Altiora Financial Group, LLC Portfolio Holdings

Altiora Financial Group, LLC

  • $512 Billion
  • Q2 2025

Altiora Financial Group, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $512 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $108B, Dimensional ETF Tr Short Durat with a value of $45.9B, Dimensional ETF Tr with a value of $43B, Ishares Trishares 0 3 Mnth Tre with a value of $31.4B, and Vanguard Total Stock Market Et with a value of $26B.

Examining the 13F form we can see an increase of $41.5B in the current position value, from $470B to 512B.

Altiora Financial Group, LLC is based out at Lebanon, OH

Below you can find more details about Altiora Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $512 Billion
ETFs: $417 Billion
Technology: $8.76 Billion
Consumer Cyclical: $3.65 Billion
Communication Services: $1.93 Billion
Consumer Defensive: $1.64 Billion
Healthcare: $1.35 Billion
Financial Services: $974 Million
Industrials: $595 Million
Other: $589 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$3.56 Billion 0.7% of portfolio
7,158
Q1 2025 Reduced 0.45%
$3.69T
$2.17 Billion 0.42% of portfolio
10,590
Q1 2025 Reduced 1.17%
$2.26T
$1.76 Billion 0.34% of portfolio
8,040
Q2 2025 Added 0.75%
$1.08T
$1.61 Billion 0.31% of portfolio
5,060
Q2 2025 Added 68.22%
$4.12B
$1.6 Billion 0.31% of portfolio
34,612
Q2 2024 Added 82.17%
-
$1.02 Billion 0.2% of portfolio
-
Q2 2024 Added 225.0%
$439B
$947 Million 0.19% of portfolio
957
Q4 2024 Reduced 3.33%
$456B
$846 Million 0.17% of portfolio
5,358
Q1 2025 Added 1.88%
$1.24T
$769 Million 0.15% of portfolio
4,333
Q2 2025 Added 0.05%
$608B
$736 Million 0.14% of portfolio
944
Q1 2025 Reduced 3.08%
$381B
$710 Million 0.14% of portfolio
15,010
Q4 2023 New
$302B
$589 Million 0.12% of portfolio
4,115
Q2 2025 Added 0.05%
-
$504 Million 0.1% of portfolio
-
Q4 2024 Added 100.0%
$1.21T
$517 Million 0.1% of portfolio
2,936
Q2 2025 Added 0.1%
-
$524 Million 0.1% of portfolio
-
Q2 2024 New
$368B
$408 Million 0.08% of portfolio
2,563
Q1 2025 Reduced 27.86%
$245B
$336 Million 0.07% of portfolio
1,078
Q2 2025 Reduced 15.65%
$210B
$307 Million 0.06% of portfolio
1,041
Q4 2024 Added 0.87%
$545B
$315 Million 0.06% of portfolio
235
Q2 2025 New
$22.7B
$321 Million 0.06% of portfolio
1,441
Q1 2025 Reduced 7.63%
$1.78T
$326 Million 0.06% of portfolio
442
Q2 2025 New
$859B
$263 Million 0.05% of portfolio
908
Q4 2024 New
$367B
$273 Million 0.05% of portfolio
2,000
Q2 2025 New
$452B
$273 Million 0.05% of portfolio
1,788
Q1 2025 Reduced 20.95%
$14.7B
$273 Million 0.05% of portfolio
2,850
Q2 2025 Reduced 5.0%
$281B
$280 Million 0.05% of portfolio
2,863
Q2 2025 Reduced 8.15%
$8.14B
$281 Million 0.05% of portfolio
7,600
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $512 Billion
  • Prior Value $470 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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