StockDriftsStockDriftsTop 50 Avion Wealth Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | 13.88% | 1.50M | $74.6M | +4.63%(+66.29K) | $49.48(+0.48%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 11.97% | 902.9K | $64.3M | -1.65%(-15.10K) | $44.85(+65.01%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 9% | 70.4K | $48.4M | +2.20%(+1.51K) | $330.20(+115.83%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 7.12% | 457.0K | $38.3M | +10.69%(+44.13K) | $66.05(+30.42%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 5.71% | 155.4K | $30.7M | -1.55%(-2.44K) | $145.44(+44.40%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 5.17% | 175.7K | $27.8M | +0.44%(+763) | $97.67(+70.24%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.14% | 570.8K | $27.6M | +3.74%(+20.57K) | $52.52(-9.20%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 4.32% | 95.5K | $23.2M | +0.51%(+485) | $138.22(+81.22%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.81% | 55.3K | $20.5M | +2.63%(+1.42K) | $156.43(+145.07%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.22% | 214.5K | $17.3M | +8.90%(+17.53K) | $50.35(+67.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.48% | +34.87% | +4.61% | +25.25% |
| Top 20 Holdings Unweighted | +10.57% | +35.18% | +5.23% | +29.04% |
Avion Wealth reports $537.40M in US-listed equity holdings across 1,750 positions in its most recent 13F filing. Its largest disclosed positions are VUSB (13.9%), VEA (12.0%) and VOO (9.0%). The top 20 holdings account for 82.87% of reported assets. Its disclosed equity book has returned +34.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Avion Wealth’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1792704). View Avion Wealth’s 13F filings on SEC