Avalon Advisory Group
•CIK: 1802119•Filing: Q4 2025
**Avalon Advisory Group** manages $245M across a concentrated portfolio of 13 positions. The strategy exhibits a significant core allocation to broad U.S. equity exposure, anchored by VTI at $124.4M and IEF at $85.4M. Further diversification is evident with notable holdings in international and total market indices, including VEU ($14.4M) and ITOT ($7.6M). The top ten holdings represent a disciplined mix of broad market ETFs and select mega-cap technology names.
Total AUM
$245.1M
QoQ Performance
-0.7%
Positions
10
Top 10 Concentration
99.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
IEF
VEU
VTI50.8%
IEF34.8%
VEU5.9%
ITOT3.1%
SCHF1.7%
SCHB1.7%
VXUS0.9%
VOO0.4%
📈 Biggest Buys
IEF
ISHARES TR
+6.4%
34.8% of portfolio
📉 Biggest Sells
Sector Breakdown
Other99.0%
Technology0.6%
ETF0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑1 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023