Avion Wealth Portfolio Holdings

Avion Wealth has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $477 Million distributed in 1561 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fds with a value of $65.3M, Vanguard Ftse Developed Market with a value of $59.5M, Vanguard Index Fds S&P 500 ETF with a value of $43.8M, Vanguard Mid Cap Value Index F with a value of $28.9M, and Vanguard Ftse All World Ex Us with a value of $27.2M.

Examining the 13F form we can see an increase of $10.6M in the current position value, from $466M to 477M.

Avion Wealth is based out at The Woodlands, TX

Below you can find more details about Avion Wealth portfolio as well as his latest detailed transactions.