DOSSIER · 13F-HR · Q2 2026

Polaris Investment Advisors, LLC

$156M in tracked AUM across 78 positions as of Q2 2026.

PI
CIK 0002103332 · last filed Jun 30, 2026
Total AUM
$156M
as of Q2 2026
Holdings
78
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Polaris Investment Advisors, 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
IVV
ISHARES TR
$24M32K15.4%
02
IVW
ISHARES TR
$11M79K7.0%
03
IUSB
ISHARES TR
$10M212K6.3%
04
DYNF
BLACKROCK ETF TRUST
$9M138K6.0%
05
IVE
ISHARES TR
$9M38K5.5%
06
IEMG
ISHARES INC
$7M85K4.5%
07
GOOGL
ALPHABET INC
$7M18K4.2%
08
BAI
BLACKROCK ETF TRUST
$5M94K3.2%
09
EFG
ISHARES TR
$5M38K3.0%
10
EFV
ISHARES TR
$5M62K3.0%

Filing history

2026Q2Jun 30
$156M 13.8%
78 positionsView →
2026Q1Mar 31
$137M 0.9%
70 positionsView →
2025Q4Dec 31
$138M
73 positionsView →