account_balance

Investment manager · 13F filer · SEC CIK 2016470

Addis & Hill, Inc

Reported value$181Mas of Sep 30, 2026
Positions29 0 new, 0 sold out
Top 10 weight89.9%VV alone is 36%
FiledOct 1919 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
VV Vanguard Index FDS 35.5% Held
VPL Vanguard Intl Equity Index F 12.5% Held
VTI Vanguard Index FDS 12.4% Held
VO Vanguard Index FDS 6.2% Held
AGG iShares Tr 4.9% Held
VWO Vanguard Intl Equity Index F 4.3% Held
RWO SPDR Index SHS FDS 4.0% Held
VGK Vanguard Intl Equity Index F 3.7% Held
VEU Vanguard Intl Equity Index F 3.3% Held
IWM iShares Tr 3.2% Held
VTV Vanguard Index FDS 2.1% Held
VCIT Vanguard Scottsdale FDS 1.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 7, 2026 filing
add_circleNew

None

arrow_upwardAdded

None

arrow_downwardTrimmed

None

remove_circleSold out

None

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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