13F Insight
DOSSIER · 13F-HR · Q2 2026

Avalon Advisory Group

$271M in tracked AUM across 14 positions as of Q2 2026.

AA
CIK 0001802119 · last filed Jun 30, 2026
Total AUM
$271M
as of Q2 2026
Holdings
14
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Avalon Advisory Group 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
VTI
VANGUARD INDEX FDS
$143M385K52.7%02
IEF
ISHARES TR
$88M931K32.5%03
VEU
VANGUARD INTL EQUITY INDEX F
$17M203K6.3%04
ITOT
ISHARES TR
$8M51K3.1%05
SCHF
SCHWAB STRATEGIC TR
$5M177K1.8%06
SCHB
SCHWAB STRATEGIC TR
$4M155K1.7%07
VXUS
VANGUARD STAR FDS
$3M30K0.9%08
VOO
VANGUARD INDEX FDS
$948K1K0.3%09
AAPL
APPLE INC
$420K1K0.2%10
MSFT
MICROSOFT CORP
$401K1K0.1%

Filing history

2026Q2Jun 30
$271M▲ 9.2%
14 positionsView →2026Q1Mar 31
$248M▲ 1.1%
12 positionsView →2025Q4Dec 31
$245M▲ 9787.2%
13 positionsView →2025Q3Sep 30
$2M▼ 98.9%
4 positionsView →2025Q2Jun 30
$233M▲ 11046.2%
16 positionsLocked2025Q1Mar 31
$2M▼ 99.0%
3 positionsLocked2024Q4Dec 31
$219M▼ 0.7%
16 positionsLocked2024Q3Sep 30
$221M▲ 5.1%
15 positionsLocked2024Q2Jun 30
$210M▲ 1.7%
15 positionsLocked2024Q1Mar 31
$207M▲ 7.7%
13 positionsLocked2023Q4Dec 31
$192M▲ 12.7%
7 positionsLocked2023Q3Sep 30
$170M▼ 3.3%
9 positionsLocked
Showing 12 of 27