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CIK: 0001986156
Total reported value
$634.5M
$634.5M
110 檔
41.5%
At the close of Q1 2026, Altiora Financial Group, LLC disclosed equity holdings valued at approximately $634.5M, spread across 110 reported holdings.
In Q1 2026, Altiora Financial Group, LLC displayed an active expansion posture, initiating 15 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 18.50% | +1.68% | -0.39% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 8.10% | +0.43% | +0.86% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 7.28% | -0.68% | -5.33% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.76% | +1.19% | +5.99% | |
| 5 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 4.69% | +1.01% | +22.11% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.30% | -2.03% | -8.88% | |
| 7 | CDX | Simplify High Yield ETF | ETF-High Yield | 3.16% | -1.25% | -16.33% | |
| 8 | CTA | Simplify Managed Futures St | ETF-Other | 3.14% | -1.08% | -5.13% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.68% | -0.01% | +1.32% | |
| 10 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.65% | +0.23% | +7.42% | |
| 11 | DFAT | Dimensional US Target Value | ETF-Other | 2.42% | +0.17% | -0.50% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.23% | +0.19% | +0.25% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.22% | -0.40% | -0.04% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.22% | +0.32% | +32.06% | |
| 15 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.82% | +0.28% | +64.76% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 1.79% | -0.13% | +4.42% | |
| 17 | DFIV | Dimensional International Va | ETF-Other | 1.61% | -0.06% | — | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.44% | -0.06% | +71.60% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.35% | -0.08% | -0.29% | |
| 20 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.30% | +0.14% | — | |
| 21 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 1.24% | +0.16% | +68.77% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.19% | +0.22% | +6.31% | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.10% | +0.25% | +135.68% | |
| 24 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.98% | -0.05% | -0.25% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | -0.03% | -0.72% | |
| 26 | IAU | Ishares Gold Trust | ETF-Commodities | 0.94% | -0.17% | — | |
| 27 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.93% | -0.11% | -8.74% | |
| 28 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.91% | -0.09% | -38.81% | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.87% | -0.04% | — | |
| 30 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.82% | -0.03% | — | |
| 31 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 0.81% | -0.81% | EXIT | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.80% | +0.08% | -0.11% | |
| 33 | DFAI | Dimensional International Co | ETF-Other | 0.67% | +0.01% | +18.50% | |
| 34 | DIHP | Dimensional International Hi | ETF-Other | 0.54% | -0.04% | -0.06% | |
| 35 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.54% | -0.03% | — | |
| 36 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.51% | +0.05% | +9.37% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.02% | -0.78% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.03% | -0.20% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.42% | +0.05% | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.03% | +47.79% | |
| 41 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.40% | -0.06% | +0.28% | |
| 42 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.35% | +0.29% | — | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.31% | +0.10% | -18.53% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | +0.07% | +0.30% | |
| 45 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.31% | -0.14% | -16.87% | |
| 46 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.28% | -0.01% | — | |
| 47 | DFIC | Dimensional International Co | ETF-Other | 0.26% | — | +8.43% | |
| 48 | SBAR | Simplify Barrier Income ETF | ETF-Other | 0.26% | -0.02% | — | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.24% | +0.03% | — | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.02% | +2.10% |
According to official SEC Form 13F filings, Altiora Financial Group, LLC reported a total U.S. public equity portfolio value of $634.5M across 110 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFSD) accounted for 41.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
ITOT
市值: $2.6M
Top Position Liquidated / Trimmed
CTAS
前期市值: $221.5K
During Q1 2026, Altiora Financial Group, LLC's top holdings by market value included DFAC (18.5%)、DFAX (8.1%)、DFSD (7.3%). The largest single position, DFAC, represented 18.5% of total portfolio value.
In Q1 2026, Altiora Financial Group, LLC made 78 total portfolio adjustments, initiating 15 new buys, adding to 33 positions, trimming 28 holdings, and fully liquidating 2 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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