Polaris Investment Advisors, LLC
•CIK: 2103332•Filing: Q4 2025
**Polaris Investment Advisors, LLC** manages $138M across a diversified portfolio of 73 positions. The strategy exhibits a notable tilt toward broad market exposure, evidenced by top holdings including IVV ($13.9M), IVW ($9.7M), and IVE ($9.5M). Significant allocations are also directed toward specific sectors and international markets, notably DYNF ($9.4M) and IEMG ($7.5M). This concentration suggests a tactical approach balancing core index exposure with targeted growth opportunities.
Total AUM
$138.4M
QoQ Performance
N/A
Positions
31
Top 10 Concentration
58.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVW
IVE
DYNF
IUSB
IEMG
OEF
IVV10.0%
IVW7.0%
IVE6.9%
DYNF6.8%
IUSB5.5%
IEMG5.4%
OEF5.0%
EFV4.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other78.6%
ETF10.7%
Technology8.9%
Consumer0.7%
Industrial0.3%
Financial0.3%
Materials0.3%
Energy0.2%