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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but High Falls Advisors, Inc's latest available filing here is Q3 2025.
High Falls Advisors, Inc
•CIK: 1569139•Filing: Q3 2025
**High Falls Advisors, Inc.** manages $486M across a diversified portfolio of 146 positions. The fund exhibits significant concentration in core market indices and sector ETFs, notably holding IUSB at $45.6M and IVV at $39.8M. Further substantial allocations include DYNF ($32.6M), IVW ($28.8M), and QUAL ($26.1M). This positioning suggests a systematic, index-aware approach targeting broad market exposure and established asset classes.
Total AUM
$485.7M
QoQ Performance
+7.5%
Positions
67
Top 10 Concentration
58.6%
Latest Filing
Q3 2025
Top Holdings Allocation
IUSB
IVV
DYNF
IVW
QUAL
EFV
IUSB9.4%
IVV8.2%
DYNF6.7%
IVW5.9%
QUAL5.4%
EFV5.2%
IVE5.0%
OEF4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.9%
ETF8.9%
Technology5.3%
Financial0.9%
Industrial0.8%
Consumer0.5%
Healthcare0.3%
Energy0.2%
🚪 Exited Positionssold since Q2 2025
+3 more exited positions
Changes from Q2 2025
NEW12 new positions
↑62 increased
↓54 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022