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CIK: 0001965329
Total reported value
$245.4M
$245.4M
109 檔
19.0%
According to the latest 13F quarterly dataset, STAR Financial Bank managed an equity portfolio of $245.4M at the end of Q2 2025, spanning 109 distinct U.S. exchange-listed positions.
During Q2 2025, STAR Financial Bank'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 | IWF | Ishares Russell 1000 Growth | ETF-Other | 12.75% | -0.10% | +5.10% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 8.87% | -0.26% | +10.21% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.02% | +0.22% | -9.19% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.66% | -0.16% | +411.64% | |
| 5 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-Other | 2.34% | -0.01% | +12.05% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.30% | +0.40% | +17.41% | |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.25% | -0.03% | +6.18% | |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.15% | -0.39% | +52.15% | |
| 9 | HDV | Ishares Core High Dividend E | ETF-Other | 2.13% | — | +9.54% | |
| 10 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.07% | -0.18% | EXIT | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.06% | +0.13% | -48.29% | |
| 12 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 2.06% | -0.20% | +187.86% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.05% | -5.59% | |
| 14 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.89% | — | +7.76% | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.83% | -0.22% | +15.38% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.76% | -0.02% | +14.27% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.71% | +0.19% | -3.21% | |
| 18 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.64% | -0.03% | -33.48% | |
| 19 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.61% | — | +9.22% | |
| 20 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.53% | -0.03% | +8.37% | |
| 21 | CAAA | First Trust Aaa Cmbs Etf-usd | ETF-Other | 1.35% | -0.10% | — | |
| 22 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 1.35% | — | +10.92% | |
| 23 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 1.34% | — | +10.76% | |
| 24 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.34% | — | +10.76% | |
| 25 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 1.34% | -0.03% | +68.79% | |
| 26 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.32% | — | +9.70% | |
| 27 | STLD | Steel Dynamics Inc | Stock-Materials | 1.21% | +0.12% | — | |
| 28 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-Other | 1.21% | -0.10% | EXIT | |
| 29 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.20% | — | +14.09% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.10% | +4.11% | |
| 31 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.17% | — | +89.33% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 1.08% | -0.01% | -7.18% | |
| 33 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | ETF-Other | 1.06% | -0.45% | +22.29% | |
| 34 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.01% | -0.04% | +39.19% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | +0.01% | -3.94% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.82% | +0.01% | +257.78% | |
| 37 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.75% | — | +3.55% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.24% | -0.24% | |
| 39 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.73% | -0.02% | -9.24% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.68% | -0.05% | +29.56% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.68% | +0.25% | -1.88% | |
| 42 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.57% | — | -54.92% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.55% | -0.04% | -9.54% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.09% | -0.26% | |
| 45 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.49% | -1.16% | +4.48% | |
| 46 | AMLP | Alerian Mlp ETF | ETF-Other | 0.48% | -0.05% | +75.64% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.16% | -16.83% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.04% | -7.54% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.45% | -0.01% | — | |
| 50 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.45% | -0.02% | — |
According to official SEC Form 13F filings, STAR Financial Bank reported a total U.S. public equity portfolio value of $245.4M across 109 disclosed positions in Q2 2025.
During Q2 2025, STAR Financial Bank's top holdings by market value included IWF (12.8%)、VTV (8.9%)、IJH (3.0%). The largest single position, IWF, represented 12.8% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, VTV, IJH) accounted for 19.0% of total reported equity market value during Q2 2025.
In Q2 2025, STAR Financial Bank 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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