§ 13F · FUND PROFILE
Addis & Hill, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $153.1T (13F)Positions · 27Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$165.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 208K | $65.4T | 39.6% | NEW |
| 2 | VTI | VANGUARD INDEX FDS | 63K | $21.3T | 12.9% | NEW |
| 3 | VPL | VANGUARD INTL EQUITY INDEX F | 192K | $17.4T | 10.5% | NEW |
| 4 | VO | VANGUARD INDEX FDS | 37K | $10.7T | 6.5% | NEW |
| 5 | AGG | ISHARES TR | 89K | $8.9T | 5.4% | NEW |
| 6 | VGK | VANGUARD INTL EQUITY INDEX F | 81K | $6.8T | 4.1% | NEW |
| 7 | RWO | SPDR INDEX SHS FDS | 145K | $6.5T | 4.0% | NEW |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 96K | $5.2T | 3.1% | NEW |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | 67K | $4.9T | 3.0% | NEW |
| 10 | IWM | ISHARES TR | 19K | $4.7T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADDIS SIGNAL
AC read
Addis & Hill, Inc is a Other fund managing $153130.3 trillion in assets. The fund runs a focused portfolio of just 27 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed