Avion Wealth Portfolio Holdings

Avion Wealth

  • $390 Million
  • Q2 2025

Avion Wealth has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $390 Million distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fds with a value of $58.3M, Vanguard Ftse Developed Market with a value of $52.4M, Vanguard Index Fds S&P 500 ETF with a value of $33M, Vanguard Total International B with a value of $29.7M, and Vanguard Mid Cap Value Index F with a value of $24.2M.

Examining the 13F form we can see an increase of $249K in the current position value, from $390M to 390M.

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 $390 Million
ETFs: $289 Million
Energy: $12.8 Million
Technology: $7.37 Million
Consumer Cyclical: $6.26 Million
Financial Services: $4.94 Million
Industrials: $4.41 Million
Healthcare: $2.26 Million
Communication Services: $1.69 Million
Other: $2.05 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $390 Million
  • Prior Value $390 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Avion Wealth Portfolio

Follow Avion Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email