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Investment manager · 13F filer · SEC CIK 1792704
Avion Wealth
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Reported value$561Mas of Sep 30, 2026
Positions1,375 39 new, 414 sold out
Top 10 weight69.2%VUSB alone is 15%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUSBVanguard Bd Index FDS
15.3%Added +16%
VEAVanguard Tax-Managed FDS
11.2%
VOOVanguard Index FDS
8.9%
VEUVanguard Intl Equity Index F
7.4%Added +10%
BNDXVanguard Charlotte FDS
5.4%Added +14%
VOEVanguard Index FDS
5.3%Trimmed −3%
VYMVanguard Whitehall FDS
4.8%
VBRVanguard Index FDS
3.9%
VTIVanguard Index FDS
3.8%+3%
VOVanguard Index FDS
3.1%
VUGVanguard Index FDS
2.8%+4%
DFACDimensional ETF Trust
2.0%
VUSBVanguard Bd Index FDS
15.3%Added +16%
VEAVanguard Tax-Managed FDS
11.2%
VOOVanguard Index FDS
8.9%
VEUVanguard Intl Equity Index F
7.4%+10%
BNDXVanguard Charlotte FDS
5.4%
VOEVanguard Index FDS
5.3%
VYMVanguard Whitehall FDS
4.8%
VBRVanguard Index FDS
3.9%
VTI3.8%
VO
VUG2.8%
DFAC
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUSB Vanguard Bd Index FDS 15.3% Added +16%
VEA Vanguard Tax-Managed FDS 11.2% Held
VOO Vanguard Index FDS 8.9% Held
VEU Vanguard Intl Equity Index F 7.4% Added +10%
BNDX Vanguard Charlotte FDS 5.4% Added +14%
VOE Vanguard Index FDS 5.3% Trimmed −3%
VYM Vanguard Whitehall FDS 4.8% Held
VBR Vanguard Index FDS 3.9% Held
VTI Vanguard Index FDS 3.8% Added +3%
VO Vanguard Index FDS 3.1% Added +5%
VUG Vanguard Index FDS 2.8% Added +4%
DFAC Dimensional ETF Trust 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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