Avion Wealth has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $439 Million distributed in 1488 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fds with a value of $57.3M, Vanguard Ftse Developed Market with a value of $56.9M, Vanguard Index Fds S&P 500 ETF with a value of $40.6M, Vanguard Total International B with a value of $31.5M, and Vanguard Mid Cap Value Index F with a value of $27.6M.
Examining the 13F form we can see an increase of $48.7M in the current position value, from $390M to 439M.
Avion Wealth is based out at The Woodlands, TX
Below you can find more details about Avion Wealth portfolio as well as his latest detailed transactions.
