13F Insight
DOSSIER · 13F-HR · Q1 2026

Altiora Financial Group, LLC

$607M in tracked AUM across 112 positions as of Q1 2026.

AF
CIK 0001986156 · last filed Mar 31, 2026
Total AUM
$607M
as of Q1 2026
Holdings
112
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Altiora Financial Group, 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$112M2.9M18.5%02
DFAX
DIMENSIONAL ETF TRUST
$49M1.4M8.1%03
DFSD
DIMENSIONAL ETF TRUST
$44M923K7.3%04
VTI
VANGUARD INDEX FDS
$29M90K4.8%05
VBIL
VANGUARD INSTL INDEX FD
$28M376K4.7%06
SGOV
ISHARES TR
$20M199K3.3%07
CDX
SIMPLIFY EXCHANGE TRADED FUN
$19M899K3.2%08
CTA
SIMPLIFY EXCHANGE TRADED FUN
$19M630K3.1%09
SCHR
SCHWAB STRATEGIC TR
$16M653K2.7%10
DCOR
DIMENSIONAL ETF TRUST
$16M223K2.6%

Filing history

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 positionsLocked2025Q1Mar 31
$470M▲ 2.3%
91 positionsLocked2024Q4Dec 31
$460M▲ 1.6%
93 positionsLocked2024Q3Sep 30
$452M▲ 8.6%
92 positionsLocked2024Q2Jun 30
$417M▲ 13.1%
84 positionsLocked2024Q1Mar 31
$368M▲ 6.7%
82 positionsLocked2023Q4Dec 31
$345M▲ 60.2%
74 positionsLocked2023Q3Sep 30
$215M▼ 5.4%
57 positionsLocked2023Q2Jun 30
$228M▲ 5.0%
55 positionsLocked
Showing 12 of 14