§ 13F · FUND PROFILE
Altiora Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $547M (13F)Positions · 94Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.89M | $112M | 18.5% | ±0% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 1.45M | $49M | 8.1% | +1% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 923K | $44M | 7.3% | −5% |
| 4 | VTI | VANGUARD INDEX FDS | 89K | $29M | 4.7% | +6% |
| 5 | VBIL | VANGUARD INSTL INDEX FD | 376K | $28M | 4.7% | +22% |
| 6 | SGOV | ISHARES TR | 199K | $20M | 3.3% | −9% |
| 7 | CDX | SIMPLIFY EXCHANGE TRADED FUN | 899K | $19M | 3.2% | −16% |
| 8 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 630K | $19M | 3.1% | −5% |
| 9 | SCHR | SCHWAB STRATEGIC TR | 653K | $16M | 2.7% | +1% |
| 10 | DCOR | DIMENSIONAL ETF TRUST | 223K | $16M | 2.6% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALTIORA SIGNAL
AC read
Altiora Financial Group, LLC is a Other fund managing $547 million in assets. The fund runs a portfolio of 94 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed