Avion Wealth - Portfolio overview

Avion Wealth has 1229 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. VUSB - VANGUARD BD INDEX FDS, 14.78%
2. VEA - VANGUARD TAX-MANAGED FDS, 12.20%
3. VOO - VANGUARD INDEX FDS, 8.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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