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Altiora Financial Group

Latest statistics and disclosures from Altiora Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAX, DFSD, VTI, CDX, and represent 44.98% of Altiora Financial Group's stock portfolio.
Added to shares of these 10 stocks: VBIL (+$23M), SUB (+$8.1M), BOXX (+$6.6M), VTEC (+$5.0M), CTA, GOVT, HIGH, CDX, VTI, VUG.
Started 6 new stock positions in HIGH, AEM, BOXX, VBIL, GOVT, VTEC.
Reduced shares in these 10 stocks: SCHO (-$13M), SGOV (-$9.7M), BILS, DFAC, DUSB, IAU, BILL, NVDA, DFUV, AMZN.
Sold out of its positions in PLTR, QIS, VOE.
Altiora Financial Group was a net buyer of stock by $25M.
Altiora Financial Group has $580M in assets under management (AUM), dropping by 6.14%.
Central Index Key (CIK): 0001986156

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Portfolio Holdings for Altiora Financial Group

Altiora Financial Group holds 97 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	19.8	$115M	-2%	2.9M	39.59	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	8.1	$47M		1.4M	32.73	View chart
Dimensional Etf Trust Short Duration F (DFSD)	8.1	$47M		975k	47.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.9	$29M	+5%	85k	335.27	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	4.1	$24M	+6%	1.1M	22.27	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	4.0	$23M	NEW	308k	75.43	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.8	$22M	-30%	219k	100.38	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	3.1	$18M	+35%	665k	27.26	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.8	$16M		644k	25.08	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	2.6	$15M	+3%	208k	73.63	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.4	$14M		236k	59.54	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.3	$13M	+2%	507k	26.49	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.2	$13M	-5%	279k	46.59	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.8	$10M	+352%	98k	106.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.8	$10M	+8%	205k	50.29	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.6	$9.2M		185k	49.90	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	1.6	$9.0M	-10%	179k	50.65	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.4	$8.3M		112k	74.17	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.4	$8.3M	-61%	339k	24.37	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$6.6M	+4%	88k	75.44	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.1	$6.6M	NEW	58k	115.10	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$6.4M	+23%	13k	487.86	View chart
Spdr Series Trust State Street Spd (BILS)	1.1	$6.2M	-32%	62k	99.22	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.1	$6.2M	-2%	162k	38.03	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$5.2M	-14%	64k	81.17	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$5.2M	+2%	51k	102.39	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$5.1M	+4%	87k	58.73	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.9	$5.0M	NEW	50k	100.26	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$4.7M		68k	69.67	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.8	$4.5M	+8%	44k	101.57	View chart
Microsoft Corporation (MSFT)	0.6	$3.4M		7.1k	483.61	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$3.4M		89k	38.11	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.6	$3.3M	-4%	79k	41.55	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$3.2M	-3%	102k	31.66	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$2.9M	+7%	62k	46.80	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$2.8M	+7%	48k	59.93	View chart
Apple (AAPL)	0.5	$2.8M	-4%	10k	271.85	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$2.5M	NEW	107k	23.02	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$2.3M	-6%	47k	49.46	View chart
Tesla Motors (TSLA)	0.4	$2.3M	-7%	5.1k	449.72	View chart
Spdr Series Trust State Street Spd (SPTS)	0.4	$2.3M		78k	29.28	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.3	$2.0M	NEW	89k	22.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.8M	-2%	2.6k	684.98	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.3	$1.7M		69k	24.90	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.4M		7.8k	181.21	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$1.4M	+6%	41k	34.46	View chart
Amazon (AMZN)	0.2	$1.4M	-24%	6.0k	230.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.3M		4.2k	313.79	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.2M		31k	38.00	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$1.1M		26k	43.43	View chart
Vanguard World Utilities Etf (VPU)	0.2	$1.0M		5.7k	185.04	View chart
Bill Com Holdings Ord (BILL)	0.2	$1.0M	-45%	19k	54.54	View chart
Eli Lilly & Co. (LLY)	0.2	$970k	-4%	903.00	1074.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$951k	+3%	3.0k	313.00	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$858k	+2%	26k	33.08	View chart
Bank of America Corporation (BAC)	0.1	$826k		15k	55.00	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$765k		23k	33.74	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$757k		7.1k	107.11	View chart
Costco Wholesale Corporation (COST)	0.1	$755k		875.00	862.34	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$676k	-2%	3.5k	191.01	View chart
Chevron Corporation (CVX)	0.1	$627k		4.1k	152.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$618k		1.6k	396.31	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$537k		3.7k	143.33	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$533k		16k	32.57	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$515k		20k	25.76	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$506k		10k	49.65	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$506k		17k	30.20	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$487k	+151%	8.1k	60.53	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$484k		6.8k	71.23	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$480k		8.0k	60.07	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$469k		688.00	681.55	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$414k		1.6k	257.95	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$394k		3.5k	113.72	View chart
Dimensional Etf Trust International (DFSI)	0.1	$390k		9.1k	42.85	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$374k		967.00	386.87	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$371k		4.9k	75.77	View chart
Johnson & Johnson (JNJ)	0.1	$370k		1.8k	206.98	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$370k		4.6k	79.74	View chart
Procter & Gamble Company (PG)	0.1	$367k		2.6k	143.31	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$346k		1.1k	314.80	View chart
UnitedHealth (UNH)	0.1	$343k		1.0k	330.11	View chart
International Business Machines (IBM)	0.1	$306k		1.0k	296.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$305k	-49%	1.4k	211.79	View chart
Barrick Mng Corp Com Shs (B)	0.1	$301k		6.9k	43.55	View chart
Meta Platforms Cl A (META)	0.1	$290k		440.00	660.06	View chart
Wal-Mart Stores (WMT)	0.0	$271k		2.4k	111.41	View chart
JPMorgan Chase & Co. (JPM)	0.0	$269k	-6%	835.00	322.22	View chart
Newmont Mining Corporation (NEM)	0.0	$264k		2.6k	99.86	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$251k		3.4k	73.56	View chart
NVIDIA Corporation (NVDA)	0.0	$250k	-74%	1.3k	186.49	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$231k		5.0k	46.54	View chart
Caterpillar (CAT)	0.0	$229k	-12%	400.00	572.87	View chart
Agnico (AEM)	0.0	$222k	NEW	1.3k	169.53	View chart
Cintas Corporation (CTAS)	0.0	$222k	-18%	1.2k	188.02	View chart
Netflix (NFLX)	0.0	$220k	+900%	2.4k	93.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$212k		965.00	219.76	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$210k	-3%	6.4k	32.89	View chart

Past Filings by Altiora Financial Group

SEC 13F filings are viewable for Altiora Financial Group going back to 2023

Altiora Financial Group 2025 Q4 filed Feb. 12, 2026
Altiora Financial Group 2025 Q3 filed Nov. 5, 2025
Altiora Financial Group 2025 Q2 filed Aug. 8, 2025
Altiora Financial Group 2025 Q1 filed May 8, 2025
Altiora Financial Group 2024 Q4 filed Feb. 7, 2025
Altiora Financial Group 2024 Q3 filed Nov. 12, 2024
Altiora Financial Group 2024 Q2 filed Aug. 12, 2024
Altiora Financial Group 2024 Q1 filed April 19, 2024
Altiora Financial Group 2023 Q3 filed Nov. 13, 2023
Altiora Financial Group 2022 Q4 filed July 19, 2023
Altiora Financial Group 2023 Q1 filed July 19, 2023
Altiora Financial Group 2023 Q2 filed July 19, 2023

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