Data as of Q4 2025 (Dec 31, 2025)

Altiora Financial Group, LLC

•CIK: 1986156•Filing: Q4 2025

**Altiora Financial Group, LLC** manages $580M across a diversified portfolio of 97 positions. The fund exhibits significant concentration in specific names, notably holding DFAC at $114.9M and DFAX at $47.0M. Further allocations include substantial exposure to DFSD ($46.7M) and VTI ($28.5M). The portfolio maintains tactical diversification across fixed income, commodities, and broad market indices.

Total AUM
$580.2M
QoQ Performance
+6.1%
Positions
47
Top 10 Concentration
61.3%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DFAX
DFSD
DFAC19.8%
DFAX8.1%
DFSD8.1%
VTI4.9%
CDX4.1%
VBIL4.0%
SGOV3.8%
CTA3.1%

📈 Biggest Buys

VBIL
VANGUARD INSTL INDEX FD
NEW
4.0% of portfolio
SUB
ISHARES TR
+352.3%
1.8% of portfolio
BOXX
EA SERIES TRUST
NEW
1.1% of portfolio
VTEC
VANGUARD CALIF TAX FREE FDS
NEW
0.9% of portfolio
CTA
SIMPLIFY EXCHANGE TRADED FUN
+35.3%
3.1% of portfolio

📉 Biggest Sells

SCHO
SCHWAB STRATEGIC TR
-61.6%
1.4% of portfolio
SGOV
ISHARES TR
-30.6%
3.8% of portfolio
BILS
SPDR SERIES TRUST
-32.7%
1.1% of portfolio
DFAC
DIMENSIONAL ETF TRUST
-2.1%
19.8% of portfolio
DUSB
DIMENSIONAL ETF TRUST
-10.5%
1.6% of portfolio

Sector Breakdown

Other96.6%
Technology1.6%
Consumer0.8%
ETF0.4%
Healthcare0.3%
Financial0.2%
Industrial0.0%
Communication0.0%

🚪 Exited Positionssold since Q3 2025

VOE
VANGUARD INDEX FDS
SOLD
$422.8K
PLTR
PALANTIR TECHNOLOGIES INC
SOLD
$364.8K
QIS
SIMPLIFY EXCHANGE TRADED FUN
SOLD
$261.3K

Changes from Q3 2025

NEW6 new positions
↑30 increased
↓27 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DFAC19.8%
DIMENSIONAL ETF TRUST
$114.9M
DFAX8.1%
DIMENSIONAL ETF TRUST
$47.0M
DFSD8.1%
DIMENSIONAL ETF TRUST
$46.7M
VTI4.9%
VANGUARD INDEX FDS
$28.5M
CDX4.1%
SIMPLIFY EXCHANGE TRADED FUN
$23.9M

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