Data as of Q4 2025 (Dec 31, 2025)

High Falls Advisors, Inc

โ€ขCIK: 1569139โ€ขFiling: Q4 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
$0
QoQ Performance
-100.0%
Positions
0
Top 10 Concentration
0.0%
Latest Filing
Q4 2025

Top Holdings Allocation

๐Ÿ“ˆ Biggest Buys

No new positions or increases this quarter

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

๐Ÿšช Exited Positionssold since Q3 2025

IUSB
ISHARES TR
SOLD
$45.6M
IVV
ISHARES TR
SOLD
$39.8M
DYNF
BLACKROCK ETF TRUST
SOLD
$32.6M
IVW
ISHARES TR
SOLD
$28.8M
QUAL
ISHARES TR
SOLD
$26.1M
+141 more exited positions

Historical Filings

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