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Avion Wealth
Avion Wealth LLC is a wealth management and investment advisory firm headquartered in The Woodlands, Texas. Founded in 2011, Avion Wealth specializes in strategic financial planning and investment management for business owners, executives, and high-net-worth individuals. The firm employs approximately 16 people and focuses on delivering personalized, precision-oriented financial solutions to their clients, with a strong emphasis on navigating business transitions and maximizing personal wealth.
Investment Strategy
Avion Wealth provides strategic financial planning and investment management tailored to the needs of business owners, executives, and high-net-worth individuals. The firm emphasizes personalized service, developing customized asset allocation and wealth transfer strategies. Their approach centers on understanding each client’s unique circumstances, especially in preparing for business transitions and optimizing post-sale wealth, with a focus on long-term financial security and legacy preservation.
Latest 13F Filing Activity
Avion Wealth filed their most recent 13F report on Jun 30, 2025 disclosing 1,085 equity positions with a total 13F market value of $439M. The fund increased holdings in Vanguard Intl Equity Index F, Vanguard Index FDS, Vanguard Tax-managed FDS among other positions. Avion Wealth reduced exposure to Vanguard BD Index FDS, PIMCO Etf TR, Halliburton Co. among others.
Top Holdings
Equity Positions (1,085)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUSB | VANGUARD BD INDEX FDS | 13.07% | $57.3M | 1,149,310 | $49.37 | $49.87 | +$3.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 12.96% | $56.9M | 997,292 | $44.17 | $57.01 | +$6.6M |
V VOO | VANGUARD INDEX FDS | 9.26% | $40.6M | 71,515 | $341.98 | $568.03 | +$7.4M |
B BNDX | VANGUARD CHARLOTTE FDS | 7.17% | $31.5M | 635,447 | $52.80 | $49.51 | +$2.4M |
V VOE | VANGUARD INDEX FDS | 6.29% | $27.6M | 167,618 | $146.02 | $164.46 | +$4.8M |
Industry Allocation
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