§ 13F · FUND PROFILE
Avalon Advisory Group.
AUM · $271M (13F)Positions · 14Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$483K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 385K | $143M | 52.7% | −1% |
| 2 | IEF | ISHARES TR | 931K | $88M | 32.5% | +1% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 203K | $17M | 6.3% | +1% |
| 4 | ITOT | ISHARES TR | 51K | $8M | 3.1% | ±0% |
| 5 | SCHF | SCHWAB STRATEGIC TR | 177K | $5M | 1.8% | ±0% |
| 6 | SCHB | SCHWAB STRATEGIC TR | 155K | $4M | 1.7% | ±0% |
| 7 | VXUS | VANGUARD STAR FDS | 30K | $3M | 0.9% | ±0% |
| 8 | VOO | VANGUARD INDEX FDS | 1K | $948K | 0.3% | ±0% |
| 9 | AAPL | APPLE INC | 1K | $420K | 0.2% | ±0% |
| 10 | MSFT | MICROSOFT CORP | 1K | $401K | 0.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AVALON SIGNAL
AC read
Avalon Advisory Group is a Other fund managing $271 million in assets. The fund runs a focused portfolio of just 14 positions.
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