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Super Investors Rachor Investment Advisory Services, LLC
RI

Rachor Investment Advisory Services, LLC

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

Portfolio value
$207M
Positions
226
Quarter ended
September 30, 2026
Filed
October 29, 2026

Reported portfolio value by quarter (4 quarters reported)

$207M $188M
Q4 25 Q1 26 Q2 26 Q3 26

$188M in Q4 2025 → $207M now. Hover for any quarter.

Holdings

As reported for the quarter ended September 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 35.6% Added 4.2% 1,582,725 $73.6M
DE Dimensional ETF Trust 20.2% Added 2.4% 939,420 $41.8M
DE Dimensional ETF Trust 15.3% Added 1.3% 838,365 $31.5M
DE Dimensional ETF Trust 9.8% Added 2.6% 402,498 $20.3M
DE Dimensional ETF Trust 6.9% Added 7.6% 358,016 $14.2M
DI Dfa Invt Dimensions Group In 2.2% New 190,583 $4.6M
BH Berkshire Hathaway Inc Del 1.6% Added 2.0% 6,573 $3.27M
DE Dimensional ETF Trust 1.2% Trimmed 7.9% 30,283 $2.49M
DE Dimensional ETF Trust 1.1% Added 1.2% 56,519 $2.27M
Alphabet Inc 0.5% Trimmed 0.1% 3,071 $1.05M
BO Bank Of Amer Corp 0.4% Trimmed 0.0% 15,530 $845K
Huntington Bancshares Inc 0.3% Added 0.9% 44,595 $681K
Advanced Micro Devices Inc 0.3% Unchanged 1,000 $612K
FC Fidelity Comwlth Tr 0.3% Added 1.4% 5,601 $593K
Apple Inc 0.3% Trimmed 0.1% 1,739 $579K
Nvidia Corporation 0.2% Unchanged 2,203 $503K
Broadcom Inc 0.2% Added 0.2% 1,366 $480K
Jpmorgan Chase & Co 0.2% Unchanged 958 $317K
Microsoft Corp 0.1% Trimmed 0.2% 568 $291K
GA Ge Aerospace 0.1% Trimmed 0.1% 910 $284K
DI Dimensional Invt Group Inc 0.1% New 5,291 $262K
Cummins Inc 0.1% Trimmed 0.6% 485 $251K
Palo Alto Networks Inc 0.1% Unchanged 600 $238K
Ge Vernova Inc 0.1% Unchanged 225 $214K
American Express Co 0.1% Added 0.3% 608 $185K
Oracle Corp 0.1% Added 0.4% 1,229 $169K
Corning Inc 0.1% Unchanged 1,095 $168K
CS Cisco Sys Inc 0.1% Added 0.4% 1,389 $150K
Costco Wholesale Corporation 0.1% Added 0.6% 161 $146K
Mastercard Incorporated 0.1% Trimmed 0.4% 260 $143K
SM Simpson Mfg Inc 0.1% Added 0.1% 826 $141K
DE Dimensional ETF Trust 0.1% Added 1.2% 1,722 $133K
Nextera Energy Inc 0.1% Unchanged 1,659 $126K
DE Dimensional ETF Trust 0.1% Added 0.3% 2,924 $124K
Pfizer Inc 0.1% Added 1.4% 4,271 $122K
DE Dimensional ETF Trust 0.1% Added 0.7% 2,802 $121K
DE Dimensional ETF Trust 0.1% Added 3.5% 3,339 $121K
DI Dfa Invt Dimensions Group In 0.1% Trimmed 0.7% 2,083 $119K
DI Dfa Invt Dimensions Group In 0.1% New 3,135 $117K
DE Dimensional ETF Trust 0.1% Added 5.7% 4,311 $117K
Pepsico Inc 0.1% Added 0.2% 869 $110K
Magnite Inc 0.1% Trimmed 0.1% 4,160 $105K
Boeing Co 0.0% Unchanged 540 $100K
Tesla Inc 0.0% Unchanged 282 $100K
DS Direxion Shares ETF Trust 0.0% Unchanged 665 $98.8K
Mercadolibre Inc 0.0% Unchanged 55 $95.1K
Allstate Corp 0.0% Added 0.5% 425 $94.3K
AH Asml Hldg Nv 0.0% Trimmed 3.7% 52 $94.2K
TS Taiwan Semiconductor Manufac 0.0% Trimmed 1.5% 200 $91.4K
Ecolab Inc 0.0% Added 0.3% 329 $90.4K
CH Crowdstrike Hldgs Inc 0.0% Added 300% 320 $84.7K
Walmart Inc 0.0% Unchanged 762 $79.2K
Consolidated Edison Inc 0.0% Added 0.1% 768 $78.5K
Rocket Lab Corp 0.0% Unchanged 1,000 $69.7K
Rtx Corporation 0.0% Unchanged 320 $59.4K
Stryker Corporation 0.0% Unchanged 202 $55.8K
Unitedhealth Group Inc 0.0% Added 0.7% 146 $53.5K
Bristol-myers Squibb Co 0.0% Unchanged 799 $49.9K
Amazon Com Inc 0.0% Unchanged 198 $49.3K
Datadog Inc 0.0% Unchanged 175 $47.9K

Showing top 60 of 226 positions.

Timeline of changes

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 3 quarters.

Q3 2026

quarter ended September 30, 2026 · filed October 29, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Exited −181,735 −$4.75M —
DI Dfa Invt Dimensions Group In New +190,583 +$4.6M 2.2%
DE Dimensional ETF Trust Added +63,438 +$2.95M 35.6%
DE Dimensional ETF Trust Added +25,196 +$1M 6.9%
DE Dimensional ETF Trust Added +22,322 +$992K 20.2%
DE Dimensional ETF Trust Added +10,055 +$508K 9.8%
DE Dimensional ETF Trust Added +10,794 +$406K 15.3%
DI Dimensional Invt Group Inc New +5,291 +$262K 0.1%
DE Dimensional ETF Trust Trimmed −2,582 −$213K 1.2%
DE Dimensional ETF Trust Exited −3,098 −$120K —

Showing the 10 largest of 113 changes.

Q2 2026

quarter ended June 30, 2026 · filed July 16, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +66,572 +$3.18M 35.7%
DE Dimensional ETF Trust Trimmed −31,805 −$1.29M 6.7%
DE Dimensional ETF Trust Trimmed −28,654 −$1.27M 20.0%
DE Dimensional ETF Trust Added +27,322 +$1.02M 15.2%
DE Dimensional ETF Trust Added +8,543 +$434K 9.8%
Exxon Mobil Corp Exited −1,565 −$265K —
DE Dimensional ETF Trust Added +5,261 +$138K 2.3%
DE Dimensional ETF Trust Added +1,098 +$90.9K 1.3%
Tesla Inc Trimmed −138 −$58K 0.1%
Amazon Com Inc Trimmed −175 −$41.7K —

Showing the 10 largest of 363 changes.

Q1 2026

quarter ended March 31, 2026 · filed May 07, 2026

Company Action Shares changed Value of change % of portfolio
DE Dimensional ETF Trust Added +45,292 +$2.17M 36.5%
DE Dimensional ETF Trust Trimmed −45,108 −$1.6M 14.9%
DE Dimensional ETF Trust Trimmed −18,735 −$647K 6.6%
DE Dimensional ETF Trust Added +10,887 +$552K 10.2%
DE Dimensional ETF Trust Added +13,693 +$532K 19.3%
DE Dimensional ETF Trust New +2,591 +$92.7K —
DE Dimensional ETF Trust New +2,343 +$92.4K —
DE Dimensional ETF Trust New +2,744 +$92.4K —
DI Dfa Invt Dimensions Group In New +1,809 +$92K —
DE Dimensional ETF Trust Added +1,293 +$92K 0.1%

Showing the 10 largest of 313 changes.

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