AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Conrad Siegel Investment Advisors, Inc. has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 106.1% quarter-over-quarter, rising from $255.87M to $527.25M. The portfolio consists of 59 holdings, reflecting a strategy that prioritizes broad diversification through fund allocation rather than concentrated single-stock picking. The portfolio is heavily weighted toward Exchange Traded Funds (ETFs)...
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.
Filing history
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