§ 13F · FUND PROFILE
Avion Wealth.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $466K (13F)Positions · 1526Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$0K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | 1.43M | $71K | 14.7% | +9% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 918K | $59K | 12.2% | −4% |
| 3 | VOO | VANGUARD INDEX FDS | 69K | $41K | 8.5% | −1% |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | 413K | $31K | 6.4% | +12% |
| 5 | VOE | VANGUARD INDEX FDS | 158K | $29K | 6.0% | −3% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 550K | $26K | 5.5% | +3% |
| 7 | VYM | VANGUARD WHITEHALL FDS | 175K | $26K | 5.4% | +2% |
| 8 | VBR | VANGUARD INDEX FDS | 95K | $21K | 4.3% | −1% |
| 9 | VTI | VANGUARD INDEX FDS | 54K | $17K | 3.6% | +3% |
| 10 | VO | VANGUARD INDEX FDS | 49K | $14K | 2.9% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVION SIGNAL
AC read
Avion Wealth is a Other fund managing $466 thousand in assets. The fund runs a massive portfolio of 1,526 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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