US

United Services Automobile Association

Concentrated strategyMomentum followerHigh-turnover trader

Total reported value

$850.6M

Reporting period: 2026-03-31 · Number of holdings: 14

UNITED SERVICES AUTOMOBILE ASSOCIATION disclosed 14 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $850.6M and a quarterly turnover rate of 60.6%.

Personality snowflake

Concentration
100
Portfolio Stability
60.58
Momentum/Contrarian
100
Sector conviction
0
Diversification
28
Sizing Uniformity
71.15

Recent moves

  • Add AGG

    -22.9%　-$204.0M

  • Trim VOO

    -61.9%　-$98.8M

  • Trim VXF

    -77.3%　-$36.4M

  • Add NEAR

    0.0%　-$130.0K

  • Add VXUS

    +14.4%　$2.7M

  • Add VCSH

    -7.8%　-$1.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AGGIshares Core U.s. AggregateETF-Other78.50%+23.33%-22.93%
2VOOVanguard S&p 500 ETFETF-Large Cap & Growth6.62%-3.20%-61.88%
3NEARIshares Sh Dba ETF Usd INCETF-Other2.93%+1.34%—
4VXUSVanguard Total Intl StockETF-Other2.20%+1.19%+14.41%
5VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds1.57%+0.65%-7.77%
6VCITVanguard Int-term CorporateETF-Corp Bonds1.56%+0.64%-7.71%
7VCLTVanguard Long-term CORP BondETF-Corp Bonds1.55%+0.63%-7.27%
8BNDVanguard Total Bond MarketETF-Other1.51%+0.60%-10.19%
9BSVVanguard Short-term Bond ETFETF-Other1.32%+0.61%—
10VXFVanguard Extended Market ETFETF-Other1.23%-1.74%-77.26%
11IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.52%+0.05%-34.27%
12TIPIshares Tips Bond ETFETF-Other0.43%+0.24%+24.22%
13RANIRani Therapeutics Holdings-aStock-Other0.03%——
14IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.02%+0.01%—

Holding changes this quarter

United Services Automobile Association's most significant position changes for 2026-03-31: Sold out: Vanguard Ftse All-world Ex-u (VEU); Sold out: Victoryshares Core Intermedi (UITB); Sold out: Ss Spdr P Agg Bond ETF (SPAB); Sold out: Vanguard High Dvd Yield ETF (VYM); Sold out: Vanguard Total Stock Mkt ETF (VTI).

Position changes disclosed by United Services Automobile Association for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AGGIshares Core U.s. Aggregate+23.3%-22.93%Trim
2NEARIshares Sh Dba ETF Usd INC+1.3%—Unchanged
3VXUSVanguard Total Intl Stock+1.2%+14.41%Add
4VCSHVanguard S/t CORP Bond ETF+0.7%-7.77%Trim
5VCITVanguard Int-term Corporate+0.6%-7.71%Trim
6VCLTVanguard Long-term CORP Bond+0.6%-7.27%Trim
7BSVVanguard Short-term Bond ETF+0.6%—Unchanged
8BNDVanguard Total Bond Market+0.6%-10.19%Trim
9TIPIshares Tips Bond ETF+0.2%+24.22%Add
10IVWIshares S&p 500 Growth ETF+0.1%-34.27%Trim
11IVEIshares S&p 500 Value ETF0%—Unchanged
12RANIRani Therapeutics Holdings-a——Unchanged
13VXFVanguard Extended Market ETF-1.7%-77.26%Trim
14VOOVanguard S&p 500 ETF-3.2%-61.88%Trim
15VEUVanguard Ftse All-world Ex-u—EXITSold out
16UITBVictoryshares Core Intermedi—EXITSold out
17SPABSs Spdr P Agg Bond ETF—EXITSold out
18VYMVanguard High Dvd Yield ETF—EXITSold out
19VTIVanguard Total Stock Mkt ETF—EXITSold out
20VIGVanguard Dividend Apprec ETF—EXITSold out

FAQ

What is United Services Automobile Association and what type of investor is it?
United Services Automobile Association is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $850.6M, spread across 14 disclosed positions.
What are United Services Automobile Association's largest equity positions?
Based on the latest 13F filing, United Services Automobile Association's top holdings by market value are: 1. Ishares Core U.s. Aggregate (AGG) — $667.7M (78.5%) 2. Vanguard S&p 500 ETF (VOO) — $56.3M (6.6%) 3. Ishares Sh Dba ETF Usd INC (NEAR) — $24.9M (2.9%) 4. Vanguard Total Intl Stock (VXUS) — $18.7M (2.2%) 5. Vanguard S/t CORP Bond ETF (VCSH) — $13.3M (1.6%)
What changes did United Services Automobile Association make in its most recent portfolio filing?
In the latest reported quarter, United Services Automobile Association made 16 notable position adjustments: 0 new positions were initiated, 2 existing holdings were added to, 8 positions were partially reduced, and 6 were completely exited. The largest of these moves: Sold out: Vanguard Ftse All-world Ex-u (VEU); Sold out: Victoryshares Core Intermedi (UITB); Sold out: Ss Spdr P Agg Bond ETF (SPAB); Sold out: Vanguard High Dvd Yield ETF (VYM); Sold out: Vanguard Total Stock Mkt ETF (VTI)
What sectors does United Services Automobile Association focus on?
Sector breakdown data is not yet available for United Services Automobile Association. Check back after the next 13F processing cycle.