13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001986156
Total reported value
$634.5M
$634.5M
91 檔
35.9%
As reported in its official Q1 2025 Form 13F filing, Altiora Financial Group, LLC's tracked investment portfolio stood at $634.5M with 91 total positions.
During Q1 2025, Altiora Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 21.36% | +1.68% | +0.53% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 9.37% | -0.68% | +18.99% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 8.25% | +0.43% | -2.62% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.83% | -0.08% | -10.00% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.61% | -2.03% | +50.07% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.56% | +1.19% | +9.25% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.34% | -0.01% | -1.02% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.96% | -0.40% | +0.00% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.69% | +0.19% | +1.83% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 2.62% | +0.17% | +2.74% | |
| 11 | CTA | Simplify Managed Futures St | ETF-Other | 2.47% | -1.08% | +39.28% | |
| 12 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 2.33% | -0.09% | -0.79% | |
| 13 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.26% | +0.23% | +6.87% | |
| 14 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 2.24% | -0.11% | +7.86% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.83% | +0.32% | +9.39% | |
| 16 | DFIV | Dimensional International Va | ETF-Other | 1.57% | -0.06% | -0.16% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.44% | +0.14% | — | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.23% | -0.17% | -40.34% | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.22% | -0.05% | +5.48% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.06% | -0.04% | +4.26% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.05% | +0.22% | +4.83% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.03% | -0.06% | +25.97% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.97% | +0.08% | +0.11% | |
| 24 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.90% | +0.16% | +13.04% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | -0.03% | — | |
| 26 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.73% | -0.03% | +0.13% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.58% | +0.10% | -4.67% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.02% | -0.45% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | -0.02% | +3.14% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.52% | +0.25% | -22.89% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.03% | -1.17% | |
| 32 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.48% | -0.14% | -0.04% | |
| 33 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.43% | +0.05% | +0.21% | |
| 34 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.36% | -0.01% | — | |
| 35 | DFAI | Dimensional International Co | ETF-Other | 0.36% | +0.01% | +12.67% | |
| 36 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.35% | — | -8.13% | |
| 37 | BILL | Bill Holdings Inc | Stock-Tech | 0.34% | -0.01% | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.02% | -0.55% | |
| 39 | DFIC | Dimensional International Co | ETF-Other | 0.32% | — | +0.14% | |
| 40 | DIHP | Dimensional International Hi | ETF-Other | 0.31% | -0.04% | +2.35% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.03% | — | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.28% | +0.03% | — | |
| 43 | SUB | Ishares Short-term National | ETF-Other | 0.26% | -0.13% | — | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.24% | -0.02% | +0.25% | |
| 45 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.24% | +0.02% | -0.11% | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.21% | -0.04% | -5.99% | |
| 47 | VPU | Vanguard Utilities ETF | ETF-Other | 0.21% | -0.01% | — | |
| 48 | DISV | Dimensional International Sm | ETF-Other | 0.20% | — | -8.92% | |
| 49 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.20% | +0.01% | — | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.20% | — | +7.88% |
According to official SEC Form 13F filings, Altiora Financial Group, LLC reported a total U.S. public equity portfolio value of $634.5M across 91 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFSD, DFAX) accounted for 35.9% of total reported equity market value during Q1 2025.
During Q1 2025, Altiora Financial Group, LLC's top holdings by market value included DFAC (21.4%)、DFSD (9.4%)、DFAX (8.3%). The largest single position, DFAC, represented 21.4% of total portfolio value.
In Q1 2025, Altiora Financial Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.