Avion Wealth Portfolio Holdings

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.