Avion Wealth has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $390 Million distributed in 1420 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fds with a value of $54M, Vanguard Ftse Developed Market with a value of $50.2M, Vanguard Index Fds S&P 500 ETF with a value of $33.2M, Vanguard Total International B with a value of $29M, and Vanguard Mid Cap Value Index F with a value of $22.8M.
Examining the 13F form we can see an increase of $440K in the current position value, from $389M to 390M.
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.
