Avion Wealth

SEC CIK
0001792704

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 31, 2026.SEC

Positions
1,747
+198 vs. Q1 2026
Total value
$537.4M
+$53.59M (+11.1%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Avion Wealth holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
VANGUARD BD INDEX FDS92203C303VANGUARD ULTRA1,498,238$74.58M13.88%+66,288+4.6%Added–
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF902,866$64.33M11.97%−15,104−1.6%Reduced–
VANGUARD S&P 500 ETF922908363ETF70,432$48.37M9.00%+1,514+2.2%Added–
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775ETF457,003$38.27M7.12%+44,132+10.7%Added–
VANGUARD MORNINGSTAR MID-CAP VALUE ETF922908512ETF155,392$30.71M5.71%−2,439−1.5%Reduced–
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF175,650$27.76M5.17%+763+0.4%Added–
VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407ETF570,842$27.65M5.14%+20,565+3.7%Added–
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611ETF95,456$23.19M4.32%+485+0.5%Added–
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF55,297$20.46M3.81%+1,418+2.6%Added–
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF214,461$17.28M3.22%+165,228+335.6%Added–
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF165,513$14.26M2.65%+139,559+537.7%Added–
DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708ETF256,434$11.38M2.12%−7,653−2.9%Reduced–
VANGUARD REAL ESTATE ETF922908553ETF95,604$9.22M1.72%−1,795−1.8%Reduced–
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R833ETF71,928$7.25M1.35%−7,299−9.2%Reduced–
ISHARES CORE MSCI EAFE ETF46432F842ETF73,959$7.14M1.33%−938−1.3%Reduced–
NVDANVIDIA CORPORATION COMStock28,543$5.71M1.06%−1,140−3.8%ReducedView
AAPLAPPLE INC COMStock18,123$5.24M0.98%+202+1.1%AddedView
GLDSPDR GOLD SHARESETF13,792$5.08M0.95%+144+1.1%AddedView
ISHARES TR464288513IBOXX HI YD ETF47,139$3.77M0.70%+12,415+35.8%Added–
SCISERVICE CORP INTLCOM47,089$3.58M0.67%00.0%UnchangedView
KMIKINDER MORGAN INC DEL COMStock96,078$3.07M0.57%−6,211−6.1%ReducedView
VANGUARD FTSE EMERGING MARKETS ETF922042858ETF51,314$3.06M0.57%−565−1.1%Reduced–
TSLATESLA INC COMStock6,612$2.78M0.52%+231+3.6%AddedView
BABOEING CO COMStock12,690$2.75M0.51%+32+0.3%AddedView
VANGUARD SHORT-TERM BOND ETF921937827ETF32,891$2.56M0.48%+54+0.2%Added–
AMZNAMAZON COM INC COMStock10,527$2.51M0.47%+363+3.6%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock4,728$2.37M0.44%−342−6.7%ReducedView
MSFTMICROSOFT CORP COMStock5,927$2.21M0.41%+317+5.7%AddedView
VANGUARD FINANCIALS ETF92204A405ETF16,686$2.2M0.41%−295−1.7%Reduced–
ISHARES CORE S&P SMALL CAP ETF464287804ETF13,873$2.06M0.38%+145+1.1%Added–
GOOGLALPHABET INC CAP STK CL AStock5,248$1.88M0.35%+579+12.4%AddedView
HALHALLIBURTON CO COMStock51,680$1.75M0.33%−12,721−19.8%ReducedView
EPDENTERPRISE PRODS PARTNERS L P COMStock47,669$1.75M0.33%00.0%UnchangedView
VANGUARD S&P 500 VALUE ETF921932703ETF6,341$1.39M0.26%−51−0.8%Reduced–
SCHWAB US AGGREGATE BOND ETF808524839ETF58,784$1.36M0.25%00.0%Unchanged–
ISHARES CORE S&P 500 ETF464287200ETF1,752$1.31M0.24%+251+16.7%Added–
SCHWAB U.S. LARGE-CAP GROWTH ETF808524300ETF37,432$1.27M0.24%+12,084+47.7%Added–
VANGUARD TOTAL BOND MARKET ETF921937835ETF15,111$1.11M0.21%−208−1.4%Reduced–
ISHARES CORE U.S. AGGREGATE BOND ETF464287226ETF10,010$990K0.18%+40.0%Added–
ISRGINTUITIVE SURGICAL INCCOM NEW2,448$973K0.18%+1,782+267.6%AddedView
MUMICRON TECHNOLOGY INC COMStock822$948K0.18%+97+13.4%AddedView
LLYELI LILLY & CO COMStock772$925K0.17%+45+6.2%AddedView
ISHARES TR46434V613CORE UNIVRSL USD16,905$780K0.15%+16,905New–
AVGOBROADCOM INC COMStock1,965$742K0.14%+201+11.4%AddedView
VANGUARD MALVERN FDS922020805STRM INFPROIDX14,438$725K0.13%+2,073+16.8%Added–
CVXCHEVRON CORPORATION COMStock4,306$713K0.13%+91+2.2%AddedView
UALUNITED AIRLS HLDGS INCCOM5,123$696K0.13%−1,310−20.4%ReducedView
METAMETA PLATFORMS INC CL AStock1,201$676K0.13%+20+1.7%AddedView
VANGUARD DIVIDEND APPRECIATION ETF921908844ETF2,740$648K0.12%−498−15.4%Reduced–
WMTWALMART INC COMStock5,703$645K0.12%−3−0.1%ReducedView
WISDOMTREE TR97717Y790US EFFIC CORE FD9,783$577K0.11%00.0%Unchanged–
ISHARES CORE S&P MID-CAP ETF464287507ETF7,265$560K0.10%+405+5.9%Added–
INVESCO QQQ TRUST SERIES I46090E103ETF748$550K0.10%−2−0.3%Reduced–
VANGUARD ENERGY ETF92204A306ETF3,619$543K0.10%+193+5.6%Added–
ETENERGY TRANSFER L PCOM UT LTD PTN28,446$543K0.10%−2,273−7.4%ReducedView
VVISA INC COM CL AStock1,578$541K0.10%−21−1.3%ReducedView
ISHARES TR464287150CORE S&P TTL STK3,107$510K0.09%00.0%Unchanged–
WPCWP CAREY INCCOM6,433$459K0.09%+7+0.1%AddedView
SCHWAB US DIVIDEND EQUITY ETF808524797ETF13,968$442K0.08%+109+0.8%Added–
JNJJOHNSON & JOHNSON COMStock1,663$422K0.08%+77+4.9%AddedView
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF3,521$420K0.08%+3,081+700.2%Added–
ISHARES TR46435G409MSCI INTL VLU FT10,063$420K0.08%+10,063New–
VANGUARD SCOTTSDALE FDS92206C102SHORT TERM TREAS7,076$411K0.08%00.0%Unchanged–
WFCWELLS FARGO & CO COMStock4,797$396K0.07%+126+2.7%AddedView
WISDOMTREE TR97717Y634INTERNATIONL EFI8,437$393K0.07%00.0%Unchanged–
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF1,787$392K0.07%−2−0.1%Reduced–
SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK2,292$391K0.07%+2,292NewView
SYYSYSCO CORP COMStock4,499$376K0.07%−546−10.8%ReducedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock743$372K0.07%+16+2.2%AddedView
AMERICAN CENTY ETF TR025072877US SML CP VALU2,923$364K0.07%+2,923New–
LGIHLGI HOMES INCCOM5,673$361K0.07%+13+0.2%AddedView
UNHUNITEDHEALTH GROUP INC COMStock866$359K0.07%+65+8.1%AddedView
ISHARES S&P SMALL-CAP 600 VALUE ETF464287879ETF2,552$348K0.06%00.0%Unchanged–
AMERICAN CENTY ETF TR025072604AVANTIS EMGMKT3,610$348K0.06%00.0%Unchanged–
SPDR SERIES TRUST78464A607ST STR DOW REIT3,066$346K0.06%−1,208−28.3%Reduced–
INTCINTEL CORP COMStock2,466$344K0.06%+34+1.4%AddedView
ISHARES TR46435G672CORE INTL AGGR6,721$340K0.06%+6,713+83,912.5%Added–
JPMJPMORGAN CHASE & CO COMStock1,010$330K0.06%+165+19.5%AddedView
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT1,550$329K0.06%+1,048+208.8%Added–
COPCONOCOPHILLIPS COMStock3,137$326K0.06%+24+0.8%AddedView
ISHARES CORE MSCI EMERGING MARKETS ETF46434G103ETF3,924$325K0.06%+2,241+133.2%Added–
RTXRTX CORPORATION COMStock1,637$310K0.06%+31+1.9%AddedView
ISHARES SELECT DIVIDEND ETF464287168ETF1,978$309K0.06%00.0%Unchanged–
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF1,588$302K0.06%+1,342+545.5%Added–
SCHWAB U.S. MID-CAP ETF808524508ETF8,046$296K0.06%00.0%Unchanged–
GOOGALPHABET INC CAP STK CL CStock836$295K0.05%00.0%UnchangedView
SLBSLB LIMITED COM STKStock6,320$293K0.05%−792−11.1%ReducedView
EDCONSOLIDATED EDISON INC COMStock2,647$292K0.05%+4+0.2%AddedView
NEENEXTERA ENERGY INC COMStock3,322$291K0.05%−439−11.7%ReducedView
VANGUARD MORNINGSTAR LARGE-CAP ETF922908637ETF834$286K0.05%00.0%Unchanged–
DVNDEVON ENERGY CORP NEW COMStock6,912$285K0.05%+106+1.6%AddedView
ISHARES MSCI EAFE ETF464287465ETF2,745$285K0.05%−104−3.7%Reduced–
SOFISOFI TECHNOLOGIES INC COMStock11,084$284K0.05%+27+0.2%AddedView
DIMENSIONAL ETF TRUST25434V807INTERNATNAL VAL5,140$277K0.05%00.0%Unchanged–
SPYSTATE STREET SPDR S&P 500 ETFETF367$274K0.05%+3+0.8%AddedView
TCBXTHIRD COAST BANCSHARES INCCOM6,800$274K0.05%00.0%UnchangedView
CATCATERPILLAR INC COMStock257$273K0.05%−170−39.8%ReducedView
MRKMERCK & CO INC COMStock2,071$266K0.05%+115+5.9%AddedView
CCITIGROUP INC COM NEWStock1,894$265K0.05%+74+4.1%AddedView
ARK ETF TR00214Q203AUTNMUS TECHNLGY2,000$264K0.05%00.0%Unchanged–

Sold out since Q1 2026 (95)

Positions held at the end of Q1 2026 that are no longer in this filing.

Avion Wealth positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
XOMEXXON MOBIL CORPCOM14,970$2.54M0.52%
CALAVO GROWERS INC128246105COM6,200$159K0.03%
VANGUARD TOTAL WORLD STOCK ETF922042742ETF313$43K0.01%
SEZLSEZZLE INCCOM600$37K0.01%
HONHoneywell TechnologiesCOM138$31K0.01%
WHITESTONE REIT966084204COM1,500$24K0.00%
CCLCARNIVAL CORPUNIT 99/99/9999675$17K0.00%
AQUESTIVE THERAPEUTICS INC03843E904CALL–$12K0.00%
DDDUPONT DE NEMOURS INCCOM276$12K0.00%
EXGEATON VANCE TAX-MANAGED GLOBCOM1,000$8K0.00%
NXDTNEXPOINT DIVERSIFIED REL ETCOM NEW1,573$7K0.00%
SBSWSIBANYE STILLWATER LTDSPONSORED ADR500$6K0.00%
HOLOGIC INC436440101COM90$6K0.00%
INVESCO EXCH TRADED FD TR II46138E628KBW BK ETF74$5K0.00%
OPADOFFERPAD SOLUTIONS INCCOM CL A8,167$5K0.00%
BITFARMS LTD COM09173B107Stock2,104$4K0.00%
WASHWASHINGTON TR BANCORP INCCOM100$3K0.00%
LIBERTY BROADBAND CORP530307305COM SER C43$2K0.00%
AMICUS THERAPEUTICS INC03152W109COM192$2K0.00%
JKHYHENRY JACK & ASSOC INC COMStock9$1K0.00%
COTERRA ENERGY INC COM127097103Stock42$1K0.00%
TWTRADEWEB MKTS INC CL AStock10$1K0.00%
KKRKKR & CO INCCOM14$1K0.00%
CALYCALLAWAY GOLF COCOM100$1K0.00%
TNLTRAVEL PLUS LEISURE COCOM28$1K0.00%
HRLHORMEL FOODS CORPCOM67$1K0.00%
FCNFTI CONSULTING INCCOM9$1K0.00%
HCKTHACKETT GROUP INCCOM113$1K0.00%
PHGKONINKLIJKE PHILIPS N VNY REGIS SHS NEW57$1K0.00%
ENSGENSIGN GROUP INCCOM6$1K0.00%
ATOSATOSSA THERAPEUTICS INCCOM318$1K0.00%
ENRENERGIZER HLDGS INCCOM100$1K0.00%
RCKTROCKET PHARMACEUTICALS INCCOM291$1K0.00%
ICCMICECURE MEDICAL LTD CAESAREASHS NEW5,851$1K0.00%
UPWHEELS UP EXPERIENCE INCCOM CL A2,000$1K0.00%
ASBPASPIRE BIOPHARMA HLDGS INCCOM1,352$1K0.00%
LEUCENTRUS ENERGY CORP CL AStock3$00.00%
LWLAMB WESTON HLDGS INC COMStock10$00.00%
AMPLAMPLITUDE INC COM CL AStock69$00.00%
SEALED AIR CORP NEW81211K100COM19$00.00%
ELFE L F BEAUTY INCCOM16$00.00%
MCMOELIS & COCL A8$00.00%
VGVENTURE GLOBAL INCCOM CL A30$00.00%
USALIBERTY ALL STAR EQUITY FDSH BEN INT100$00.00%
HLIHOULIHAN LOKEY INCCL A6$00.00%
MKTXMARKETAXESS HLDGS INCCOM6$00.00%
FIVNFIVE9 INCCOM26$00.00%
VRRMVERRA MOBILITY CORPCL A COM STK34$00.00%
OSISOSI SYSTEMS INCCOM2$00.00%
AMPHAMPHASTAR PHARMACEUTICALS INCOM24$00.00%
DVDOUBLEVERIFY HLDGS INCCOM50$00.00%
PWPPERELLA WEINBERG PARTNERSCLASS A COM31$00.00%
WAYWAYSTAR HLDG CORPCOM20$00.00%
MDGLMADRIGAL PHARMACEUTICALS INCCOM1$00.00%
REYNREYNOLDS CONSUMER PRODS INCCOM45$00.00%
ATRCATRICURE INCCOM19$00.00%
TENBTENABLE HLDGS INCCOM23$00.00%
EEFTEURONET WORLDWIDE INCCOM14$00.00%
ALRMALARM COM HLDGS INCCOM11$00.00%
CNHCNH INDL N VSHS47$00.00%
OFLXOMEGA FLEX INCCOM18$00.00%
MTNVAIL RESORTS INCCOM4$00.00%
OPCHOPTION CARE HEALTH INCCOM NEW34$00.00%
RHRHCOM6$00.00%
TTGTTECHTARGET INCCOM NEW103$00.00%
SIGASIGA TECHNOLOGIES INCCOM108$00.00%
SITESITEONE LANDSCAPE SUPPLY INCCOM4$00.00%
STWDSTARWOOD PPTY TR INCCOM58$00.00%
CWSTCASELLA WASTE SYS INCCL A5$00.00%
LADLITHIA MTRS INCCOM4$00.00%
ZZILLOW GROUP INCCL C CAP STK18$00.00%
AIFCAI FINL CORPCOM362$00.00%
ANVSANNOVIS BIO INCCOM229$00.00%
AUIDAUTHID INCCOM325$00.00%
BNKKBONK INCCOM162$00.00%
BBWBUILD-A-BEAR WORKSHOP INCCOM14$00.00%
CIMCHIMERA INVT CORPCOM SHS66$00.00%
FGNXFG NEXUS INC.COM75$00.00%
SWIMLATHAM GROUP INCCOM90$00.00%
GLIBKLIBERTY CAP CORPSER C GCI GROUP16$00.00%
NNNEXTNAV INCCOMMON STOCK27$00.00%
LUNGPULMONX CORPCOM248$00.00%
RDVTRED VIOLET INCCOM11$00.00%
RXSTRXSIGHT INCCOM65$00.00%
SAFTSAFETY INS GROUP INCCOM7$00.00%
SDGRSCHRODINGER INCCOM39$00.00%
AIR LEASE CORP00912X302CL A8$00.00%
GOLDEN ENTMT INC381013101COM23$00.00%
MACK CALI RLTY CORP554489104COM36$00.00%
ON24 INC68339B104COM86$00.00%
TRI POINTE HOMES INC87265H109COM21$00.00%
MISTER CAR WASH INC60646V105COM109$00.00%
EUROPEAN WAX CTR INC29882P106CLASS A COM142$00.00%
XCUREXICURE INCCOM120$00.00%
BITCOIN DEPOT INC09174P303COM102$00.00%

13F filings by quarter

Avion Wealth 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 31, 20261,747$537.4Mvs. Q1 2026SEC
Q1 2026May 1, 20261,549$483.82Mvs. Q4 2025SEC
Q4 2025Jan 23, 20261,553$476.77Mvs. Q3 2025SEC
Q3 2025Oct 24, 20251,518$466.12Mvs. Q2 2025SEC
Q2 2025Jul 31, 2025Amended1,480$438.6Mvs. Q1 2025SEC
Q1 2025May 9, 20251,413$389.68Mvs. Q4 2024SEC
Q4 2024Jan 29, 2025966$389.25Mvs. Q3 2024SEC
Q3 2024Oct 18, 20241,306$382.08Mvs. Q2 2024SEC
Q2 2024Jul 26, 20241,225$362.49Mvs. Q1 2024SEC
Q1 2024May 3, 20241,149$372.66Mvs. Q4 2023SEC
Q4 2023Jan 26, 20241,119$356.41Mvs. Q3 2023SEC
Q3 2023Oct 20, 20231,222$350Mvs. Q2 2023SEC
Q2 2023Jul 14, 2023990$381.62Mvs. Q1 2023SEC
Q1 2023May 5, 2023806$366.45Mvs. Q4 2022SEC
Q4 2022Jan 30, 2023555$321.22Mvs. Q3 2022SEC
Q3 2022Oct 31, 2022554$321.51Mvs. Q2 2022SEC
Q2 2022Aug 11, 2022553$322.29Mvs. Q1 2022SEC
Q1 2022May 4, 2022420$347.52Mvs. Q4 2021SEC
Q4 2021Jan 26, 2022427$353.57Mvs. Q3 2021SEC
Q3 2021Nov 1, 2021411$329.67Mvs. Q2 2021SEC
Q2 2021Jul 27, 2021399$328.28Mvs. Q1 2021SEC
Q1 2021May 6, 2021358$286.24M–SEC