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CIK: 0002008792
Total reported value
$203.1M
$203.1M
429 檔
81.3%
During the Q4 2025 filing period, Rachor Investment Advisory Services, LLC (CIK: 0002008792) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $203.1M across 429 reported positions.
During Q4 2025, Rachor Investment Advisory Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 429 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFSD | Dimensional Short Duration | ETF-Other | 35.80% | -0.83% | — | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 19.58% | +0.72% | — | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 15.45% | +0.24% | — | |
| 4 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 10.02% | -0.42% | — | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.73% | +0.04% | — | |
| 6 | DFAR | Dimensional US Real Est ETF | ETF-Other | 2.15% | +0.15% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.69% | -0.02% | — | |
| 8 | DFAW | Dimensional World Eqty ETF | ETF-Other | 1.25% | +0.11% | — | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.24% | -0.07% | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.06% | — | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | +0.04% | — | |
| 12 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.40% | +0.03% | — | |
| 13 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.27% | +0.02% | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.25% | +0.02% | — | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.25% | +0.03% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | — | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.02% | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | — | — | |
| 19 | GE | General Electric | Stock-Industrials | 0.15% | +0.03% | — | |
| 20 | CMI | Cummins Inc | Stock-Industrials | 0.13% | +0.03% | — | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.13% | — | — | |
| 22 | AXP | American Express Co | Stock-Financials | 0.12% | — | — | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.11% | +0.18% | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.14% | EXIT | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.09% | -0.02% | — | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.08% | — | — | |
| 27 | GEV | GE Vernova Inc | Stock-Industrials | 0.08% | +0.03% | — | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.07% | -0.02% | — | |
| 29 | JNUG | Dirx Dly Junr Gmi B2x Etf-ui | ETF-Other | 0.07% | -0.03% | — | |
| 30 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.07% | -0.02% | — | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.07% | -0.01% | — | |
| 32 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 0.07% | +0.01% | — | |
| 33 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.07% | -0.01% | — | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.07% | -0.01% | — | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.06% | — | — | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.06% | +0.05% | — | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.06% | +0.02% | — | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 0.05% | -0.01% | — | |
| 39 | GLW | Corning Inc | Stock-Tech | 0.05% | +0.06% | — | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.05% | -0.01% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.05% | -0.01% | — | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.05% | -0.01% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | -0.02% | — | |
| 44 | ALL | Allstate CORP | Stock-Financials | 0.04% | — | — | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.04% | -0.03% | — | |
| 46 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.04% | +0.02% | — | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.04% | — | — | |
| 48 | MGNI | Magnite Inc | Stock-Other | 0.04% | +0.01% | — | |
| 49 | ED | Consolidated Edison Inc | Stock-Utilities | 0.04% | -0.01% | — | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.03% | +0.01% | — |
According to official SEC Form 13F filings, Rachor Investment Advisory Services, LLC reported a total U.S. public equity portfolio value of $203.1M across 429 disclosed positions in Q4 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 DFSD, DFAC, DFIC) accounted for 81.3% of total reported equity market value during Q4 2025.
During Q4 2025, Rachor Investment Advisory Services, LLC's top holdings by market value included DFSD (35.8%)、DFAC (19.6%)、DFIC (15.4%). The largest single position, DFSD, represented 35.8% of total portfolio value.
In Q4 2025, Rachor Investment Advisory Services, 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.
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