§ 13F · FUND PROFILE
Avion Wealth.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $828.5B (13F)Positions · 1623Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$926M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | 1.31M | $65.3B | 13.7% | +12% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 952K | $59.5B | 12.5% | −2% |
| 3 | VOO | VANGUARD INDEX FDS | 70K | $43.8B | 9.2% | ±0% |
| 4 | VOE | VANGUARD INDEX FDS | 163K | $28.9B | 6.1% | −3% |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | 370K | $27.2B | 5.7% | +10% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 534K | $25.8B | 5.4% | −20% |
| 7 | VYM | VANGUARD WHITEHALL FDS | 172K | $24.7B | 5.2% | +2% |
| 8 | VBR | VANGUARD INDEX FDS | 96K | $20.3B | 4.2% | +2% |
| 9 | VTI | VANGUARD INDEX FDS | 53K | $17.6B | 3.7% | −2% |
| 10 | VO | VANGUARD INDEX FDS | 45K | $13.0B | 2.7% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVION SIGNAL
AC read
Avion Wealth is a Other fund managing $828.5 trillion in assets. The fund runs a massive portfolio of 1,623 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed