Altiora Financial Group, LLC

CIK 0001986156 · LEBANON, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Altiora Financial Group, LLC reported 112 positions worth $634.5M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: DFAC (20.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$634.5M
2026 Q2
Positions
112
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.1%
Est. Net Flow (Q)
2026 Q2
10 / 112 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFACDIMENSIONAL ETF TRUSTSH$128.1M20.18%2,886,811
2DFAXDIMENSIONAL ETF TRUSTSH$54.1M8.53%1,468,984
3DFSDDIMENSIONAL ETF TRUSTSH$41.9M6.60%876,910
4VTIVANGUARD INDEX FDSSH$37.7M5.95%101,977
5VBILVANGUARD INSTL INDEX FDSH$36.2M5.70%477,767
6DCORDIMENSIONAL ETF TRUSTSH$18.3M2.88%223,160
7SCHRSCHWAB STRATEGIC TRSH$17.0M2.67%687,514
8DFATDIMENSIONAL ETF TRUSTSH$16.4M2.59%234,704
9VTEBVANGUARD MUN BD FDSSH$16.1M2.54%318,638
10DFUVDIMENSIONAL ETF TRUSTSH$15.4M2.42%279,469

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Altiora Financial Group, LLC hold as of Q2 2026?

Altiora Financial Group, LLC reported 112 positions worth $634.5M in its Q2 2026 13F filing. Largest positions: DFAC (20.2%), DFAX (8.5%), DFSD (6.6%), VTI (5.9%) and VBIL (5.7%).

What did Altiora Financial Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Altiora Financial Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.