Avion Wealth: 13F holdings
CIK 17927042026Q2
| Positions | 1,750 |
|---|---|
| Reported value | $537.4m |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VUSB VANGUARD BD INDEX FDS | 1,498,238 | $74.6m | 13.9% |
| VEA VANGUARD TAX-MANAGED FDS | 902,866 | $64.3m | 12.0% |
| VOO VANGUARD INDEX FDS | 70,432 | $48.4m | 9.0% |
| VEU VANGUARD INTL EQUITY INDEX F | 457,003 | $38.3m | 7.1% |
| VOE VANGUARD INDEX FDS | 155,392 | $30.7m | 5.7% |
| VYM VANGUARD WHITEHALL FDS | 175,650 | $27.8m | 5.2% |
| BNDX VANGUARD CHARLOTTE FDS | 570,842 | $27.6m | 5.1% |
| VBR VANGUARD INDEX FDS | 95,456 | $23.2m | 4.3% |
| VTI VANGUARD INDEX FDS | 55,297 | $20.5m | 3.8% |
| VO VANGUARD INDEX FDS | 214,461 | $17.3m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1792704")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.