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

STAR Financial Bank

$212M in tracked AUM across 113 positions as of Q1 2026.

SF
CIK 0001965329 · last filed Mar 31, 2026
Total AUM
$212M
as of Q1 2026
Holdings
113
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

STAR Financial Bank 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
VTV
VANGUARD VALUE ETF
$24M122K11.3%02
BINC
BLACKROCK ETF TRUST II
$14M267K6.6%03
GOVT
ISHARES US TREASURY BOND ETF
$13M577K6.2%04
IWF
ISHARES RUSSELL 1000 GROWTH ETF
$13M30K6.0%05
VUG
VANGUARD GROWTH ETF
$12M27K5.6%06
CAAA
FIRST TRUST AAA
$11M551K5.3%07
CLOA
BLACKROCK ETF TRUST II
$11M213K5.2%08
VEA
VANGUARD FTSE DEVELOPED MARKET ETF
$10M157K4.7%09
AGG
ISHARES CORE TOTAL U.S. BOND MARKET ETF
$9M95K4.4%10
VO
VANGUARD MIDCAP VIPER ETF
$9M32K4.4%

Filing history

2026Q1Mar 31
$212M▲ 8.3%
113 positionsView →2025Q4Dec 31
$196M▲ 199.7%
116 positionsView →2025Q3Sep 30
$65M▲ 33.0%
53 positionsView →2025Q2Jun 30
$49M▲ 19.4%
49 positionsLocked2025Q1Mar 31
$41M▼ 70.4%
49 positionsLocked2024Q4Dec 31
$139M▼ 6.4%
125 positionsLocked2024Q3Sep 30
$148M▲ 14.4%
123 positionsLocked2024Q2Jun 30
$130M▲ 10.9%
110 positionsLocked2024Q1Mar 31
$117M▲ 6.5%
90 positionsLocked2023Q4Dec 31
$110M▲ 12.7%
88 positionsLocked2023Q3Sep 30
$97M▼ 9.0%
88 positionsLocked2023Q2Jun 30
$107M▲ 4.2%
91 positionsLocked
Showing 12 of 14