Avion Wealth’s Smith Douglas Homes SDHC Stock Holding History

Avion Wealth’s Portfolio SDHC Stock Details SDHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$0	Buy	+36	New	+$478	﹤0.01%	1700

Other funds holding SDHC

Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Avion Wealth's SDHC Position: Q2 2026 in Review

Avion Wealth opened a new position in Smith Douglas Homes (SDHC) in Q2 2026: 36 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1700 among its holdings.

63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

Avion Wealth held 36 shares of Smith Douglas Homes worth $0 as of Q2 2026.
Smith Douglas Homes was a new Avion Wealth position in Q2 2026.
Smith Douglas Homes made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1700 holding.
63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.