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CIK: 0002011215
Total reported value
$528.6M
$528.6M
100 檔
44.0%
As reported in its official Q4 2025 Form 13F filing, Voisard Asset Management Group, Inc.'s tracked investment portfolio stood at $528.6M with 100 total positions.
In Q4 2025, Voisard Asset Management Group, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 14.09% | +0.76% | +4.49% | |
| 2 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 10.16% | +0.04% | +3.16% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 9.34% | -0.18% | +7.03% | |
| 4 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 9.30% | -1.95% | +6.12% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 7.28% | +0.70% | +3.65% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.68% | -0.23% | +5.69% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.60% | +0.08% | +4.49% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.46% | +0.15% | +1.52% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.36% | -0.31% | +5.28% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 3.17% | -0.91% | +6.59% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.69% | +0.04% | -6.54% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.41% | +0.06% | +4.02% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.82% | -0.15% | +0.10% | |
| 14 | DIHP | Dimensional International Hi | ETF-Other | 1.74% | -0.06% | +4.89% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 1.21% | -0.13% | -0.25% | |
| 16 | AKRE | Akre Focus ETF | ETF-Other | 0.99% | -0.12% | — | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.86% | +0.02% | +0.12% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.78% | -0.01% | -4.48% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.69% | +0.01% | +5.11% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.62% | — | +8.55% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 0.61% | -0.06% | -0.02% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | +0.03% | +7.12% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | +0.01% | -5.73% | |
| 24 | GE | General Electric | Stock-Industrials | 0.42% | +0.07% | +0.14% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.03% | +23.19% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | — | -0.33% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.39% | -0.01% | +4.31% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.01% | +3.04% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.35% | -0.07% | +3.75% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.33% | +0.01% | -6.92% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | -0.01% | +15.38% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | +0.03% | +21.38% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.30% | — | -2.01% | |
| 34 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.30% | — | +5.30% | |
| 35 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.30% | -0.03% | -0.60% | |
| 36 | MU | Micron Technology Inc | Stock-Tech | 0.29% | +0.66% | +1.81% | |
| 37 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.26% | +0.08% | +69.87% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | — | -6.41% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.24% | -0.01% | -0.10% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | +0.01% | -0.22% | |
| 41 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.24% | — | +5.13% | |
| 42 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.23% | -0.06% | +1.76% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | -0.03% | +14.33% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.18% | +0.01% | -0.76% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.02% | +27.43% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.08% | +0.68% | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.16% | — | — | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.16% | -0.01% | -48.67% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.16% | +0.02% | -0.67% | |
| 50 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.16% | -0.11% | — |
According to official SEC Form 13F filings, Voisard Asset Management Group, Inc. reported a total U.S. public equity portfolio value of $528.6M across 100 disclosed positions in Q4 2025.
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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 SPTM, AVLV, SPTI) accounted for 44.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
AKRE
市值: $4.6M
Top Position Liquidated / Trimmed
BSJP
前期市值: $796.2K
During Q4 2025, Voisard Asset Management Group, Inc.'s top holdings by market value included SPTM (14.1%)、AVLV (10.2%)、SPTI (9.3%). The largest single position, SPTM, represented 14.1% of total portfolio value.
In Q4 2025, Voisard Asset Management Group, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 31 positions, trimming 3 holdings, and fully liquidating 6 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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