StockDriftsStockDriftsTop 50 Altiora Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 20.18% | 2.89M | $128.1M | -0.12%(-3.44K) | $24.35(+89.08%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 8.53% | 1.47M | $54.1M | +1.51%(+21.83K) | $22.08(+72.75%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 6.6% | 876.9K | $41.9M | -4.94%(-45.60K) | $47.18(+0.60%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.95% | 102.0K | $37.7M | +13.27%(+11.95K) | $250.97(+52.75%) | 2026-06-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 5.7% | 477.8K | $36.2M | +26.97%(+101.49K) | $75.55(+0.08%) | 2026-06-30 | |
| DCOR | DIMENSIONAL ETF TRUST | 2.88% | 223.2K | $18.3M | +0.11%(+235) | $61.57(+39.18%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 2.67% | 687.5K | $17.0M | +5.32%(+34.71K) | $24.51(-0.27%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.59% | 234.7K | $16.4M | -0.12%(-272) | $47.18(+53.34%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 2.54% | 318.6K | $16.1M | +18.00%(+48.61K) | $50.18(-0.94%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.42% | 279.5K | $15.4M | -0.01%(-15) | $34.46(+67.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.96% | +32.96% | — | — | +40.74% |
| Top 20 Holdings Unweighted | +7.53% | +24.34% | — | — | +28.10% |
Altiora Financial Group, LLC reports $634.46M in US-listed equity holdings across 112 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (20.2%), DFAX (8.5%) and DFSD (6.6%). The top 20 holdings account for 76.79% of reported assets. Its disclosed equity book has returned +32.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Altiora Financial Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1986156). View Altiora Financial Group, LLC’s 13F filings on SEC