Altiora Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Altiora Financial Group, LLC held in its portfolio 95 assets valued at $580,249,379 (i.e. $580.25M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($114.88M), DIMENSIONAL ETF TRUST ($46.96M), and DIMENSIONAL ETF TRUST ($46.73M).
The chart below shows the top 10 valuable assets, and the table below shows the top 95 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Altiora Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2901645 | 114876126 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 1434864 | 46963086 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 974467 | 46725690 | SHORT DURATION F |
| VANGUARD INDEX FDS | 84947 | 28480282 | TOTAL STK MKT |
| SIMPLIFY EXCHANGE TRADED FUN | 1074402 | 23926925 | HIGH YIELD ETF |
| VANGUARD INSTL INDEX FD | 308137 | 23242799 | 0-3 MO TREAS BIL |
| ISHARES TR | 218567 | 21939735 | 0-3 MNTH TREASRY |
| SIMPLIFY EXCHANGE TRADED FUN | 664457 | 18113098 | MANAGED FUTURES |
| SCHWAB STRATEGIC TR | 644296 | 16158943 | INT-TRM U.S TRES |
| DIMENSIONAL ETF TRUST | 207528 | 15280264 | US CORE EQUITY 1 |
| DIMENSIONAL ETF TRUST | 236153 | 14060543 | US TARGETED VLU |
| SCHWAB STRATEGIC TR | 507169 | 13434905 | US TIPS ETF |
| DIMENSIONAL ETF TRUST | 278793 | 12988985 | US MKTWIDE VALUE |
| ISHARES TR | 97867 | 10442434 | SHRT NAT MUN ETF |
| VANGUARD MUN BD FDS | 204478 | 10283205 | TAX EXEMPT BD |
| DIMENSIONAL ETF TRUST | 185313 | 9247118 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 178632 | 9047724 | ULTRASHORT FIXED |
| SPDR SERIES TRUST | 156404 | 8942776 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 111570 | 8275147 | US EQUITY MARKET |
| SCHWAB STRATEGIC TR | 339011 | 8261690 | SHT TM US TRES |
| VANGUARD STAR FDS | 87982 | 6637373 | VG TL INTL STK F |
| EA SERIES TRUST | 57645 | 6634940 | ALPHA ARCH 1-3 |
| VANGUARD INDEX FDS | 13174 | 6427068 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 162084 | 6164074 | US HIGH PROFITAB |
| ISHARES GOLD TR | 64394 | 5226861 | ISHARES NEW |
| ISHARES TR | 50984 | 5220301 | 0-5 YR TIPS ETF |
| VANGUARD SCOTTSDALE FDS | 86955 | 5106856 | SHORT TERM TREAS |
| VANGUARD CALIF TAX FREE FDS | 50000 | 5013000 | TAX EXEMPT BD FD |
| DIMENSIONAL ETF TRUST | 68074 | 4742706 | US SMALL CAP ETF |
| VANGUARD WELLINGTON FD | 44151 | 4484626 | SHORT TRM TAX EX |
| MICROSOFT CORP | 7095 | 3431219 | COM |
| DIMENSIONAL ETF TRUST | 88579 | 3375737 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 78596 | 3266043 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 102214 | 3236591 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 62372 | 2919010 | US CORE EQT MKT |
| VANGUARD SCOTTSDALE FDS | 47534 | 2848710 | INTER TERM TREAS |
| APPLE INC | 10201 | 2773146 | COM |
| ISHARES TR | 106475 | 2451587 | US TREAS BD ETF |
| VANGUARD MALVERN FDS | 46844 | 2316908 | STRM INFPROIDX |
| TESLA INC | 5062 | 2276483 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 88800 | 1981120 | ENHANCED INM ETF |
| ISHARES TR | 2557 | 1751485 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 69420 | 1728558 | 1 5YR CORP BD |
| ISHARES TR | 7831 | 1419056 | RUS 2000 VAL ETF |
| DIMENSIONAL ETF TRUST | 41086 | 1415811 | INTL CORE EQUITY |
| AMAZON COM INC | 6040 | 1394153 | COM |
| ALPHABET INC | 4185 | 1313215 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 31176 | 1184672 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 26000 | 1129180 | US SUSTAINABILTY |
| VANGUARD WORLD FD | 5650 | 1045476 | UTILITIES ETF |
| BILL HOLDINGS INC | 19000 | 1036260 | COM |
| ELI LILLY & CO | 903 | 970437 | COM |
| ALPHABET INC | 3039 | 951196 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 25938 | 858033 | EMERGING MKTS CO |
| BANK AMERICA CORP | 15010 | 825550 | COM |
| DIMENSIONAL ETF TRUST | 22676 | 765089 | EMERGING MKTS VA |
| ISHARES TR | 7071 | 757410 | NATIONAL MUN ETF |
| COSTCO WHSL CORP NEW | 875 | 754548 | COM |
| VANGUARD INDEX FDS | 3540 | 676184 | VALUE ETF |
| CHEVRON CORP NEW | 4112 | 626710 | COM |
| SPDR GOLD TR | 1560 | 618244 | GOLD SHS |
| VANGUARD INTL EQUITY INDEX F | 3748 | 537201 | FTSE SMCAP ETF |
| DIMENSIONAL ETF TRUST | 16349 | 532493 | EMGR CRE EQT MNG |
| SCHWAB STRATEGIC TR | 20000 | 515200 | MUN BD ETF |
| ISHARES BITCOIN TRUST ETF | 10190 | 505934 | SHS BEN INT |
| GLOBAL X FDS | 8050 | 487267 | GLB X MLP ENRG I |
| AMERICAN CENTY ETF TR | 6800 | 484364 | INTERNATIONAL LR |
| ISHARES TR | 7990 | 479960 | MSCI CHINA ETF |
| SPDR S&P 500 ETF TR | 688 | 468905 | TR UNIT |
| VANGUARD INDEX FDS | 1603 | 413501 | SMALL CP ETF |
| ISHARES TR | 3466 | 394154 | SP SMCP600VL ETF |
| DIMENSIONAL ETF TRUST | 9100 | 389890 | INTERNATIONAL |
| ISHARES TR | 967 | 374106 | RUSSELL 3000 ETF |
| AMERICAN CENTY ETF TR | 4890 | 370516 | US LARGE CAP VLU |
| JOHNSON & JOHNSON | 1788 | 370089 | COM |
| VANGUARD SCOTTSDALE FDS | 4641 | 370061 | SHRT TRM CORP BD |
| PROCTER AND GAMBLE CO | 2563 | 367304 | COM |
| VANGUARD INDEX FDS | 1100 | 346280 | LARGE CAP ETF |
| UNITEDHEALTH GROUP INC | 1038 | 342655 | COM |
| INTERNATIONAL BUSINESS MACHS | 1032 | 305689 | COM |
| VANGUARD INDEX FDS | 1441 | 305190 | SM CP VAL ETF |
| BARRICK MNG CORP | 6900 | 300495 | COM SHS |
| META PLATFORMS INC | 440 | 290425 | CL A |
| WALMART INC | 2431 | 270838 | COM |
| JPMORGAN CHASE & CO. | 835 | 269054 | COM |
| NEWMONT CORP | 2647 | 264330 | COM |
| VANGUARD INTL EQUITY INDEX F | 3410 | 250840 | ALLWRLD EX US |
| NVIDIA CORPORATION | 1338 | 249523 | COM |
| ISHARES TR | 4964 | 231025 | CORE UNIVRSL USD |
| CATERPILLAR INC | 400 | 229148 | COM |
| AGNICO EAGLE MINES LTD | 1311 | 222254 | COM |
| CINTAS CORP | 1178 | 221485 | COM |
| NETFLIX INC | 2350 | 220336 | COM |
| VANGUARD SPECIALIZED FUNDS | 965 | 212069 | DIV APP ETF |
| DIMENSIONAL ETF TRUST | 6376 | 209697 | US SMALL CAP VAL |
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