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CIK: 0001986156
Total reported value
$634.5M
$634.5M
97 檔
41.1%
During the Q4 2025 filing period, Altiora Financial Group, LLC (CIK: 0001986156) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $634.5M across 97 reported positions.
Altiora Financial Group, LLC executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 3 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 19.80% | +1.68% | -2.12% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 8.09% | +0.43% | -0.72% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 8.05% | -0.68% | +1.60% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.91% | +1.19% | +5.17% | |
| 5 | CDX | Simplify High Yield ETF | ETF-High Yield | 4.12% | -1.25% | +6.87% | |
| 6 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 4.01% | +1.01% | — | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.78% | -2.03% | -30.56% | |
| 8 | CTA | Simplify Managed Futures St | ETF-Other | 3.12% | -1.08% | +35.25% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.78% | -0.01% | +1.42% | |
| 10 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.63% | +0.23% | +3.25% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 2.42% | +0.17% | -0.71% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.32% | -0.40% | +2.44% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.24% | +0.19% | -5.01% | |
| 14 | SUB | Ishares Short-term National | ETF-Other | 1.80% | -0.13% | +352.29% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.77% | +0.32% | +8.86% | |
| 16 | DFIV | Dimensional International Va | ETF-Other | 1.59% | -0.06% | — | |
| 17 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.56% | -0.09% | -10.54% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.43% | +0.14% | — | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.42% | -0.08% | -61.60% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.14% | +0.22% | +4.02% | |
| 21 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.14% | +0.28% | — | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.11% | -0.03% | +23.41% | |
| 23 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.06% | -0.11% | -32.74% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.06% | -0.05% | -2.28% | |
| 25 | IAU | Ishares Gold Trust | ETF-Commodities | 0.90% | -0.17% | -14.17% | |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.90% | -0.04% | +2.93% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.88% | -0.06% | +4.65% | |
| 28 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.86% | -0.03% | — | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.82% | +0.08% | -0.05% | |
| 30 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.77% | +0.16% | +8.40% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.02% | — | |
| 32 | DFAI | Dimensional International Co | ETF-Other | 0.58% | +0.01% | +1.78% | |
| 33 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.56% | -0.03% | -4.42% | |
| 34 | DIHP | Dimensional International Hi | ETF-Other | 0.56% | -0.04% | -3.22% | |
| 35 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.50% | +0.05% | +7.47% | |
| 36 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.49% | +0.25% | +7.35% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.03% | -4.10% | |
| 38 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.42% | -0.06% | — | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.40% | +0.10% | -6.68% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | +0.07% | -7.39% | |
| 41 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.39% | -0.14% | +0.27% | |
| 42 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 0.34% | -0.81% | EXIT | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.03% | -2.48% | |
| 44 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.30% | -0.01% | — | |
| 45 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.24% | +0.03% | — | |
| 46 | DFIC | Dimensional International Co | ETF-Other | 0.24% | — | +6.80% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.02% | -24.88% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.03% | +0.02% | |
| 49 | DISV | Dimensional International Sm | ETF-Other | 0.20% | — | +0.20% | |
| 50 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.19% | +0.01% | — |
According to official SEC Form 13F filings, Altiora Financial Group, LLC reported a total U.S. public equity portfolio value of $634.5M across 97 disclosed positions in Q4 2025.
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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, DFAX, DFSD) accounted for 41.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
VBIL
市值: $23.2M
Top Position Liquidated / Trimmed
VOE
前期市值: $422.8K
During Q4 2025, Altiora Financial Group, LLC's top holdings by market value included DFAC (19.8%)、DFAX (8.1%)、DFSD (8.1%). The largest single position, DFAC, represented 19.8% of total portfolio value.
In Q4 2025, Altiora Financial Group, LLC made 46 total portfolio adjustments, initiating 6 new buys, adding to 19 positions, trimming 18 holdings, and fully liquidating 3 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.
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