AI Analysis · Q1 2026 · Q1 2026
1. Portfolio Overview
Avion Wealth's filing for the period ending December 31, 2025, reveals a portfolio undergoing a significant expansion and structural overhaul. The total portfolio value surged by 199.0%, growing from $159.45K to $476.76K within a single quarter. This dramatic increase in capital coincides with a shift in investment vehicle composition, as the firm now manages 1,561 holdings.
The portfolio is heavily diversified, characterized by a "core-satellite" appr...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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