Institutional Fund
Studio Investment Management LLC
Chicago, ILCIK 18938936 filings on record
Portfolio Value
$554.65M
Q1 2026
Holdings
184
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+1.3%
from $547.30M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Malvern Fds16.7%
- Vanguard Specialized Funds5.6%
- Vanguard Index Fds5.5%
- Dimensional ETF Trust3.7%
- Schwab Strategic Tr3.4%
- Vanguard Index Fds3.1%
- Other62.0%
Portfolio Holdings
184 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Malvern Fds | 1.85M | $92.53M | 16.7% | +30.9K | Added |
| 2 | Vanguard Specialized Funds | 143.7K | $30.91M | 5.6% | −349 | Reduced |
| 3 | Vanguard Index Fds | 154.8K | $30.38M | 5.5% | −1.7K | Reduced |
| 4 | Dimensional ETF Trust | 578.8K | $20.56M | 3.7% | −5.9K | Reduced |
| 5 | Schwab Strategic Tr | 390.0K | $19.08M | 3.4% | −4.9K | Reduced |
| 6 | Vanguard Index Fds | 79.2K | $17.20M | 3.1% | −1.3K | Reduced |
| 7 | Vanguard Scottsdale Fds | 263.5K | $15.42M | 2.8% | +6.2K | Added |
| 8 | Dimensional ETF Trust | 319.6K | $15.30M | 2.8% | +14.0K | Added |
| 9 | Alphabet Inc | 49.2K | $14.16M | 2.6% | −1.1K | Reduced |
| 10 | Berkshire Hathaway Inc Del | 28.6K | $13.68M | 2.5% | −284 | Reduced |
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