Avion Wealth has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $466 Million distributed in 1526 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fds with a value of $58.7M, Vanguard Ftse Developed Market with a value of $58.5M, Vanguard Index Fds S&P 500 ETF with a value of $42.9M, Vanguard Total International B with a value of $32.9M, and Vanguard Mid Cap Value Index F with a value of $29.2M.

Examining the 13F form we can see an increase of $27.5M in the current position value, from $439M to 466M.

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 $466 Million
ETFs: $344 Million
Technology: $16.5 Million
Energy: $12.3 Million
Consumer Cyclical: $9.27 Million
Financial Services: $6.72 Million
Industrials: $6.18 Million
Communication Services: $3.32 Million
Healthcare: $3.13 Million
Other: $4.5 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 1,526
  • Current Value $466 Million
  • Prior Value $439 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 140 stocks
  • Additional Purchases 410 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 301 stocks
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