Holdings of Avion Wealth
1091 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 69.9 % of the equity sleeve
Sector breakdown
- Funds 10.1 %
- Technology 3.1 %
- Energy 2.2 %
- Consumer discretionary 1.2 %
- Industrials 1.2 %
- Financials 1.0 %
- Health care 0.7 %
- Communication 0.6 %
- Consumer staples 0.4 %
- Utilities 0.3 %
- Real estate 0.1 %
- Materials 0.1 %
- Unattributed 79.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- GB 0.1 %
- AR 0.0 %
- DK 0.0 %
- AU 0.0 %
- ZA 0.0 %
- TW 0.0 %
- KY 0.0 %
- JP 0.0 %
- NL 0.0 %
- IE 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 1,074 | 479.9K $ | 99.90 % |
| 2 | GB | 7 | 458 $ | 0.10 % |
| 3 | AR | 1 | 12 $ | 0.00 % |
| 4 | DK | 1 | 7 $ | 0.00 % |
| 5 | AU | 2 | 7 $ | 0.00 % |
| 6 | ZA | 1 | 6 $ | 0.00 % |
| 7 | TW | 1 | 4 $ | 0.00 % |
| 8 | KY | 1 | 2 $ | 0.00 % |
| 9 | JP | 1 | 2 $ | 0.00 % |
| 10 | NL | 1 | 1 $ | 0.00 % |
| 11 | IE | 1 | 1 $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1,001 | Mission Produce Inc | 107 | 1 $ | |
| 1,002 | Moog Inc | 4 | 1 $ | |
| 1,003 | National Fuel Gas Co | 17 | 1 $ | |
| 1,004 | Neurocrine Biosciences Inc | 8 | 1 $ | |
| 1,005 | Nextdoor Holdings Inc | 1,000 | 1 $ | |
| 1,006 | NiSource Inc | 30 | 1 $ | |
| 1,007 | NuScale Power Corp | 184 | 1 $ | |
| 1,008 | Chord Energy Corp | 12 | 1 $ | |
| 1,009 | Okta Inc | 13 | 1 $ | |
| 1,010 | Omega Healthcare Investors Inc | 41 | 1 $ | |
| 1,011 | OneMain Holdings Inc | 30 | 1 $ | |
| 1,012 | Teads Holding Co. | 1,528 | 1 $ | |
| 1,013 | Outfront Media Inc | 53 | 1 $ | |
| 1,014 | Owens Corning | 17 | 1 $ | |
| 1,015 | PBF Energy Inc | 34 | 1 $ | |
| 1,016 | ReposiTrak Inc | 255 | 1 $ | |
| 1,017 | Penumbra Inc | 4 | 1 $ | |
| 1,018 | Permian Resources Corp | 88 | 1 $ | |
| 1,019 | Phillips Edison & Co Inc | 30 | 1 $ | |
| 1,020 | Plexus Corp | 5 | 1 $ | |
| 1,021 | Plug Power Inc | 500 | 1 $ | |
| 1,022 | ASPIRE BIOPHARMA HOLDINGS INC | 1,352 | 1 $ | |
| 1,023 | Powell Industries Inc | 3 | 1 $ | |
| 1,024 | Power Integrations Inc | 27 | 1 $ | |
| 1,025 | Primo Brands Corp | 70 | 1 $ | |
| 1,026 | Qorvo Inc | 15 | 1 $ | |
| 1,027 | QuickLogic Corp | 185 | 1 $ | |
| 1,028 | RLI Corp | 24 | 1 $ | |
| 1,029 | RMR Group Inc/The | 67 | 1 $ | |
| 1,030 | Rackspace Technology Inc | 1,601 | 1 $ | |
| 1,031 | Regal Rexnord Corp | 10 | 1 $ | |
| 1,032 | Relay Therapeutics Inc | 136 | 1 $ | |
| 1,033 | Ring Energy Inc | 665 | 1 $ | |
| 1,034 | Rocket Pharmaceuticals Inc | 291 | 1 $ | |
| 1,035 | Ryanair Holdings PLC | 32 | 1 $ | |
| 1,036 | Ryder System Inc | 6 | 1 $ | |
| 1,037 | Sabra Health Care REIT Inc | 100 | 1 $ | |
| 1,038 | Sanmina Corp | 8 | 1 $ | |
| 1,039 | Saul Centers Inc | 50 | 1 $ | |
| 1,040 | Elevra Lithium Ltd | 30 | 1 $ | |
| 1,041 | Schwab Emerging Markets Equity ETF | 38 | 1 $ | |
| 1,042 | Schwab US TIPS ETF | 68 | 1 $ | |
| 1,043 | Seneca Foods Corp | 8 | 1 $ | |
| 1,044 | ServiceTitan Inc | 24 | 1 $ | |
| 1,045 | Shift4 Payments Inc | 31 | 1 $ | |
| 1,046 | Shutterstock Inc | 98 | 1 $ | |
| 1,047 | Sidus Space Inc | 699 | 1 $ | |
| 1,048 | Sight Sciences Inc | 331 | 1 $ | |
| 1,049 | Six Flags Entertainment Corp | 71 | 1 $ | |
| 1,050 | A O Smith Corp | 16 | 1 $ | |
| 1,051 | Snap Inc | 400 | 1 $ | |
| 1,052 | Solaris Energy Infrastructure Inc | 28 | 1 $ | |
| 1,053 | Sprinklr Inc | 178 | 1 $ | |
| 1,054 | STAAR Surgical Co | 100 | 1 $ | |
| 1,055 | Stanley Black & Decker Inc | 16 | 1 $ | |
| 1,056 | Stepan Co | 22 | 1 $ | |
| 1,057 | Stereotaxis Inc | 1,000 | 1 $ | |
| 1,058 | Sterling Infrastructure Inc | 4 | 1 $ | |
| 1,059 | Stifel Financial Corp | 27 | 1 $ | |
| 1,060 | Sutro Biopharma Inc | 72 | 1 $ | |
| 1,061 | Symbotic Inc | 23 | 1 $ | |
| 1,062 | Synaptics Inc | 28 | 1 $ | |
| 1,063 | TFS Financial Corp | 81 | 1 $ | |
| 1,064 | TKO Group Holdings Inc | 6 | 1 $ | |
| 1,065 | TALEN ENERGY CORP | 5 | 1 $ | |
| 1,066 | Teledyne Technologies Inc | 3 | 1 $ | |
| 1,067 | 10X Genomics Inc | 62 | 1 $ | |
| 1,068 | Tenet Healthcare Corp | 7 | 1 $ | |
| 1,069 | Tetra Tech Inc | 58 | 1 $ | |
| 1,070 | Trade Desk Inc/The | 50 | 1 $ | |
| 1,071 | Tradeweb Markets Inc | 10 | 1 $ | |
| 1,072 | Travel + Leisure Co | 28 | 1 $ | |
| 1,073 | Twist Bioscience Corp | 33 | 1 $ | |
| 1,074 | UiPath Inc | 137 | 1 $ | |
| 1,075 | US Foods Holding Corp | 14 | 1 $ | |
| 1,076 | Upstart Holdings Inc | 51 | 1 $ | |
| 1,077 | VanEck Fallen Angel High Yield | 42 | 1 $ | |
| 1,078 | Vanguard World Fund | 5 | 1 $ | |
| 1,079 | Vanguard Mid-Cap Growth ETF | 5 | 1 $ | |
| 1,080 | Victoria's Secret & Co | 29 | 1 $ | |
| 1,081 | Village Super Market Inc | 38 | 1 $ | |
| 1,082 | Vivid Seats Inc | 267 | 1 $ | |
| 1,083 | Vodafone Group PLC | 130 | 1 $ | |
| 1,084 | Vontier Corp | 43 | 1 $ | |
| 1,085 | W&T Offshore Inc | 452 | 1 $ | |
| 1,086 | West Pharmaceutical Services Inc | 7 | 1 $ | |
| 1,087 | Western Alliance Bancorp | 24 | 1 $ | |
| 1,088 | Western Union Co/The | 189 | 1 $ | |
| 1,089 | Westlake Corp | 14 | 1 $ | |
| 1,090 | Wheels Up Experience Inc | 2,000 | 1 $ | |
| 1,091 | Yelp Inc | 62 | 1 $ | |