§ 13F · FUND PROFILE
ALBION FINANCIAL GROUP /UT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1530.7T (13F)Positions · 586Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1606.8T 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 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 325K | $204.0T | 12.7% | NEW |
| 2 | AAPL | APPLE INC | 329K | $89.3T | 5.6% | NEW |
| 3 | IWR | ISHARES TR | 853K | $82.2T | 5.1% | NEW |
| 4 | MSFT | MICROSOFT CORP | 131K | $63.4T | 3.9% | NEW |
| 5 | GOOGL | ALPHABET INC | 185K | $57.9T | 3.6% | NEW |
| 6 | AMZN | AMAZON COM INC | 248K | $57.2T | 3.6% | NEW |
| 7 | NVDA | NVIDIA CORPORATION | 289K | $53.9T | 3.4% | NEW |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 614K | $36.8T | 2.3% | NEW |
| 9 | IJR | ISHARES TR | 282K | $33.9T | 2.1% | NEW |
| 10 | AVGO | BROADCOM INC | 97K | $33.6T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALBION SIGNAL
AC read
ALBION FINANCIAL GROUP /UT is a Other fund managing $1530713.4 trillion in assets. The fund runs a broad portfolio of 586 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