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Super Investors Altiora Financial Group, LLC
AF

Altiora Financial Group, LLC

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Portfolio value
$634M
Positions
112
Quarter ended
June 30, 2026
Filed
August 10, 2026

Reported portfolio value by quarter (15 quarters reported)

$634M $200M
Q4 22 Q3 23 Q2 24 Q1 25 Q4 25 Q2 26

$200M in Q4 2022 → $634M now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding % of portfolio Activity Shares Value
DE Dimensional ETF Trust 20.2% Trimmed 0.1% 2,886,811 $128M
DE Dimensional ETF Trust 8.5% Added 1.5% 1,468,984 $54.1M
DE Dimensional ETF Trust 6.6% Trimmed 4.9% 876,910 $41.9M
VI Vanguard Index Fds 5.9% Added 13% 101,977 $37.7M
VI Vanguard Instl Index Fd 5.7% Added 27% 477,767 $36.2M
DE Dimensional ETF Trust 2.9% Added 0.1% 223,160 $18.3M
SS Schwab Strategic Tr 2.7% Added 5.3% 687,514 $17M
DE Dimensional ETF Trust 2.6% Trimmed 0.1% 234,704 $16.4M
VM Vanguard Mun Bd Fds 2.5% Added 18% 318,638 $16.1M
DE Dimensional ETF Trust 2.4% Trimmed 0.0% 279,469 $15.4M
ES Ea Series Trust 2.1% Added 20% 113,970 $13.3M
SE Simplify Exchange Traded Fun 2.1% Trimmed 20% 503,393 $13.1M
SE Simplify Exchange Traded Fun 1.9% Trimmed 36% 572,852 $12.1M
SS Schwab Strategic Tr 1.8% Trimmed 14% 435,988 $11.6M
IT Ishares Tr 1.7% Trimmed 3.3% 98,775 $10.5M
DE Dimensional ETF Trust 1.6% Trimmed 1.6% 182,333 $9.85M
DE Dimensional ETF Trust 1.4% Unchanged 111,570 $9.14M
VS Vanguard Star Fds 1.4% Added 12% 104,712 $8.95M
VW Vanguard Wellington Fd 1.4% Added 18% 87,674 $8.88M
VS Vanguard Scottsdale Fds 1.4% Added 0.8% 150,390 $8.75M
VS Vanguard Scottsdale Fds 1.4% Added 30% 145,256 $8.57M
IT Ishares Tr 1.3% Trimmed 60% 80,209 $8.07M
SS Schwab Strategic Tr 1.3% Trimmed 1.5% 333,017 $8.04M
DE Dimensional ETF Trust 0.9% Trimmed 12% 141,876 $5.92M
VI Vanguard Index Fds 0.9% Added 414% 67,274 $5.79M
DE Dimensional ETF Trust 0.9% Trimmed 0.1% 67,906 $5.59M
IT Ishares Tr 0.8% Added 1.6% 51,816 $5.29M
SS SPDR Series Trust 0.8% Trimmed 7.5% 52,463 $5.21M
DE Dimensional ETF Trust 0.8% Trimmed 6.6% 102,137 $5.19M
VC Vanguard Calif Tax Free Fds 0.8% Unchanged 50,000 $5.03M
IG Ishares Gold Tr 0.8% Unchanged 64,394 $4.86M
DE Dimensional ETF Trust 0.7% Added 0.2% 105,182 $4.34M
LG Litman Gregory Fds Tr 0.6% Added 90% 133,389 $4.08M
DE Dimensional ETF Trust 0.6% Added 0.2% 68,359 $3.53M
DE Dimensional ETF Trust 0.5% Added 0.5% 78,994 $3.26M
DE Dimensional ETF Trust 0.5% Trimmed 8.1% 93,873 $3.2M
IT Ishares Tr 0.5% Added 1.2% 18,130 $2.98M
Apple Inc 0.5% Unchanged 10,181 $2.95M
IT Ishares Tr 0.4% Trimmed 1.4% 3,725 $2.79M
Microsoft Corp 0.4% Unchanged 7,040 $2.63M
VM Vanguard Malvern Fds 0.4% Added 35% 51,569 $2.59M
Tesla Inc 0.4% Added 14% 5,795 $2.44M
IT Ishares Tr 0.3% Trimmed 12% 94,459 $2.15M
IT Ishares Tr 0.3% Unchanged 7,831 $1.73M
SS Schwab Strategic Tr 0.3% Unchanged 69,420 $1.71M
DE Dimensional ETF Trust 0.3% Added 0.9% 44,944 $1.67M
SE Simplify Exchange Traded Fun 0.2% Trimmed 7.9% 58,291 $1.49M
Alphabet Inc 0.2% Added 0.0% 4,187 $1.48M
Amazon Com Inc 0.2% Trimmed 0.2% 6,154 $1.47M
DE Dimensional ETF Trust 0.2% Added 1.5% 31,617 $1.27M
DE Dimensional ETF Trust 0.2% Unchanged 26,000 $1.21M
VW Vanguard World Fd 0.2% Unchanged 5,650 $1.11M
DE Dimensional ETF Trust 0.2% Added 0.2% 26,911 $1.09M
EL Eli Lilly & Co 0.2% Added 0.3% 898 $1.08M
SS SPDR Series Trust 0.2% Trimmed 43% 36,813 $1.07M
Alphabet Inc 0.2% Added 0.6% 2,959 $1.06M
VM Vanguard Malvern Fds 0.2% New 13,002 $1M
DE Dimensional ETF Trust 0.2% Unchanged 22,676 $968K
BO Bank Of Amer Corp 0.1% Unchanged 15,010 $855K
Costco Wholesale Corporation 0.1% Trimmed 0.2% 877 $820K

Showing top 60 of 112 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

Q2 2026

quarter ended June 30, 2026 · filed August 10, 2026

Company Action Shares changed Value of change % of portfolio
IT Ishares Tr Trimmed −118,947 −$12M 1.3%
VI Vanguard Instl Index Fd Added +101,487 +$7.68M 5.7%
SE Simplify Exchange Traded Fun Trimmed −326,118 −$6.89M 1.9%
SE Simplify Exchange Traded Fun Exited −229,662 −$4.9M —
VI Vanguard Index Fds Added +54,195 +$4.67M 0.9%
VI Vanguard Index Fds Added +11,945 +$4.42M 5.9%
SE Simplify Exchange Traded Fun Trimmed −127,001 −$3.29M 2.1%
VM Vanguard Mun Bd Fds Added +48,609 +$2.46M 2.5%
ES Ea Series Trust Added +18,995 +$2.22M 2.1%
DE Dimensional ETF Trust Trimmed −45,605 −$2.18M 6.6%

Showing the 10 largest of 82 changes.

Q1 2026

quarter ended March 31, 2026 · filed May 08, 2026

Company Action Shares changed Value of change % of portfolio
VI Vanguard Instl Index Fd Added +68,143 +$5.16M 4.7%
ES Ea Series Trust Added +37,330 +$4.34M 1.8%
VS Vanguard Scottsdale Fds Added +64,494 +$3.84M 1.1%
SE Simplify Exchange Traded Fun Trimmed −175,432 −$3.74M 3.2%
VS Vanguard Scottsdale Fds Added +62,262 +$3.64M 1.4%
DE Dimensional ETF Trust Trimmed −69,331 −$3.52M 0.9%
VM Vanguard Mun Bd Fds Added +65,551 +$3.27M 2.2%
VW Vanguard Wellington Fd Added +30,363 +$3.07M 1.2%
SE Simplify Exchange Traded Fun Added +140,862 +$3.01M 0.8%
IT Ishares Tr New +17,909 +$2.55M 0.4%

Showing the 10 largest of 78 changes.

Q4 2025

quarter ended December 31, 2025 · filed February 12, 2026

Company Action Shares changed Value of change % of portfolio
VI Vanguard Instl Index Fd New +308,137 +$23.2M 4.0%
SS Schwab Strategic Tr Trimmed −543,831 −$13.3M 1.4%
IT Ishares Tr Trimmed −96,212 −$9.66M 3.8%
IT Ishares Tr Added +76,229 +$8.13M 1.8%
ES Ea Series Trust New +57,645 +$6.63M 1.1%
VC Vanguard Calif Tax Free Fds New +50,000 +$5.01M 0.9%
SE Simplify Exchange Traded Fun Added +173,179 +$4.72M 3.1%
SS SPDR Series Trust Trimmed −30,254 −$3M 1.1%
DE Dimensional ETF Trust Trimmed −62,960 −$2.49M 19.8%
IT Ishares Tr New +106,475 +$2.45M 0.4%

Showing the 10 largest of 66 changes.

Q3 2025

quarter ended September 30, 2025 · filed November 05, 2025

Company Action Shares changed Value of change % of portfolio
SE Simplify Exchange Traded Fun Added +754,944 +$17.3M 4.2%
SE Simplify Exchange Traded Fun Added +95,445 +$2.67M 2.5%
SS SPDR S&P 500 ETF Tr Trimmed −3,831 −$2.55M 0.1%
DE Dimensional ETF Trust Trimmed −49,218 −$1.9M 20.9%
DE Dimensional ETF Trust Trimmed −50,927 −$1.62M —
VI Vanguard Index Fds Trimmed −4,879 −$1.6M 4.8%
DE Dimensional ETF Trust Added +46,631 +$1.42M 0.6%
VW Vanguard World Fd Exited −1,707 −$1.13M —
SS Schwab Strategic Tr Trimmed −34,217 −$835K 3.9%
VM Vanguard Mun Bd Fds Added +13,637 +$683K 1.7%

Showing the 10 largest of 70 changes.

Q2 2025

quarter ended June 30, 2025 · filed August 08, 2025

Company Action Shares changed Value of change % of portfolio
IT Ishares Tr Added +96,794 +$9.75M 6.1%
SE Simplify Exchange Traded Fun New +250,417 +$5.84M 1.1%
VI Vanguard Index Fds Added +7,580 +$2.3M 5.1%
DE Dimensional ETF Trust Added +31,020 +$2.07M 2.7%
IG Ishares Gold Tr Trimmed −23,048 −$1.44M 0.9%
DE Dimensional ETF Trust Added +29,400 +$1.41M 9.0%
SS SPDR Series Trust Trimmed −12,264 −$1.22M 1.8%
DE Dimensional ETF Trust Trimmed −31,208 −$1.12M 21.1%
DE Dimensional ETF Trust Added +26,804 +$927K 0.5%
IT Ishares Tr Added +8,038 +$855K 0.4%

Showing the 10 largest of 61 changes.

Q1 2025

quarter ended March 31, 2025 · filed May 08, 2025

Company Action Shares changed Value of change % of portfolio
IT Ishares Tr Added +71,883 +$7.24M 4.6%
DE Dimensional ETF Trust Added +147,997 +$7.03M 9.4%
IG Ishares Gold Tr Trimmed −66,141 −$3.9M 1.2%
SE Simplify Exchange Traded Fun Added +110,629 +$3.27M 2.5%
SS Schwab Strategic Tr Trimmed −103,852 −$2.53M 4.8%
VI Vanguard Index Fds Added +6,607 +$1.82M 4.6%
DE Dimensional ETF Trust Trimmed −39,930 −$1.05M 8.3%
VS Vanguard Scottsdale Fds Added +17,012 +$998K 1.0%
SS SPDR Ser Tr Added +7,725 +$769K 2.2%
VM Vanguard Mun Bd Fds Added +14,927 +$741K 1.8%

Showing the 10 largest of 67 changes.

Q4 2024

quarter ended December 31, 2024 · filed February 07, 2025

Company Action Shares changed Value of change % of portfolio
SS Schwab Strategic Tr Added +526,457 +$12.7M 5.4%
SS Schwab Strategic Tr Added +298,627 +$7.25M 3.4%
SS Schwab Strategic Tr Added +262,402 +$6.78M 2.9%
SE Simplify Exchange Traded Fun Added +159,961 +$4.46M 1.7%
DE Dimensional ETF Trust Trimmed −82,966 −$2.87M 22.8%
IT Ishares Tr Added +27,523 +$2.76M 3.1%
DE Dimensional ETF Trust Added +45,715 +$2.14M 8.0%
SS SPDR S&P 500 ETF Tr Added +3,396 +$1.99M 0.6%
VI Vanguard Index Fds Added +5,425 +$1.57M 4.5%
DE Dimensional ETF Trust Added +28,026 +$1.42M 2.4%

Showing the 10 largest of 72 changes.

Q3 2024

quarter ended September 30, 2024 · filed November 12, 2024

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +201,611 +$9.62M 7.7%
DE Dimensional ETF Trust Added +109,292 +$5.55M 2.1%
SS SPDR Ser Tr Trimmed −51,856 −$5.16M 2.3%
SE Simplify Exchange Traded Fun New +121,670 +$3.16M 0.7%
DE Dimensional ETF Trust Added +89,921 +$3.06M 1.2%
IT Ishares Tr Trimmed −28,587 −$2.88M 2.6%
DE Dimensional ETF Trust Added +28,455 +$1.58M 2.6%
SS Schwab Strategic Tr Trimmed −22,891 −$1.12M 5.5%
AC American Centy ETF Tr Trimmed −16,936 −$951K 0.3%
DE Dimensional ETF Trust Added +14,856 +$941K 2.2%

Showing the 10 largest of 63 changes.

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