Altiora Financial Group, LLC

All 13F Filings

Location
Lebanon, OH
Most recent 13F
Q2 2026
Holdings value ($000)
634,461
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/7/2026 112 634,461 13F-HR Altiora Financial Group, LLC
Q1 2026 5/8/2026 110 607,110 13F-HR Altiora Financial Group, LLC
Q4 2025 2/12/2026 97 580,249 13F-HR Altiora Financial Group, LLC
Q3 2025 11/5/2025 94 546,677 13F-HR Altiora Financial Group, LLC
Q2 2025 8/8/2025 93 511,826 13F-HR Altiora Financial Group, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 34.21 K 5.4% 2.76 K 0 2.76 K
ETFs 599.8 K 94.5% 24.76 K 0 24.76 K
Debt 427 0.1% 0 164 -164
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
634,461
Holdings
112
QoQ value change ($000)
27,351 (4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.