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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.12B
$1.6 Billion 0.31% of portfolio
34,612
Q2 2024 Added 82.17%
$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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