Institutions / Avion Wealth

Avion Wealth

CIK 1792704 · Institution · as of Dec 31, 2025
Portfolio value
$476.8K
Positions
1,557
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 1,557 →
CompanyClassValueShares% of portfolio
Vanguard Bd Index Fds—$65.3K1,310,15313.7%
Vanguard Tax-Managed Fds—$59.5K952,31812.5%
Vanguard Index Fds—$43.8K69,8779.2%
Vanguard Index Fds—$28.9K162,8676.1%
Vanguard Intl Equity Index F—$27.2K369,8405.7%
Vanguard Charlotte Fds—$25.8K534,3905.4%
Vanguard Whitehall Fds—$24.7K171,8225.2%
Vanguard Index Fds—$20.3K95,6624.2%
Vanguard Index Fds—$17.6K52,5123.7%
Vanguard Index Fds—$13.0K44,8542.7%
Vanguard Index Fds—$11.4K23,3122.4%
Dimensional ETF Trust—$11.0K278,9262.3%
Vanguard Index Fds—$8.7K97,8601.8%
PIMCO ETF Tr—$8.2K82,1321.7%
iShares Tr—$7.2K80,2171.5%
NVIDIA Corp—$5.6K29,8441.2%
SPDR Gold Tr—$5.2K13,1901.1%
Apple Inc.—$5.2K18,9761.1%
Service Corp International—$3.6K46,4720.8%
Vanguard Intl Equity Index F—$3.0K56,6520.6%
Kinder Morgan, Inc.—$2.9K104,3560.6%
Warren E. Buffett—$2.8K5,6560.6%
The Boeing Company—$2.8K12,8580.6%
Tesla Inc—$2.8K6,1340.6%
Vanguard Bd Index Fds—$2.6K33,2110.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.