Institutions / Altiora Financial Group, LLC
Altiora Financial Group, LLC
CIK 1986156 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$580.25M
Positions
97
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 97 โ
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $114.88M | 19.8% |
| Dimensional ETF Trust | $46.96M | 8.1% |
| Dimensional ETF Trust | $46.73M | 8.1% |
| Vanguard Index Fds | $28.48M | 4.9% |
| Simplify Exchange Traded Fun | $23.93M | 4.1% |
| Vanguard Instl Index Fd | $23.24M | 4.0% |
| iShares Tr | $21.94M | 3.8% |
| Simplify Exchange Traded Fun | $18.11M | 3.1% |
| Schwab Strategic Tr | $16.16M | 2.8% |
| Dimensional ETF Trust | $15.28M | 2.6% |
| Dimensional ETF Trust | $14.06M | 2.4% |
| Schwab Strategic Tr | $13.43M | 2.3% |
| Dimensional ETF Trust | $12.99M | 2.2% |
| iShares MSCI UAE ETF | $10.44M | 1.8% |
| Vanguard Mun Bd Fds | $10.28M | 1.8% |
| Dimensional ETF Trust | $9.25M | 1.6% |
| Dimensional ETF Trust | $9.05M | 1.6% |
| Dimensional ETF Trust | $8.28M | 1.4% |
| Schwab Strategic Tr | $8.26M | 1.4% |
| Vanguard Star Fds | $6.64M | 1.1% |
| Ea Series Trust | $6.63M | 1.1% |
| Vanguard Index Fds | $6.43M | 1.1% |
| SPDR Series Trust | $6.17M | 1.1% |
| Dimensional ETF Trust | $6.16M | 1.1% |
| iShares Gold Tr | $5.23M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.