Altiora Financial Group, LLC

Est. AUM

$568.2M

13F long equity, this entity only

Positions

110

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$112.3M	2890247	19.77%	SOLE
2	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$49.2M	1447156	8.65%	SOLE
3	DIMENSIONAL ETF TRUST	SHORT DURATION F	$44.2M	922515	7.77%	SOLE
4	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$28.5M	376280	5.01%	SOLE
5	ISHARES TR	0-3 MNTH TREASRY	$20.0M	199156	3.53%	SOLE
6	SIMPLIFY EXCHANGE TRADED FUN	HIGH YIELD ETF	$19.2M	898970	3.38%	SOLE
7	SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$19.1M	630394	3.35%	SOLE
8	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$16.3M	652805	2.86%	SOLE
9	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$16.1M	222925	2.83%	SOLE
10	DIMENSIONAL ETF TRUST	US TARGETED VLU	$14.7M	234976	2.58%	SOLE
11	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$13.5M	279484	2.38%	SOLE
12	SCHWAB STRATEGIC TR	US TIPS ETF	$13.5M	506969	2.37%	SOLE
13	VANGUARD MUN BD FDS	TAX EXEMPT BD	$13.5M	270029	2.37%	SOLE
14	EA SERIES TRUST	ALPHA ARCH 1-3	$11.0M	94975	1.94%	SOLE
15	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$9.8M	185313	1.72%	SOLE
16	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$8.7M	149217	1.54%	SOLE
17	SCHWAB STRATEGIC TR	SHT TM US TRES	$8.2M	338022	1.44%	SOLE
18	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$7.9M	111570	1.39%	SOLE
19	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$7.5M	74514	1.33%	SOLE
20	VANGUARD STAR FDS	VG TL INTL STK F	$7.2M	93532	1.27%	SOLE
21	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$6.7M	112028	1.17%	SOLE
22	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$5.9M	161674	1.05%	SOLE
23	VANGUARD INDEX FDS	GROWTH ETF	$5.7M	13079	1.01%	SOLE
24	ISHARES GOLD TR	ISHARES NEW	$5.7M	64394	1.00%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$5.6M	56730	0.99%	SOLE
26	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$5.5M	109301	0.98%	SOLE
27	ISHARES TR	0-5 YR TIPS ETF	$5.3M	50984	0.93%	SOLE
28	VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$5.0M	50000	0.87%	SOLE
29	SIMPLIFY EXCHANGE TRADED FUN	ENHANCED INM ETF	$4.9M	229662	0.86%	SOLE
30	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$4.8M	67999	0.85%	SOLE
31	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$4.1M	104969	0.72%	SOLE
32	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$3.3M	102153	0.58%	SOLE
33	DIMENSIONAL ETF TRUST	INFLATION PROTE	$3.3M	78596	0.58%	SOLE
34	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$3.1M	68216	0.54%	SOLE
35	MICROSOFT CORP	COM	$2.6M	7040	0.46%	SOLE
36	APPLE INC	COM	$2.6M	10181	0.45%	SOLE
37	ISHARES TR	CORE S&P TTL STK	$2.6M	17909	0.45%	SOLE
38	ISHARES TR	CORE S&P500 ETF	$2.5M	3779	0.43%	SOLE
39	ISHARES TR	US TREAS BD ETF	$2.4M	106775	0.43%	SOLE
40	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$2.1M	70191	0.37%	SOLE
41	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.9M	38165	0.34%	SOLE
42	TESLA INC	COM	$1.9M	5077	0.33%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	64417	0.33%	SOLE
44	SCHWAB STRATEGIC TR	1 5YR CORP BD	$1.7M	69420	0.30%	SOLE
45	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.6M	44549	0.28%	SOLE
46	SIMPLIFY EXCHANGE TRADED FUN	BARRIER INCOME	$1.6M	63289	0.27%	SOLE
47	ISHARES TR	RUS 2000 VAL ETF	$1.5M	7831	0.26%	SOLE
48	AMAZON COM INC	COM	$1.3M	6167	0.23%	SOLE
49	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.2M	31153	0.22%	SOLE
50	ALPHABET INC	CAP STK CL C	$1.2M	4186	0.21%	SOLE

1–50 of 110

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.