account_balance
Investment manager · 13F filer · SEC CIK 1054677
Albion Financial Group
Reported value$1.77Bas of Sep 30, 2026
Positions792 187 new, 43 sold out
Top 10 weight44.4%VOO alone is 14%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
13.8%
AAPLApple Inc.
6.2%
GOOGLAlphabet Inc.
3.8%Added +3%
MSFTMicrosoft Corp
3.7%Added +3%
NVDANVIDIA Corp
3.7%Added +2%
AMZNAmazon.com Inc
3.5%Added +2%
IWRiShares Tr
2.9%Trimmed −8%
SOXXiShares Tr
2.3%Added +3511850%
VGITVanguard Scottsdale FDS
2.2%Added +4%
SCHDSchwab Strategic Tr
2.2%Added +4%
IJRiShares Tr
2.2%
VEUVanguard Intl Equity Index F
2.1%
VOOVanguard Index FDS
13.8%
AAPLApple Inc.
6.2%
GOOGLAlphabet Inc.
3.8%
MSFTMicrosoft Corp
3.7%
NVDANVIDIA Corp
3.7%+2%
AMZNAmazon.com Inc
3.5%+2%
IWRiShares Tr
2.9%
SOXX2.3%
VGIT2.2%
SCHD2.2%
IJR2.2%
VEU2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 13.8% Held
AAPL Apple Inc. 6.2% HeldGOOGL Alphabet Inc. 3.8% Added +3%MSFT Microsoft Corp 3.7% Added +3%NVDA NVIDIA Corp 3.7% Added +2%AMZN Amazon.com Inc 3.5% Added +2%IWR iShares Tr 2.9% Trimmed −8%
SOXX iShares Tr 2.3% Added +3511850%
VGIT Vanguard Scottsdale FDS 2.2% Added +4%
SCHD Schwab Strategic Tr 2.2% Added +4%
IJR iShares Tr 2.2% Held
VEU Vanguard Intl Equity Index F 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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