Institutional Fund
Altiora Financial Group, LLC
Lebanon, OHCIK 19861565 filings on record
Portfolio Value
$607.11M
Q1 2026
Holdings
110
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+4.6%
from $580.25M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust18.5%
- Dimensional ETF Trust8.1%
- Dimensional ETF Trust7.3%
- Vanguard Index Fds4.8%
- Vanguard Instl Index Fd4.7%
- Ishares Tr3.3%
- Other53.4%
Portfolio Holdings
110 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.89M | $112.31M | 18.5% | −11.4K | Reduced |
| 2 | Dimensional ETF Trust | 1.45M | $49.16M | 8.1% | +12.3K | Added |
| 3 | Dimensional ETF Trust | 922.5K | $44.17M | 7.3% | −52.0K | Reduced |
| 4 | Vanguard Index Fds | 90.0K | $28.88M | 4.8% | +5.1K | Added |
| 5 | Vanguard Instl Index Fd | 376.3K | $28.47M | 4.7% | +68.1K | Added |
| 6 | Ishares Tr | 199.2K | $20.05M | 3.3% | −19.4K | Reduced |
| 7 | Simplify Exchange Traded Fun | 899.0K | $19.18M | 3.2% | −175.4K | Reduced |
| 8 | Simplify Exchange Traded Fun | 630.4K | $19.05M | 3.1% | −34.1K | Reduced |
| 9 | Schwab Strategic Tr | 652.8K | $16.26M | 2.7% | +8.5K | Added |
| 10 | Dimensional ETF Trust | 222.9K | $16.07M | 2.6% | +15.4K | Added |
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