SEC Form 13F · Q2 2026

Avion Wealth

Institutional Holdings Report

13F-HRTX
$537K
Portfolio Value
1,755
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Avion Wealth
CIK
1792704
Accession No.
0001792704-26-000003
Location
THE WOODLANDS, TX
Form Type
13F-HR
Portfolio Value
$537K
Holdings Reported
1,755
Reporting Period
Q2 2026
Filed
July 31, 2026

About this Filing

Avion Wealth is an institutional investment manager based in THE WOODLANDS, TX reporting approximately $537K in 13(f) securities across 1,755 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.