CIK 1792704
Avion Wealth
Institutional 13F holdings & portfolio
Holdings
1,557
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,557
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | 1.3M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 952K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 70K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 163K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 370K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 534K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 172K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 96K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 53K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 45K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 279K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 98K | $1M+ | SH |
| MINT | PIMCO ETF TR | 82K | $1M+ | SH |
| IEFA | ISHARES TR | 80K | $1M+ | SH |
| GLD | SPDR GOLD TR | 13K | $1M+ | SH |
| AAPL | APPLE INC | 19K | $1M+ | SH |
| SCI | SERVICE CORP INTL | 46K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 57K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 104K | $1M+ | SH |
| BA | BOEING CO | 13K | $1M+ | SH |
| TSLA | TESLA INC | 6K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 33K | $1M+ | SH |
| AMZN | AMAZON COM INC | 11K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 17K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| HAL | HALLIBURTON CO | 77K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 18K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 58K | $1M+ | SH |
| IJR | ISHARES TR | 14K | $1M+ | SH |
| HYG | ISHARES TR | 20K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 59K | $1M+ | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 7K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 15K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| AGG | ISHARES TR | 10K | $1M+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| LLY | ELI LILLY & CO | 745 | $500K+ | SH |
| VTIP | VANGUARD MALVERN FDS | 16K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| UAL | UNITED AIRLS HLDGS INC | 6K | $500K+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 3K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 959 | $500K+ | SH |
| ET | ENERGY TRANSFER L P | 35K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |