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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, VBIL, and represent 43.32% of Altiora Financial Group's stock portfolio.
Added to shares of these 10 stocks: VBIL (+$5.2M), BOXX, VGIT, VGSH, VTEB, VTES, HIGH, ITOT, DBMF, VTI.
Started 15 new stock positions in QQQ, BSV, IDEV, VEA, VT, KMLM, SBAR, VOO, SPYG, FOXY. XOM, DBMF, IJH, ITOT, IUSG.
Reduced shares in these 10 stocks: CDX, DUSB, DFSD, SGOV, CTA, BILS, DFAC, VTIP, SPTS, CTAS.
Sold out of its positions in CTAS, DFSV.
Altiora Financial Group was a net buyer of stock by $28M.
Altiora Financial Group has $607M in assets under management (AUM), dropping by 4.63%.
Central Index Key (CIK): 0001986156

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Portfolio Holdings for Altiora Financial Group

Altiora Financial Group holds 110 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	18.5	$112M		2.9M	38.86	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	8.1	$49M		1.4M	33.97	View chart
Dimensional Etf Trust Short Duration F (DFSD)	7.3	$44M	-5%	923k	47.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.8	$29M	+5%	90k	320.81	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	4.7	$29M	+22%	376k	75.65	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.3	$20M	-8%	199k	100.66	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	3.2	$19M	-16%	899k	21.34	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	3.1	$19M	-5%	630k	30.22	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.7	$16M		653k	24.91	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	2.6	$16M	+7%	223k	72.08	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.4	$15M		235k	62.45	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.2	$14M		280k	48.46	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.2	$14M		507k	26.61	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.2	$14M	+32%	270k	49.89	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.8	$11M	+64%	95k	116.29	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.8	$11M	+4%	102k	106.50	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.6	$9.8M		185k	52.78	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.4	$8.7M	+71%	149k	58.54	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.4	$8.2M		338k	24.27	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.3	$7.9M		112k	70.91	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.2	$7.5M	+68%	75k	101.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.2	$7.2M	+6%	94k	77.11	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.1	$6.7M	+135%	112k	59.55	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.0	$5.9M		162k	36.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$5.7M		13k	436.79	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$5.7M		64k	88.16	View chart
Spdr Series Trust State Street Spd (BILS)	0.9	$5.6M	-8%	57k	99.44	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.9	$5.5M	-38%	109k	50.71	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$5.3M		51k	103.43	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.8	$5.0M		50k	99.08	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.8	$4.9M	+158%	230k	21.34	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$4.8M		68k	71.13	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$4.1M	+18%	105k	38.96	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$3.3M		102k	32.22	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.5	$3.3M		79k	41.72	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.5	$3.1M	+9%	68k	45.12	View chart
Microsoft Corporation (MSFT)	0.4	$2.6M		7.0k	370.16	View chart
Apple (AAPL)	0.4	$2.6M		10k	253.78	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$2.6M	NEW	18k	142.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$2.5M	+47%	3.8k	653.23	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$2.4M		107k	22.91	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.3	$2.1M	NEW	70k	30.15	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$1.9M	-18%	38k	49.95	View chart
Tesla Motors (TSLA)	0.3	$1.9M		5.1k	371.75	View chart
Spdr Series Trust State Street Spd (SPTS)	0.3	$1.9M	-16%	64k	29.18	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.3	$1.7M		69k	24.73	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$1.6M	+8%	45k	35.53	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.3	$1.6M	NEW	63k	24.54	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.5M		7.8k	189.59	View chart
Amazon (AMZN)	0.2	$1.3M	+2%	6.2k	208.27	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$1.2M		31k	39.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.2M		4.2k	286.85	View chart
Vanguard World Utilities Etf (VPU)	0.2	$1.1M		5.7k	198.14	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$1.1M		26k	41.09	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$928k	+3%	27k	34.55	View chart
Costco Wholesale Corporation (COST)	0.1	$876k		879.00	996.43	View chart
Chevron Corporation (CVX)	0.1	$851k		4.1k	206.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$846k	-3%	2.9k	287.57	View chart
Eli Lilly & Co. (LLY)	0.1	$823k		895.00	919.77	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$811k		23k	35.78	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$752k		7.1k	106.15	View chart
Bank of America Corporation (BAC)	0.1	$732k		15k	48.75	View chart
Bill Com Holdings Ord (BILL)	0.1	$728k		19k	38.30	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$710k	+19%	9.6k	73.94	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$676k	+22%	20k	33.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$671k		1.6k	430.29	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$648k	+44%	996.00	650.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$647k	-6%	3.3k	196.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$602k	NEW	9.4k	64.08	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$591k	NEW	7.5k	78.41	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$546k		3.7k	145.79	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$516k	NEW	6.2k	83.57	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$510k		20k	25.48	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$509k		6.8k	74.83	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$507k		17k	30.07	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$498k	+27%	13k	38.42	View chart
Kraneshares Trust Mount Lucas Etf (KMLM)	0.1	$458k	NEW	16k	28.20	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$449k		8.0k	56.18	View chart
Johnson & Johnson (JNJ)	0.1	$437k		1.8k	244.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$420k		1.6k	261.92	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$411k		3.5k	118.45	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$394k		4.9k	80.61	View chart
Dimensional Etf Trust International (DFSI)	0.1	$386k		9.1k	42.40	View chart
Simplify Exchange Traded Fun Currency Strateg (FOXY)	0.1	$382k	NEW	13k	29.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$375k	NEW	5.5k	67.52	View chart
Procter & Gamble Company (PG)	0.1	$374k		2.6k	144.44	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$371k		4.7k	79.26	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$353k		953.00	370.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$335k	NEW	581.00	577.29	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$329k		1.1k	298.85	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$313k		1.4k	217.25	View chart
Wal-Mart Stores (WMT)	0.0	$302k		2.4k	124.28	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$284k	NEW	1.8k	155.11	View chart
UnitedHealth (UNH)	0.0	$284k		1.0k	270.59	View chart
Caterpillar (CAT)	0.0	$283k		400.00	708.46	View chart
Newmont Mining Corporation (NEM)	0.0	$263k	-8%	2.4k	108.27	View chart
Exxon Mobil Corporation (XOM)	0.0	$263k	NEW	1.6k	169.66	View chart
Agnico (AEM)	0.0	$263k		1.3k	202.98	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$256k		3.4k	75.10	View chart
Meta Platforms Cl A (META)	0.0	$252k		440.00	572.65	View chart
JPMorgan Chase & Co. (JPM)	0.0	$246k		835.00	294.16	View chart
Barrick Mng Corp Com Shs (B)	0.0	$238k	-15%	5.8k	40.79	View chart
NVIDIA Corporation (NVDA)	0.0	$233k		1.3k	174.39	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$229k		5.0k	46.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$220k	NEW	369.00	596.78	View chart
Netflix (NFLX)	0.0	$220k	-2%	2.3k	96.15	View chart
International Business Machines (IBM)	0.0	$216k	-13%	892.00	242.39	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$211k	NEW	2.2k	97.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$208k		965.00	215.04	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$204k	NEW	1.5k	138.27	View chart

Past Filings by Altiora Financial Group

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

Altiora Financial Group 2026 Q1 filed May 8, 2026
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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