account_balance

Investment manager · 13F filer · SEC CIK 2101909

Liberty Atlantic Advisors LLC

Reported value$157Mas of Sep 30, 2026
Positions87 8 new, 7 sold out
Top 10 weight63.2%SFLR alone is 19%
FiledOct 1414 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
SFLR Innovator Etfs Trust 18.6% Added +10%
QFLR Innovator Etfs Trust 12.0% Added +12%
IFLR Innovator Etfs Trust 6.7% Added +17%
AGG iShares Tr 4.9% Added +18%
JAAA Janus Detroit STR Tr 4.2% Added +19%
RFLR Innovator Etfs Trust 3.9% Added +10%
BINC BlackRock ETF Trust II 3.7% Added +20%
SHY iShares Tr 3.1% Added +16%
SRLN Ssga Active ETF Tr 3.1% Added +17%
FALN iShares Tr 3.0% Added +16%
LEMB iShares Inc 3.0% Added +22%
STIP iShares Tr 2.9% Added +22%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • AVGO $514K
  • VUG $360K
  • VSS $247K
  • LLY $245K
arrow_upwardAdded
arrow_downwardTrimmed
  • BOND −35%
  • NJAN −15%
  • ZMAR −15%
  • EJAN −10%
remove_circleSold out
  • IJUL $420K
  • COMP $336K
  • KJAN $273K
  • ICVT $239K

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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