§ 13F · FUND PROFILE
Financial Alternatives, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $153.6T (13F)Positions · 86Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$732.8B 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 FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 641K | $25.4T | 14.7% | +2% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 498K | $19.0T | 11.0% | +4% |
| 3 | VWOB | VANGUARD WHITEHALL FDS | 221K | $14.9T | 8.7% | +7% |
| 4 | VTI | VANGUARD INDEX FDS | 35K | $11.7T | 6.8% | +2% |
| 5 | DFAE | DIMENSIONAL ETF TRUST | 247K | $8.1T | 4.7% | +3% |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 129K | $7.4T | 4.3% | +6% |
| 7 | VNQ | VANGUARD INDEX FDS | 66K | $5.8T | 3.4% | +7% |
| 8 | IAU | ISHARES GOLD TR | 68K | $5.5T | 3.2% | +1% |
| 9 | EMB | ISHARES TR | 57K | $5.5T | 3.2% | ±0% |
| 10 | VNQI | VANGUARD INTL EQUITY INDEX F | 99K | $4.5T | 2.6% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Alternatives, Inc is a Other fund managing $153633.7 trillion in assets. The fund runs a portfolio of 86 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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed