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 51–100 of 1,557
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NTSX | WISDOMTREE TR | 10K | $500K+ | SH |
| RWR | SPDR SERIES TRUST | 5K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 6K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| GDE | WISDOMTREE TR | 8K | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| ITOT | ISHARES TR | 3K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 5K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 727 | $100K–$500K | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 7K | $100K–$500K | SH |
| WPC | WP CAREY INC | 6K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 677 | $100K–$500K | SH |
| NTSI | WISDOMTREE TR | 8K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| SYY | SYSCO CORP | 4K | $100K–$500K | SH |
| IJS | ISHARES TR | 3K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| DVN | DEVON ENERGY CORP NEW | 8K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| AVEM | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 854 | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| SLB | SLB LIMITED | 7K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 923 | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 834 | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 3K | $100K–$500K | SH |
| TCBX | THIRD COAST BANCSHARES INC | 7K | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 700 | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 362 | $100K–$500K | SH |
| LGIH | LGI HOMES INC | 6K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 419 | $100K–$500K | SH |
| SABA | SABA CAPITAL INCOME & OPPORT | 29K | $100K–$500K | SH |
| ARKQ | ARK ETF TR | 2K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 722 | $100K–$500K | SH |
| DEM | WISDOMTREE TR | 5K | $100K–$500K | SH |
| PTLC | PACER FDS TR | 4K | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5K | $100K–$500K | SH |
| EMXC | ISHARES INC | 3K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 644 | $100K–$500K | SH |
| MCK | MCKESSON CORP | 257 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 565 | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| FSEP | FIRST TR EXCHNG TRADED FD VI | 4K | $100K–$500K | SH |