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Manager record

Avion Wealth

The Woodlands, TX · CIK 1792704 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$537,404Reported 13F valueQ2 2026 · as filed
1,755Holdings listed
+11.0%vs prior quartervalue change includes market moves
5Quarters on record
Jul 31Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $438.6K$438.6KQ2 20251,488 holdingsQ3 2025: $466.1K$466.1KQ3 20251,526 holdingsQ4 2025: $476.8K$476.8KQ4 20251,561 holdingsQ1 2026: $483.9K$483.9KQ1 20261,558 holdingsQ2 2026: $537.4K$537.4KQ2 20261,755 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 31 2026 13F-HR · period Q2 2026

$537,404 · 1,755 holdings listed · View original SEC filing ↗
May 01 2026 13F-HR · period Q1 2026

$483,950 · 1,558 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$476,765 · 1,561 holdings listed · View original SEC filing ↗
Oct 24 2025 13F-HR · period Q3 2025

$466,119 · 1,526 holdings listed · View original SEC filing ↗
Jul 31 2025 13F-HR/A · period Q2 2025

$438,601 · 1,488 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$389,939 · 135 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 31, 2026 · Change methodology