Altiora Financial Group, LLC
CIK 1986156
13F filing for Q2 2026・No. 3,385
- Holdings
- US$634.46M
- Quarter change
- +US$27.35M
- Entries
- 114
- Net bought (estimate)
- −US$7.81M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 5
- Cut 32
- Added 38
- Corporate actions 0
- Unchanged 35
Largest holdings
112 stocks worth US$634.46M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Cut | 2,886,811 | US$128.06M | 20.18% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Added | 1,468,984 | US$54.12M | 8.53% |
| DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | Cut | 876,910 | US$41.87M | 6.60% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 101,977 | US$37.74M | 5.95% |
| VANGUARD INSTL INDEX FD0 3 MO TR BI ETF | Added | 477,767 | US$36.16M | 5.70% |
| DIMENSIONAL ETF TRUSTUS COR EQU 1 ETF | Added | 223,160 | US$18.29M | 2.88% |
| SCHWAB STRATEGIC TRINT-TRM U.S TRES | Added | 687,514 | US$16.95M | 2.67% |
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | Cut | 234,704 | US$16.41M | 2.59% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 318,638 | US$16.12M | 2.54% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 279,469 | US$15.37M | 2.42% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.