Long-term investor
Avion Wealth @avionwealth
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001792704).
Record
- Tracked since 2025-06-30 (441 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months n/a · 1 year +20.0% · all +20.0%
- Max drawdown n/a · win rate 23% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUSB · 13.9% · long · since 2025-06-30
- VEA · 12.0% · long · since 2025-06-30
- VOO · 9.0% · long · since 2025-06-30
- VEU · 7.1% · long · since 2025-06-30
- VOE · 5.7% · long · since 2025-06-30
- VYM · 5.2% · long · since 2025-06-30
- BNDX · 5.1% · long · since 2025-06-30
- VBR · 4.3% · long · since 2025-06-30
- VTI · 3.8% · long · since 2025-06-30
- VO · 3.2% · long · since 2025-06-30
- VUG · 2.7% · long · since 2025-06-30
- DFAC · 2.1% · long · since 2025-06-30