Avion Wealth

Business address
2829 Technology Forest Blvd #300, The Woodlands, TX, 77381
Top securities (13F)
VUSB, VEA, VOO, BNDX, VOE, VEU, VYM, VBR, VTI, VNQ, VO, DFAC, VUG, MINT, IEFA, NVDA, AAPL, VWO, KMI, and SCI
State of incorporation
TX
Fiscal year end
31 December
Former names
Efficient Wealth Management LLC (to 29 Jul 2020)
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Avion Wealth has filed 28 SEC EDGAR filings since 31 Oct 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 24 Oct 2025 30 Sep 2025 028-19603
13F-HR/A Open Document Open Filing 31 Jul 2025 30 Jun 2025 028-19603
13F-HR Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-19603
N-PX Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-19603
13F-HR Open Document Open Filing 09 May 2025 31 Mar 2025 028-19603
13F-HR Open Document Open Filing 29 Jan 2025 31 Dec 2024 028-19603
13F-HR Open Document Open Filing 18 Oct 2024 30 Sep 2024 028-19603
13F-HR Open Document Open Filing 26 Jul 2024 30 Jun 2024 028-19603
N-PX Open Document Open Filing 26 Jul 2024 30 Jun 2024 028-19603
13F-HR Open Document Open Filing 03 May 2024 31 Mar 2024 028-19603
13F-HR Open Document Open Filing 26 Jan 2024 31 Dec 2023 028-19603
13F-HR Open Document Open Filing 20 Oct 2023 30 Sep 2023 028-19603
13F-HR Open Document Open Filing 14 Jul 2023 30 Jun 2023 028-19603
13F-HR Open Document Open Filing 05 May 2023 31 Mar 2023 028-19603
13F-HR Open Document Open Filing 30 Jan 2023 31 Dec 2022 028-19603
13F-HR Open Document Open Filing 31 Oct 2022 30 Sep 2022 028-19603
13F-HR Open Document Open Filing 11 Aug 2022 30 Jun 2022 028-19603
13F-HR Open Document Open Filing 04 May 2022 31 Mar 2022 028-19603
13F-HR Open Document Open Filing 26 Jan 2022 31 Dec 2021 028-19603
13F-HR Open Document Open Filing 01 Nov 2021 30 Sep 2021 028-19603
13F-HR Open Document Open Filing 27 Jul 2021 30 Jun 2021 028-19603
13F-HR Open Document Open Filing 06 May 2021 31 Mar 2021 028-19603
13F-HR Open Document Open Filing 26 Jan 2021 31 Dec 2020 028-19603
13F-HR Open Document Open Filing 30 Oct 2020 30 Sep 2020 028-19603
13F-HR Open Document Open Filing 29 Jul 2020 30 Jun 2020 028-19603
13F-HR Open Document Open Filing 08 Apr 2020 31 Mar 2020 028-19603
13F-HR Open Document Open Filing 29 Jan 2020 31 Dec 2019 028-19603
13F-HR Open Document Open Filing 31 Oct 2019 30 Sep 2019 028-19603