Institutions / Addison Advisors LLC
Addison Advisors LLC
CIK 1843745 · Institution · as of Dec 31, 2025
Portfolio value
$445.11M
Positions
898
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 898 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Specialized Funds | $21.17M | 4.8% |
| Vanguard Malvern Fds | $20.06M | 4.5% |
| Vanguard Scottsdale Fds | $19.28M | 4.3% |
| Vanguard Index Fds | $16.96M | 3.8% |
| iShares Tr | $15.70M | 3.5% |
| Vanguard Malvern Fds | $12.92M | 2.9% |
| Dimensional ETF Trust | $12.81M | 2.9% |
| Vanguard Charlotte Fds | $11.90M | 2.7% |
| Vanguard Index Fds | $10.41M | 2.3% |
| iShares Tr | $9.10M | 2.0% |
| Microsoft Corp | $7.93M | 1.8% |
| Vanguard Whitehall Fds | $6.93M | 1.6% |
| Apple Inc. | $6.69M | 1.5% |
| Dimensional ETF Trust | $6.58M | 1.5% |
| Invesco Exch Traded Fd Tr II | $6.45M | 1.4% |
| Invesco Exch Trd Slf Idx Fd | $5.73M | 1.3% |
| Invesco Exch Trd Slf Idx Fd | $5.72M | 1.3% |
| Invesco Exch Trd Slf Idx Fd | $5.59M | 1.3% |
| iShares Tr | $5.55M | 1.2% |
| Invesco Exch Trd Slf Idx Fd | $5.52M | 1.2% |
| Invesco Exch Trd Slf Idx Fd | $5.37M | 1.2% |
| Invesco Exch Trd Slf Idx Fd | $5.15M | 1.2% |
| Dimensional ETF Trust | $4.86M | 1.1% |
| iShares Tr | $4.66M | 1.0% |
| Vanguard Intl Equity Index F | $4.49M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.