Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Avion Wealth (CIK 1792704) reported $483.9M across 1,523 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUSB ($71.3M, 14.73%), VEA ($58.8M, 12.15%), VOO ($41.2M, 8.51%), VEU ($31.0M, 6.41%), VOE ($29.1M, 6.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | $71.3M | 14.73% | 1.4M | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $58.8M | 12.15% | 917,970 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $41.2M | 8.51% | 68,918 | Trimmed |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | $31.0M | 6.41% | 412,871 | Added |
| 5 | VOE | VANGUARD INDEX FDS | $29.1M | 6.01% | 157,831 | Trimmed |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | $26.4M | 5.46% | 550,277 | Added |
| 7 | VYM | VANGUARD WHITEHALL FDS | $25.9M | 5.35% | 174,887 | Added |
| 8 | VBR | VANGUARD INDEX FDS | $20.6M | 4.26% | 94,971 | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $17.3M | 3.57% | 53,879 | Added |
| 10 | VO | VANGUARD INDEX FDS | $14.1M | 2.92% | 49,233 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $11.3M | 2.34% | 25,954 | Added |
| 12 | DFAC | DIMENSIONAL ETF TRUST | $10.3M | 2.12% | 264,087 | Trimmed |
| 13 | VNQ | VANGUARD INDEX FDS | $8.6M | 1.79% | 97,399 | Trimmed |
| 14 | MINT | PIMCO ETF TR | $8.0M | 1.65% | 79,227 | Trimmed |
| 15 | IEFA | ISHARES TR | $6.8M | 1.40% | 74,897 | Trimmed |
| 16 | GLD | SPDR GOLD TR | $5.9M | 1.21% | 13,648 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $5.2M | 1.07% | 29,683 | Trimmed |
| 18 | AAPL | APPLE INC | $4.5M | 0.94% | 17,921 | Trimmed |
| 19 | SCI | SERVICE CORP INTL | $3.9M | 0.80% | 47,089 | Added |
| 20 | KMI | KINDER MORGAN INC DEL | $3.4M | 0.71% | 102,289 | Trimmed |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $2.8M | 0.58% | 51,879 | Trimmed |
| 22 | HYG | ISHARES TR | $2.8M | 0.57% | 34,724 | Added |
| 23 | BSV | VANGUARD BD INDEX FDS | $2.6M | 0.53% | 32,837 | Trimmed |
| 24 | HAL | HALLIBURTON CO | $2.5M | 0.52% | 64,401 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP | $2.5M | 0.52% | 14,970 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31