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CIK: 0001965329
Total reported value
$245.4M
$245.4M
107 檔
29.0%
According to the latest 13F quarterly dataset, STAR Financial Bank managed an equity portfolio of $245.4M at the end of Q4 2025, spanning 107 distinct U.S. exchange-listed positions.
In Q4 2025, STAR Financial Bank adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 18 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 10.77% | -0.10% | -1.00% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.20% | -0.26% | +34.30% | |
| 3 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | ETF-Other | 5.30% | -0.45% | +14.27% | |
| 4 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 5.18% | -0.39% | +33.28% | |
| 5 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 4.89% | -0.20% | +26.28% | |
| 6 | CAAA | First Trust Aaa Cmbs Etf-usd | ETF-Other | 4.62% | -0.10% | +27.24% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.80% | +0.40% | +51.50% | |
| 8 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 2.50% | -1.16% | +552.46% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.17% | +0.22% | -1.64% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.16% | +0.43% | — | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.08% | +1.41% | — | |
| 12 | XTWY | Bondbloxx Bbg 20y US Tsy ETF | ETF-Other | 2.05% | -0.17% | +2.31% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.01% | +0.42% | +919.56% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.94% | -0.16% | -4.73% | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.89% | -0.22% | +12.72% | |
| 16 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-Other | 1.89% | -0.01% | -0.08% | |
| 17 | HDV | Ishares Core High Dividend E | ETF-Other | 1.73% | — | -3.07% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.68% | +0.13% | -4.67% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.66% | +0.19% | -18.44% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.05% | -9.89% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.45% | -0.02% | -1.38% | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.43% | -0.60% | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.10% | +20.74% | |
| 24 | STLD | Steel Dynamics Inc | Stock-Materials | 1.30% | +0.12% | +0.17% | |
| 25 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 1.04% | — | +14.39% | |
| 26 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.91% | -0.03% | -0.74% | |
| 27 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.91% | -0.04% | +2.02% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.89% | -0.01% | -8.89% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | +0.01% | +27.78% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.79% | -0.17% | — | |
| 31 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.75% | -0.18% | EXIT | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.24% | +1.76% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | +0.01% | -23.39% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.27% | -32.73% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | +0.25% | -0.87% | |
| 36 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.49% | -0.02% | -14.51% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.49% | -0.05% | -5.93% | |
| 38 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.47% | — | -1.44% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.45% | -0.02% | +15.44% | |
| 40 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.40% | -0.03% | -4.64% | |
| 41 | AMLP | Alerian Mlp ETF | ETF-Other | 0.39% | -0.05% | +4.60% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.16% | -27.86% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | +0.08% | +99.06% | |
| 44 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.39% | — | -1.77% | |
| 45 | BLK | Blackrock Inc | Stock-Financials | 0.38% | -0.04% | -28.56% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.38% | -0.01% | — | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | -0.02% | -8.78% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.02% | +2.74% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.03% | -57.68% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | +0.02% | -12.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XHLF | Bondbloxx Bbg 6 Mth US Treas | +2.1% | +552.46% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.8% | +919.56% | Add |
| 3 | VTV | Vanguard Value ETF | +1.6% | +34.30% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.7% | +51.50% | Add |
| 5 | BINC | Ishares Flex I A Etf-usd Inc | +0.6% | +33.28% | Add |
| 6 | CAAA | First Trust Aaa Cmbs Etf-usd | +0.4% | +27.24% | Add |
| 7 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.4% | +26.28% | Add |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +27.78% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.1% | +20.74% | Add |
| 10 | STLD | Steel Dynamics Inc | +0.1% | +0.17% | Add |
| 11 | DCOR | Dimensional US Core Eq 1 ETF | 0% | +14.39% | Add |
| 12 | SPSB | Ss Spdr P St C CORP ETF | -0.1% | +12.72% | Add |
| 13 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | -0.1% | +14.27% | Add |
| 14 | HON | Honeywell International Inc | -0.1% | -26.33% | Trim |
| 15 | CAT | Caterpillar Inc | -0.2% | -39.31% | Trim |
| 16 | HD | Home Depot Inc | -0.2% | -10.11% | Trim |
| 17 | SYK | Stryker CORP | -0.2% | -52.49% | Trim |
| 18 | AMZN | Amazon.com Inc | -0.2% | -27.86% | Trim |
| 19 | ORCL | Oracle CORP | -0.3% | -46.41% | Trim |
| 20 | V | Visa Inc-class A Shares | -0.3% | -53.27% | Trim |
| 21 | BLK | Blackrock Inc | -0.3% | -28.56% | Trim |
| 22 | JPM | Jpmorgan Chase & Co | -0.4% | -23.39% | Trim |
| 23 | AVGO | Broadcom Inc | -0.5% | -57.68% | Trim |
| 24 | AAPL | Apple Inc | -0.6% | -18.44% | Trim |
| 25 | MSFT | Microsoft CORP | -0.6% | -9.89% | Trim |
| 26 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 27 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 28 | GOVT | Ishares US Treasury Bond ETF | — | NEW | New buy |
| 29 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 30 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 31 | AVUV | Avantis US Small Cap Value | — | EXIT | Sold out |
| 32 | APH | Amphenol Corp-cl A | — | EXIT | Sold out |
| 33 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 34 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 35 | GMOI | Gmo International Value ETF | — | EXIT | Sold out |
| 36 | TJX | Tjx Companies Inc | — | EXIT | Sold out |
| 37 | SMH | Vaneck Semiconductor ETF | — | EXIT | Sold out |
| 38 | LIN | Linde plc | — | EXIT | Sold out |
| 39 | PSA | Public Storage | — | EXIT | Sold out |
| 40 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 41 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 42 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 43 | SCHW | Schwab (charles) CORP | — | EXIT | Sold out |
| 44 | LRCX | Lam Research CORP | — | EXIT | Sold out |
| 45 | LOW | Lowe's Cos Inc | — | EXIT | Sold out |
| 46 | ABT | Abbott Laboratories | — | EXIT | Sold out |
| 47 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 48 | GVI | Ishares Intermediate Governm | — | NEW | New buy |
| 49 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 50 | MO | Altria Group Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, STAR Financial Bank reported a total U.S. public equity portfolio value of $245.4M across 107 disclosed positions in Q4 2025.
During Q4 2025, STAR Financial Bank's top holdings by market value included IWF (10.8%)、VTV (10.2%)、XTWO (5.3%). The largest single position, IWF, represented 10.8% 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 29.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
VO
市值: $4.2M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $747.8K
In Q4 2025, STAR Financial Bank made 50 total portfolio adjustments, initiating 7 new buys, adding to 13 positions, trimming 12 holdings, and fully liquidating 18 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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