Avion Wealth
All 13F Filings
- Location
- The Woodlands, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 476,765
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 1,560 | 476,765 | 13F-HR | Avion Wealth |
| Q3 2025 | 10/24/2025 | 1,524 | 466,119 | 13F-HR | Avion Wealth |
| Q2 2025 | 7/31/2025 | 1,486 | 438,601 | 13F-HR/A - RESTATEMENT | Avion Wealth |
| Q2 2025 | 7/25/2025 | 134 | 389,939 | 13F-HR | Avion Wealth |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 269.6 K | 56.6% | 10.42 K | 0 | 10.42 K |
| ETFs | 204.4 K | 42.9% | 215 | 0 | 215 |
| Debt | 2.665 K | 0.6% | 0 | 64 | -64 |
| Other | 21 | 0.0% | 12 | 0 | 12 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
476,765
Holdings
1560
QoQ value change ($000)
10,646
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.