account_balance
Investment manager · 13F filer · SEC CIK 1843745
Addison Advisors LLC
Reported value$217Mas of Sep 30, 2026
Positions785 127 new, 35 sold out
Top 10 weight38.5%VIG alone is 6%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VIGVanguard Specialized Funds
6.2%
VTIPVanguard Malvern FDS
5.1%Added +7%
VUGVanguard Index FDS
4.4%
VLUEiShares Tr
4.2%
VGITVanguard Scottsdale FDS
4.0%Added +5%
VIGIVanguard Whitehall FDS
3.5%Added +2%
DFUVDimensional ETF Trust
3.4%
VCRBVanguard Malvern FDS
2.8%Trimmed −4%
VOTVanguard Index FDS
2.5%Added +3%
BNDXVanguard Charlotte FDS
2.4%
DFISDimensional ETF Trust
2.3%Added +16%
DFIVDimensional ETF Trust
1.9%Added +5%
VIGVanguard Specialized Funds
6.2%
VTIPVanguard Malvern FDS
5.1%Added +7%
VUGVanguard Index FDS
4.4%
VLUEiShares Tr
4.2%
VGITVanguard Scottsdale FDS
4.0%+5%
VIGIVanguard Whitehall FDS
3.5%
DFUVDimensional ETF Trust
3.4%
VCRBVanguard Malvern FDS
2.8%
VOTVanguard Index FDS
2.5%
BNDX2.4%
DFIS
DFIV
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
VIG Vanguard Specialized Funds 6.2% Held
VTIP Vanguard Malvern FDS 5.1% Added +7%
VUG Vanguard Index FDS 4.4% Held
VLUE iShares Tr 4.2% Held
VGIT Vanguard Scottsdale FDS 4.0% Added +5%
VIGI Vanguard Whitehall FDS 3.5% Added +2%
DFUV Dimensional ETF Trust 3.4% Held
VCRB Vanguard Malvern FDS 2.8% Trimmed −4%
VOT Vanguard Index FDS 2.5% Added +3%
BNDX Vanguard Charlotte FDS 2.4% Held
DFIS Dimensional ETF Trust 2.3% Added +16%
DFIV Dimensional ETF Trust 1.9% Added +5%
What changed
Biggest moves since Jun 30, 2026
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