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CIK: 0001965329
Total reported value
$245.4M
$245.4M
118 檔
24.4%
During the Q3 2025 filing period, STAR Financial Bank (CIK: 0001965329) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $245.4M across 118 reported positions.
In Q3 2025, STAR Financial Bank displayed an active expansion posture, initiating 10 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 12.46% | -0.10% | -4.98% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 8.59% | -0.26% | -1.62% | |
| 3 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | ETF-Other | 5.38% | -0.45% | +441.62% | |
| 4 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 4.54% | -0.39% | +124.83% | |
| 5 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 4.50% | -0.20% | +134.27% | |
| 6 | CAAA | First Trust Aaa Cmbs Etf-usd | ETF-Other | 4.20% | -0.10% | +233.66% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.52% | +0.22% | -14.92% | |
| 8 | XTWY | Bondbloxx Bbg 20y US Tsy ETF | ETF-Other | 2.39% | -0.17% | +490.64% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.35% | -0.16% | -5.41% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.21% | +0.19% | +11.74% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.11% | +0.40% | -9.36% | |
| 12 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-Other | 2.10% | -0.01% | -10.13% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.08% | -0.05% | +10.17% | |
| 14 | HDV | Ishares Core High Dividend E | ETF-Other | 2.08% | — | +0.30% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.99% | +0.13% | -4.59% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.95% | -0.22% | +13.73% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.64% | -0.02% | -4.41% | |
| 18 | STLD | Steel Dynamics Inc | Stock-Materials | 1.23% | +0.12% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.10% | +1.48% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.12% | -0.01% | +3.93% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | +0.01% | +7.40% | |
| 22 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.07% | -0.03% | -49.40% | |
| 23 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 1.04% | -0.04% | +7.33% | |
| 24 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.03% | — | +35.99% | |
| 25 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.87% | -0.18% | EXIT | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.03% | +216.29% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | +0.24% | +1.31% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.27% | +61.38% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.70% | +0.01% | -11.46% | |
| 30 | BLK | Blackrock Inc | Stock-Financials | 0.68% | -0.04% | +19.27% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.66% | -0.02% | -7.60% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.66% | +0.25% | -7.81% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.60% | -0.05% | -8.08% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.16% | +40.05% | |
| 35 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.56% | — | -68.68% | |
| 36 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.49% | -0.03% | -68.04% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.09% | -11.05% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.01% | +130.78% | |
| 39 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.46% | — | -69.85% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | +0.02% | -7.28% | |
| 41 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.44% | -1.16% | -2.63% | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.44% | +0.08% | -0.19% | |
| 43 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.44% | — | -17.12% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.44% | -0.01% | -0.48% | |
| 45 | AMLP | Alerian Mlp ETF | ETF-Other | 0.44% | -0.05% | +1.73% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.42% | — | — | |
| 47 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.42% | -0.02% | -4.48% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.09% | +29.39% | |
| 49 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.38% | -0.03% | -73.29% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.25% | -9.20% |
According to official SEC Form 13F filings, STAR Financial Bank reported a total U.S. public equity portfolio value of $245.4M across 118 disclosed positions in Q3 2025.
During Q3 2025, STAR Financial Bank's top holdings by market value included IWF (12.5%)、VTV (8.6%)、XTWO (5.4%). The largest single position, IWF, represented 12.5% of total portfolio value.
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 IWF, VTV, XTWO) accounted for 24.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
CAAA
市值: $7.1M
Top Position Liquidated / Trimmed
TLT
前期市值: $1.1M
In Q3 2025, STAR Financial Bank made 50 total portfolio adjustments, initiating 10 new buys, adding to 21 positions, trimming 17 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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