Sign In
test

Cindi Hill

Avion Wealth

Assets Managed
$483.95M
Holdings
1553
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
1.51%(2Q avg: 1.9%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Avion Wealth's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1553 positions.

Assets under management

The assets under management (AUM) of Avion Wealth over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 483.95M in assets, with a quarterly growth rate of 1.51% and a 2-quarter average growth rate of 1.9%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
Increased 9.3%
14.74%
$71.289M
1.432M shares@ $49.79 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -3.6%
12.16%
$58.823M
917,970 shares@ $64.08 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.37%
8.51%
$41.181M
68,918 shares@ $597.54 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 11.64%
6.41%
$31.006M
412,871 shares@ $75.1 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Decreased -3.09%
6.01%
$29.085M
157,831 shares@ $184.28 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 2.98%
5.47%
$26.44M
550,277 shares@ $48.05 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 1.79%
5.36%
$25.9M
174,887 shares@ $148.1 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -0.72%
4.27%
$20.632M
94,971 shares@ $217.25 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.61%
3.58%
$17.284M
53,879 shares@ $320.8 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 9.77%
2.93%
$14.138M
49,233 shares@ $287.17 avg price

1-10 of 1553