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.
Portfolio value
$439 Million
ETFs: $326 Million
Energy: $12.1 Million
Technology: $11.1 Million
Consumer Cyclical: $7.95 Million
Financial Services: $6.82 Million
Industrials: $5.83 Million
Communication Services: $3.13 Million
Healthcare: $2.99 Million
Other: $4.31 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
