§ 13F · FUND PROFILE
Avalon Advisory Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $246.7T (13F)Positions · 18Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
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 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 371K | $124.4T | 50.8% | −3% |
| 2 | IEF | ISHARES TR | 888K | $85.4T | 34.8% | +6% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 196K | $14.4T | 5.9% | −4% |
| 4 | ITOT | ISHARES TR | 51K | $7.6T | 3.1% | −12% |
| 5 | SCHF | SCHWAB STRATEGIC TR | 178K | $4.3T | 1.7% | ±0% |
| 6 | SCHB | SCHWAB STRATEGIC TR | 158K | $4.1T | 1.7% | ±0% |
| 7 | VXUS | VANGUARD STAR FDS | 30K | $2.3T | 0.9% | −12% |
| 8 | VOO | VANGUARD INDEX FDS | 1K | $863.1B | 0.4% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 1K | $519.4B | 0.2% | −21% |
| 10 | AAPL | APPLE INC | 1K | $394.7B | 0.2% | −44% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVALON SIGNAL
AC read
Avalon Advisory Group is a Other fund managing $246714.3 trillion in assets. The fund runs a focused portfolio of just 18 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed