DOSSIER · 13F-HR · Q2 2026

Altiora Financial Group, LLC

$634M in tracked AUM across 114 positions as of Q2 2026.

AF
CIK 0001986156 · last filed Jun 30, 2026
Total AUM
$634M
as of Q2 2026
Holdings
114
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Altiora Financial Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$128M2.9M20.2%
02
DFAX
DIMENSIONAL ETF TRUST
$54M1.5M8.5%
03
DFSD
DIMENSIONAL ETF TRUST
$42M877K6.6%
04
VTI
VANGUARD INDEX FDS
$38M102K5.9%
05
VBIL
VANGUARD INSTL INDEX FD
$36M478K5.7%
06
DCOR
DIMENSIONAL ETF TRUST
$18M223K2.9%
07
SCHR
SCHWAB STRATEGIC TR
$17M688K2.7%
08
DFAT
DIMENSIONAL ETF TRUST
$16M235K2.6%
09
VTEB
VANGUARD MUN BD FDS
$16M319K2.5%
10
DFUV
DIMENSIONAL ETF TRUST
$15M279K2.4%

Filing history

2026Q2Jun 30
$634M 4.5%
114 positionsView →
2026Q1Mar 31
$607M 4.6%
112 positionsView →
2025Q4Dec 31
$580M 6.1%
99 positionsView →
2025Q3Sep 30
$547M 6.8%
94 positionsView →
2025Q2Jun 30
$512M 8.8%
93 positionsLocked
2025Q1Mar 31
$470M 2.3%
91 positionsLocked
2024Q4Dec 31
$460M 1.6%
93 positionsLocked
2024Q3Sep 30
$452M 8.6%
92 positionsLocked
2024Q2Jun 30
$417M 13.1%
84 positionsLocked
2024Q1Mar 31
$368M 6.7%
82 positionsLocked
2023Q4Dec 31
$345M 60.2%
74 positionsLocked
2023Q3Sep 30
$215M 5.4%
57 positionsLocked
Showing 12 of 15