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Altiora Financial Group, LLC 13F holdings

Filed 2026-08-10 · Altiora Financial Group, LLC · 114 positions · $634.5M

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TickerCompanySharesValue% of portfolio
DFACDIMENSIONAL ETF TRUST2.9M$128.1M20.2%
DFAXDIMENSIONAL ETF TRUST1.5M$54.1M8.5%
DFSDDIMENSIONAL ETF TRUST876.9K$41.9M6.6%
VTIVANGUARD INDEX FDS101.0K$37.4M5.9%
VBILVANGUARD INSTL INDEX FD477.8K$36.2M5.7%
DCORDIMENSIONAL ETF TRUST223.2K$18.3M2.9%
SCHRSCHWAB STRATEGIC TR687.5K$17.0M2.7%
DFATDIMENSIONAL ETF TRUST234.7K$16.4M2.6%
VTEBVANGUARD MUN BD FDS318.6K$16.1M2.5%
DFUVDIMENSIONAL ETF TRUST279.5K$15.4M2.4%
BOXXEA SERIES TRUST114.0K$13.3M2.1%
CTASIMPLIFY EXCHANGE TRADED FUN503.4K$13.1M2.1%
CDXSIMPLIFY EXCHANGE TRADED FUN572.9K$12.1M1.9%
SCHPSCHWAB STRATEGIC TR436.0K$11.6M1.8%
SUBISHARES TR93.7K$10.0M1.6%
DFIVDIMENSIONAL ETF TRUST182.3K$9.8M1.6%
DFUSDIMENSIONAL ETF TRUST111.6K$9.1M1.4%
VXUSVANGUARD STAR FDS104.7K$9.0M1.4%
VTESVANGUARD WELLINGTON FD87.7K$8.9M1.4%
VGSHVANGUARD SCOTTSDALE FDS150.4K$8.8M1.4%
VGITVANGUARD SCOTTSDALE FDS145.3K$8.6M1.4%
SGOVISHARES TR80.2K$8.1M1.3%
SCHOSCHWAB STRATEGIC TR333.0K$8.0M1.3%
DUHPDIMENSIONAL ETF TRUST141.9K$5.9M0.9%
VUGVANGUARD INDEX FDS67.3K$5.8M0.9%
DFASDIMENSIONAL ETF TRUST67.9K$5.6M0.9%
STIPISHARES TR51.8K$5.3M0.8%
BILSSPDR SERIES TRUST52.5K$5.2M0.8%
DUSBDIMENSIONAL ETF TRUST102.1K$5.2M0.8%
VTECVANGUARD CALIF TAX FREE FDS50.0K$5.0M0.8%
IAUISHARES GOLD TR64.4K$4.9M0.8%
DFAIDIMENSIONAL ETF TRUST105.2K$4.3M0.7%
DBMFLITMAN GREGORY FDS TR133.4K$4.1M0.6%
DFAUDIMENSIONAL ETF TRUST68.4K$3.5M0.6%
DFIPDIMENSIONAL ETF TRUST79.0K$3.3M0.5%
DIHPDIMENSIONAL ETF TRUST93.9K$3.2M0.5%
ITOTISHARES TR18.1K$3.0M0.5%
AAPLAPPLE INC10.2K$2.9M0.5%
IVVISHARES TR3.7K$2.8M0.4%
MSFTMICROSOFT CORP7.0K$2.6M0.4%
VTIPVANGUARD MALVERN FDS51.6K$2.6M0.4%
TSLATESLA INC5.8K$2.4M0.4%
GOVTISHARES TR94.5K$2.2M0.3%
IWNISHARES TR7.8K$1.7M0.3%
SCHJSCHWAB STRATEGIC TR69.4K$1.7M0.3%
DFICDIMENSIONAL ETF TRUST44.9K$1.7M0.3%
SBARSIMPLIFY EXCHANGE TRADED FUN58.3K$1.5M0.2%
GOOGALPHABET INC4.2K$1.5M0.2%
AMZNAMAZON COM INC6.2K$1.5M0.2%
DISVDIMENSIONAL ETF TRUST31.6K$1.3M0.2%
DFSUDIMENSIONAL ETF TRUST26.0K$1.2M0.2%
VPUVANGUARD WORLD FD5.7K$1.1M0.2%
DFEMDIMENSIONAL ETF TRUST26.9K$1.1M0.2%
LLYELI LILLY & CO898$1.1M0.2%
SPTSSPDR SERIES TRUST36.8K$1.1M0.2%
GOOGLALPHABET INC3.0K$1.1M0.2%
VCRBVANGUARD MALVERN FDS13.0K$1.0M0.2%
DFEVDIMENSIONAL ETF TRUST22.7K$967,5200.2%
BACBANK OF AMER CORP15.0K$855,2700.1%
COSTCOSTCO WHOLESALE CORPORATION877$820,4080.1%
Top Fund Holdings
13F
Top Fund Holdings

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