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Polaris Investment Advisors

Latest statistics and disclosures from Polaris Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IVE, IVW, DYNF, IUSB, and represent 37.13% of Polaris Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV, EFG, BLCR, IDEF, GOVT, LMUB, IVW, IUSB, MUB, MTUM.
Started 4 new stock positions in GOVT, LMUB, BLCR, IDEF.
Reduced shares in these 10 stocks: OEF, IAU, IJH, ITA, VB, USMV, VTEB, EMB, AGG, HIMU.
Sold out of its positions in HIMU, IBM, AGG, TLT, EMB, TSLA, VB.
Polaris Investment Advisors was a net buyer of stock by $2.5M.
Polaris Investment Advisors has $137M in assets under management (AUM), dropping by -0.87%.
Central Index Key (CIK): 0002103332

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Positions held by Polaris Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Polaris Investment Advisors

Polaris Investment Advisors holds 70 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
Ishares Tr Core S&p500 Etf (IVV)	11.0	$15M	+14%	23k	653.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	7.0	$9.6M		46k	211.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	6.8	$9.4M	+5%	83k	113.11	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.4	$8.8M	-2%	150k	58.18	View chart
Ishares Tr Core Univrsl Usd (IUSB)	5.9	$8.1M	+6%	175k	46.19	View chart
Ishares Core Msci Emkt (IEMG)	5.6	$7.7M		111k	69.75	View chart
Ishares Tr Eafe Value Etf (EFV)	5.1	$6.9M	+2%	93k	74.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.8	$5.3M		18k	287.56	View chart
Ishares Tr S&p 100 Etf (OEF)	3.1	$4.2M	-34%	13k	318.07	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.8	$3.8M		20k	191.81	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	2.7	$3.7M	+2%	36k	100.72	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	2.6	$3.6M	+6%	109k	32.95	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	2.5	$3.5M	+7%	96k	36.22	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.4	$3.3M	+8%	14k	240.00	View chart
Alphabet Cap Stk Cl C (GOOG)	2.0	$2.8M		9.7k	286.86	View chart
Ishares Tr National Mun Etf (MUB)	2.0	$2.7M	+11%	25k	106.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$2.3M	-22%	34k	67.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.6	$2.2M	+270%	20k	111.37	View chart
Ishares Tr Mbs Etf (MBB)	1.4	$1.9M	+6%	20k	94.95	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.4	$1.9M	+7%	39k	50.04	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$1.6M	-38%	19k	88.16	View chart
Apple (AAPL)	1.0	$1.4M		5.4k	253.80	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.0	$1.3M	-5%	26k	51.93	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.9	$1.3M		9.5k	132.91	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.9	$1.3M		26k	49.37	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.9	$1.2M	NEW	29k	41.06	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.8	$1.2M		3.2k	356.53	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.8	$1.1M	-37%	5.1k	218.75	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.8	$1.1M	NEW	34k	32.72	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.8	$1.0M	NEW	45k	22.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$988k	-5%	15k	64.08	View chart
NVIDIA Corporation (NVDA)	0.7	$898k		5.2k	174.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$881k		2.7k	320.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$850k		1.3k	650.54	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$771k		7.9k	97.22	View chart
Ishares Tr Long Term Muni (LMUB)	0.5	$730k	NEW	15k	49.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$680k	-33%	14k	49.89	View chart
Amazon (AMZN)	0.4	$617k		3.0k	208.27	View chart
Kimberly-Clark Corporation (KMB)	0.4	$575k		6.0k	96.47	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$545k		2.8k	196.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$493k		4.0k	124.32	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$478k	-3%	4.5k	106.50	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$452k		3.5k	128.12	View chart
Linde SHS (LIN)	0.3	$448k		903.00	495.76	View chart
Ge Aerospace Com New (GE)	0.3	$439k		1.5k	283.77	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$427k		1.5k	287.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$414k		972.00	426.21	View chart
Exxon Mobil Corporation (XOM)	0.3	$412k		2.4k	169.66	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$406k		2.8k	146.64	View chart
Microsoft Corporation (MSFT)	0.3	$401k		1.1k	370.17	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$400k		5.3k	75.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$390k		1.6k	248.00	View chart
Broadcom (AVGO)	0.3	$371k		1.2k	309.51	View chart
Vanguard World Financials Etf (VFH)	0.3	$362k		3.0k	120.80	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$354k		2.5k	141.44	View chart
Bank of America Corporation (BAC)	0.2	$339k	-10%	6.9k	48.75	View chart
Ge Vernova (GEV)	0.2	$336k		385.00	872.90	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$327k	-10%	1.8k	181.42	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$304k		1.5k	205.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$279k	-59%	3.0k	92.75	View chart
AFLAC Incorporated (AFL)	0.2	$278k		2.5k	109.71	View chart
CSX Corporation (CSX)	0.2	$272k		6.6k	41.05	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$268k	-3%	5.9k	45.62	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$262k		601.00	436.51	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$261k		833.00	313.81	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$248k		4.4k	56.79	View chart
Eversource Energy (ES)	0.2	$244k		3.5k	69.28	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$239k		2.8k	86.64	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$224k		3.2k	70.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$208k		4.6k	45.26	View chart

Past Filings by Polaris Investment Advisors

SEC 13F filings are viewable for Polaris Investment Advisors going back to 2025

Polaris Investment Advisors 2026 Q1 filed April 21, 2026
Polaris Investment Advisors 2025 Q4 filed Jan. 15, 2026

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