Avion Wealth

Institutional manager (13F) · CIK 1792704

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $448k

#	Issuer	Value	Shares
1	VANGUARD BD INDEX FDS	$71k	1,431,950
2	VANGUARD TAX-MANAGED FDS	$59k	917,970
3	VANGUARD INDEX FDS	$41k	68,918
4	VANGUARD INTL EQUITY INDEX F	$31k	412,871
5	VANGUARD INDEX FDS	$29k	157,831
6	VANGUARD CHARLOTTE FDS	$26k	550,277
7	VANGUARD WHITEHALL FDS	$26k	174,887
8	VANGUARD INDEX FDS	$21k	94,971
9	VANGUARD INDEX FDS	$17k	53,879
10	VANGUARD INDEX FDS	$14k	49,233
11	VANGUARD INDEX FDS	$11k	25,954
12	DIMENSIONAL ETF TRUST	$10k	264,087
13	VANGUARD INDEX FDS	$9k	97,399
14	PIMCO ETF TR	$8k	79,227
15	ISHARES TR	$7k	74,897
16	SPDR GOLD TR	$6k	13,648
17	NVIDIA CORPORATION	$5k	29,683
18	APPLE INC	$5k	17,921
19	SERVICE CORP INTL	$4k	47,089
20	KINDER MORGAN INC DEL	$3k	102,289
21	VANGUARD INTL EQUITY INDEX F	$3k	51,879
22	ISHARES TR	$3k	34,724
23	VANGUARD BD INDEX FDS	$3k	32,837
24	EXXON MOBIL CORP	$3k	14,970
25	BOEING CO	$3k	12,658
26	HALLIBURTON CO	$3k	64,401
27	BERKSHIRE HATHAWAY INC DEL	$2k	5,070
28	TESLA INC	$2k	6,381
29	AMAZON COM INC	$2k	10,164
30	MICROSOFT CORP	$2k	5,610
31	VANGUARD WORLD FD	$2k	16,981
32	ENTERPRISE PRODS PARTNERS L	$2k	47,669
33	ISHARES TR	$2k	13,728
34	SCHWAB STRATEGIC TR	$1k	58,784
35	ALPHABET INC	$1k	4,669
36	VANGUARD ADMIRAL FDS INC	$1k	6,392
37	VANGUARD BD INDEX FDS	$1k	15,319
38	ISHARES TR	$993	10,006
39	ISHARES TR	$980	1,501
40	CHEVRON CORPORATION	$872	4,215
41	SCHWAB STRATEGIC TR	$738	25,348
42	WALMART INC	$709	5,706
43	VANGUARD SPECIALIZED FUNDS	$696	3,238
44	META PLATFORMS INC	$675	1,181
45	ELI LILLY & CO	$668	727
46	VANGUARD MALVERN FDS	$617	12,365
47	ENERGY TRANSFER L P	$592	30,719
48	UNITED AIRLS HLDGS INC	$592	6,433
49	VANGUARD WORLD FD	$592	3,426
50	BROADCOM INC	$546	1,764

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.