Altiora Financial Group, LLC
All 13F Filings
- Location
- Lebanon, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 607,110
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 31.45 K | 5.2% | 0 | 465.5 K | -465.5 K |
| ETFs | 575.1 K | 94.7% | 492 K | 0 | 492 K |
| Debt | 591 | 0.1% | 591 | 0 | 591 |
| Other | 0 | 0.0% | 0 | 231 | -231 |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
607,110
Holdings
110
QoQ value change ($000)
26,861
(4.6%)
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.