account_balance

Investment manager · 13F filer · SEC CIK 1986156

Altiora Financial Group, LLC

Reported value$611Mas of Sep 30, 2026
Positions106 7 new, 13 sold out
Top 10 weight64.8%DFAC alone is 21%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
DFAC Dimensional ETF Trust 21.1% Held
DFAX Dimensional ETF Trust 9.6% Added +8%
VBIL Vanguard Instl Index Fd 7.9% Added +33%
DFSD Dimensional ETF Trust 6.8% Added +2%
VTI Vanguard Index FDS 5.8% Trimmed −7%
VTEB Vanguard Mun Bd FDS 3.2% Added +31%
DCOR Dfa Invt Dimensions Group In 2.8% Trimmed −7%
DFAT Dimensional ETF Trust 2.6% Held
SCHR Schwab Strategic Tr 2.5% Trimmed −5%
DFUV Dimensional ETF Trust 2.5% Held
BOXX Ea Series Trust 2.4% Added +9%
VTES Vanguard Wellington Fd 1.9% Added +35%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • VTP $9.75M
  • CMF $2.39M
  • DFCA $2.38M
  • VT $1.22M
arrow_upwardAdded
  • SPCX +769%
  • KMLM +214%
  • VTES +35%
  • VBIL +33%
arrow_downwardTrimmed
  • SUB −77%
  • DUSB −56%
  • IVV −50%
  • SGOV −41%
remove_circleSold out
  • CTA $13.1M
  • CDX $12.1M
  • DUHP $5.92M
  • VTEC $5.03M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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