§ 13F · FUND PROFILE
Polaris Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 73Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$138.4T 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 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 20K | $13.9T | 10.0% | NEW |
| 2 | IVW | ISHARES TR | 78K | $9.7T | 7.0% | NEW |
| 3 | IVE | ISHARES TR | 45K | $9.5T | 6.9% | NEW |
| 4 | DYNF | BLACKROCK ETF TRUST | 155K | $9.4T | 6.8% | NEW |
| 5 | IUSB | ISHARES TR | 165K | $7.7T | 5.5% | NEW |
| 6 | IEMG | ISHARES INC | 111K | $7.5T | 5.4% | NEW |
| 7 | OEF | ISHARES TR | 20K | $6.9T | 5.0% | NEW |
| 8 | EFV | ISHARES TR | 92K | $6.5T | 4.7% | NEW |
| 9 | GOOGL | ALPHABET INC | 18K | $5.7T | 4.1% | NEW |
| 10 | QUAL | ISHARES TR | 20K | $4.0T | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE POLARIS SIGNAL
AC read
Polaris Investment Advisors, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed