC CORP | $165,000 | 0.0% | -45% | 69.7 |
| 133 |  $KO | COCA COLA CO | $164,000 | 0.0% | +12% | 69.5 |
| 134 | — | SERIES PORTFOLIOS TR - ELM MAR NAV ETF | $162,000 | 0.0% | +0% | — |
| 135 | — | SPDR SERIES TRUST - ST STR P500GRW | $161,000 | 0.0% | -8% | — |
| 136 |  $NFLX | NETFLIX INC | $154,000 | 0.0% | +2% | 78.8 |
| 137 |  $EOG | EOG RESOURCES INC | $148,000 | 0.0% | -0% | 71.9 |
| 138 |  $AMAT | APPLIED MATERIALS INC /DE | $146,000 | 0.0% | +15% | 72.3 |
| 139 | — | ISHARES TR - CORE S&P US VLU | $146,000 | 0.0% | -8% | — |
| 140 |  $LMT | LOCKHEED MARTIN CORP | $145,000 | 0.0% | +2% | 65.6 |
| 141 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $143,000 | 0.0% | NEW | — |
| 142 |  $LRCX | LAM RESEARCH CORP | $143,000 | 0.0% | +28% | 79.4 |
| 143 |  $BAC | BANK OF AMERICA CORP /DE/ | $143,000 | 0.0% | +11% | 67.6 |
| 144 |  $SBUX | STARBUCKS CORP | $142,000 | 0.0% | +2% | 58.2 |
| 145 | — | ISHARES TR - RUSSELL 2000 ETF | $141,000 | 0.0% | +0% | — |
| 146 |  $GE | GENERAL ELECTRIC CO | $137,000 | 0.0% | +17% | 73.8 |
| 147 |  $PG | PROCTER & GAMBLE Co | $134,000 | 0.0% | +3% | 64.6 |
| 148 | — | ABRDN ETFS - BBRG ALL COMD K1 | $134,000 | 0.0% | NEW | — |
| 149 |  $APP | AppLovin Corp | $134,000 | 0.0% | +4% | 84.4 |
| 150 |  $MCHP | MICROCHIP TECHNOLOGY INC | $133,000 | 0.0% | +3% | 52.9 |
New Positions (287)
ISHARES TR - CORE UNIVRSL USD$780,000
ISHARES TR - MSCI INTL VLU FT$420,000
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$391,000 AMERICAN CENTY ETF TR - US SML CP VALU$364,000
ISHARES TR - HIGH YLD SYSTM B$228,000
SPDR INDEX SHS FDS - ST PORT MARK ETF$143,000
ABRDN ETFS - BBRG ALL COMD K1$134,000
GLOBAL X FDS - U S ELECT ETF$125,000
$MFC MANULIFE FINANCIAL CORP$123,000 ISHARES TR - CONV BD ETF$113,000
$IAUM iShares Gold Trust Micro$74,000 FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF$72,000
$DUOL Duolingo, Inc.$70,000 FIRST TR EXCHANGE-TRADED FD - SHS$60,000
SCHWAB STRATEGIC TR - US LCAP VA ETF$52,000
Exited Positions (91)
$XOM.R34088 EXXON MOBIL CORP
$CVGW CALAVO GROWERS INC$SOFICALL SoFi Technologies, Inc.
$SEZL Sezzle Inc.
$GEOCALL GEO GROUP INC
$DELLCALL Dell Technologies Inc.
$WSR Whitestone REIT EATON VANCE TAX-MANAGED GLOB
$NXDT NEXPOINT DIVERSIFIED REAL ESTATE TRUST
$SBSW Sibanye Stillwater Ltd
$HOLX HOLOGIC INC
$OPAD Offerpad Solutions Inc. BITFARMS LTD
$WASH WASHINGTON TRUST BANCORP INC
$FOLD AMICUS THERAPEUTICS, INC.Browse Top Institutional Investors
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