DOSSIER · 13F-HR · Q4 2025

Pollock Investment Advisors, LLC

$136M in tracked AUM across 40 positions as of Q4 2025.

PI
CIK 0002049804 · last filed Dec 31, 2025
Total AUM
$136M
as of Q4 2025
Holdings
40
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Pollock Investment Advisors, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
SELV
SEI EXCHANGE TRADED FUNDS
$52M1.6M37.9%
02
33733E108
FIRST TR EXCHANGE-TRADED FD
$33M362K24.6%
03
DFAC
DIMENSIONAL ETF TRUST
$14M360K10.5%
04
TJX
TJX COS INC NEW
$2M14K1.6%
05
ORLY
OREILLY AUTOMOTIVE INC
$2M24K1.6%
06
MA
MASTERCARD INCORPORATED
$2M4K1.5%
07
GOOG
ALPHABET INC
$2M5K1.3%
08
LMT
LOCKHEED MARTIN CORP
$2M3K1.2%
09
AAPL
APPLE INC
$2M6K1.2%
10
CME
CME GROUP INC
$1M5K1.1%

Filing history

2025Q4Dec 31
$136M 6.5%
40 positionsView →
2025Q3Sep 30
$128M 4.1%
41 positionsView →
2025Q2Jun 30
$123M 0.8%
40 positionsLocked
2025Q1Mar 31
$124M 0.5%
43 positionsLocked
2024Q4Dec 31
$123M
42 positionsLocked