What does Addison Advisors LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Addison Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD MALVERN FDS

$22M432K4.8%

VANGUARD SPECIALIZED FUNDS

$21M98K4.6%

VANGUARD SCOTTSDALE FDS

$20M339K4.5%

ISHARES TR

$16M115K3.6%

VANGUARD INDEX FDS

$16M36K3.4%

VANGUARD MALVERN FDS

$14M176K3.0%

DIMENSIONAL ETF TRUST

$13M274K2.9%

VANGUARD CHARLOTTE FDS

$12M256K2.7%

VANGUARD INDEX FDS

$10M39K2.2%

ISHARES TR

$9M204K2.1%

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