Altiora Financial Group, LLC
Net buyer this quarter
$634M
37
+$564K
11.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $54.1M | 8.53% | Not reported | +1.5% | Q4 2022 |
 IAU | $4.86M | 0.77% | 0.01% | Not reported | Q4 2022 |
 AAPL | $2.95M | 0.46% | 0.00% | Not reported | Q4 2022 |
 MSFT | $2.63M | 0.41% | 0.00% | Not reported | Q4 2022 |
 TSLA | $2.44M | 0.38% | 0.00% | +14.1% | Q4 2023 |
 GOOG | $1.48M | 0.23% | Not reported | 0.0% | Q4 2023 |
 AMZN | $1.47M | 0.23% | 0.00% | -0.2% | Q4 2023 |
 LLY | $1.08M | 0.17% | 0.00% | +0.3% | Q3 2023 |
 SPTS | $1.07M | 0.17% | Not reported | -42.9% | Q4 2022 |
| GOOGL | $1.06M | 0.17% | 0.00% | +0.7% | Q4 2023 |
 BAC | $855K | 0.13% | 0.00% | Not reported | Q4 2023 |
 COST | $820K | 0.13% | 0.00% | -0.2% | Q4 2022 |
 BILL | $687K | 0.11% | 0.02% | Not reported | Q4 2022 |
 CVX | $682K | 0.11% | 0.00% | Not reported | Q4 2022 |
| GLD | $575K | 0.09% | 0.00% | Not reported | Q4 2022 |
| SPY | $550K | 0.09% | Not reported | -26.0% | Q1 2024 |
| IDEV | $549K | 0.09% | Not reported | -0.1% | Q1 2026 |
 AVIV | $526K | 0.08% | 0.01% | Not reported | Q4 2022 |
 QQQ | $475K | 0.07% | Not reported | +11.0% | Q1 2026 |
 SPCX | $443K | 0.07% | Not reported | New | Q2 2026 |
 CAT | $432K | 0.07% | 0.00% | +1.5% | Q1 2024 |
 UNH | $431K | 0.07% | 0.00% | -1.1% | Q4 2023 |
 BSVN | $427K | 0.07% | 0.06% | -27.4% | Q1 2026 |
 JNJ | $405K | 0.06% | 0.00% | -10.9% | Q2 2023 |
 PG | $376K | 0.06% | 0.00% | -1.0% | Q4 2022 |
 KLAC | $302K | 0.05% | 0.00% | New | Q2 2026 |
 WMT | $277K | 0.04% | 0.00% | +0.7% | Q2 2024 |
 JPM | $277K | 0.04% | 0.00% | +1.4% | Q4 2024 |
 NVDA | $276K | 0.04% | 0.00% | +3.2% | Q4 2023 |
 IBM | $251K | 0.04% | 0.00% | Not reported | Q1 2024 |
 NEM | $227K | 0.04% | 0.00% | Not reported | Q3 2025 |
| IBIT | $226K | 0.04% | 0.00% | -47.5% | Q1 2024 |
 B | $215K | 0.03% | 0.00% | Not reported | Q3 2025 |
 XOM | $214K | 0.03% | 0.00% | +1.0% | Q1 2026 |
 AVGO | $207K | 0.03% | 0.00% | New | Q2 2026 |
 AEM | $201K | 0.03% | 0.00% | Not reported | Q4 2025 |
 CTAS | $200K | 0.03% | 0.00% | Not reported | Q4 2023 |
| Q1 2026 | |||||
| DFAX | $49.2M | 8.10% | Not reported | +0.9% | Q4 2022 |
| IAU | $5.68M | 0.94% | 0.01% | Not reported | Q4 2022 |
| MSFT | $2.61M | 0.43% | 0.00% | -0.8% | Q4 2022 |
| AAPL | $2.58M | 0.43% | 0.00% | -0.2% | Q4 2022 |
| TSLA | $1.89M | 0.31% | 0.00% | +0.3% | Q4 2023 |
| SPTS | $1.88M | 0.31% | Not reported | -16.9% | Q4 2022 |
| AMZN | $1.28M | 0.21% | 0.00% | +2.1% | Q4 2023 |
| GOOG | $1.2M | 0.20% | Not reported | 0.0% | Q4 2023 |
| COST | $876K | 0.14% | 0.00% | +0.5% | Q4 2022 |
| CVX | $851K | 0.14% | 0.00% | Not reported | Q4 2022 |
| GOOGL | $845K | 0.14% | 0.00% | -3.3% | Q4 2023 |
| LLY | $823K | 0.14% | 0.00% | -0.9% | Q3 2023 |
| BAC | $732K | 0.12% | 0.00% | Not reported | Q4 2023 |
| BILL | $728K | 0.12% | 0.02% | Not reported | Q4 2022 |
| GLD | $671K | 0.11% | 0.00% | Not reported | Q4 2022 |
| SPY | $648K | 0.11% | Not reported | +44.8% | Q1 2024 |
| BSVN | $591K | 0.10% | 0.08% | New | Q1 2026 |
| IDEV | $516K | 0.09% | Not reported | New | Q1 2026 |
| AVIV | $509K | 0.08% | 0.01% | Not reported | Q4 2022 |
| IBIT | $498K | 0.08% | 0.00% | +27.2% | Q1 2024 |
| JNJ | $437K | 0.07% | 0.00% | Not reported | Q2 2023 |
| PG | $374K | 0.06% | 0.00% | +1.1% | Q4 2022 |
| QQQ | $335K | 0.06% | Not reported | New | Q1 2026 |
| WMT | $302K | 0.05% | 0.00% | Not reported | Q2 2024 |
| UNH | $284K | 0.05% | 0.00% | +1.1% | Q4 2023 |
| CAT | $283K | 0.05% | 0.00% | Not reported | Q1 2024 |
| NEM | $263K | 0.04% | 0.00% | -8.1% | Q3 2025 |
| XOM | $263K | 0.04% | 0.00% | New | Q1 2026 |
| AEM | $263K | 0.04% | 0.00% | -1.1% | Q4 2025 |
 META | $252K | 0.04% | Not reported | Not reported | Q2 2025 |
| JPM | $246K | 0.04% | 0.00% | Not reported | Q4 2024 |
| B | $238K | 0.04% | 0.00% | -15.4% | Q3 2025 |
| NVDA | $233K | 0.04% | 0.00% | Not reported | Q4 2023 |
 NFLX | $220K | 0.04% | 0.00% | -2.6% | Q2 2025 |
| IBM | $216K | 0.04% | 0.00% | -13.6% | Q1 2024 |
| Q4 2025 | |||||
| DFAX | $47M | 8.09% | Not reported | -0.7% | Q4 2022 |
| IAU | $5.23M | 0.90% | 0.01% | -14.2% | Q4 2022 |
| MSFT | $3.43M | 0.59% | 0.00% | Not reported | Q4 2022 |
| AAPL | $2.77M | 0.48% | 0.00% | -4.1% | Q4 2022 |
| TSLA | $2.28M | 0.39% | 0.00% | -7.4% | Q4 2023 |
| SPTS | $2.27M | 0.39% | Not reported | +0.3% | Q4 2022 |
| AMZN | $1.39M | 0.24% | 0.00% | -24.9% | Q4 2023 |
| GOOG | $1.31M | 0.23% | Not reported | 0.0% | Q4 2023 |
| BILL | $1.04M | 0.18% | 0.02% | -45.1% | Q4 2022 |
| LLY | $970K | 0.17% | 0.00% | -4.3% | Q3 2023 |
| GOOGL | $951K | 0.16% | 0.00% | +3.4% | Q4 2023 |
| BAC | $826K | 0.14% | 0.00% | Not reported | Q4 2023 |
| COST | $755K | 0.13% | 0.00% | Not reported | Q4 2022 |
| CVX | $627K | 0.11% | 0.00% | Not reported | Q4 2022 |
| GLD | $618K | 0.11% | 0.00% | Not reported | Q4 2022 |
| IBIT | $506K | 0.09% | 0.00% | Not reported | Q1 2024 |
| AVIV | $484K | 0.08% | 0.01% | Not reported | Q4 2022 |
| SPY | $469K | 0.08% | Not reported | +0.3% | Q1 2024 |
| JNJ | $370K | 0.06% | 0.00% | Not reported | Q2 2023 |
| PG | $367K | 0.06% | 0.00% | Not reported | Q4 2022 |
| UNH | $343K | 0.06% | 0.00% | Not reported | Q4 2023 |
| IBM | $306K | 0.05% | 0.00% | Not reported | Q1 2024 |
| B | $300K | 0.05% | 0.00% | Not reported | Q3 2025 |
| META | $290K | 0.05% | Not reported | Not reported | Q2 2025 |
| WMT | $271K | 0.05% | 0.00% | Not reported | Q2 2024 |
| JPM | $269K | 0.05% | 0.00% | -6.6% | Q4 2024 |
| NEM | $264K | 0.05% | 0.00% | Not reported | Q3 2025 |
| NVDA | $250K | 0.04% | 0.00% | -74.9% | Q4 2023 |
| CAT | $229K | 0.04% | 0.00% | -12.5% | Q1 2024 |
| AEM | $222K | 0.04% | 0.00% | New | Q4 2025 |
| CTAS | $221K | 0.04% | 0.00% | -18.3% | Q4 2023 |
| NFLX | $220K | 0.04% | 0.00% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| DFAX | $45.4M | 8.30% | Not reported | -1.3% | Q4 2022 |
| IAU | $5.46M | 1.00% | 0.01% | +0.3% | Q4 2022 |
| MSFT | $3.67M | 0.67% | 0.00% | -0.9% | Q4 2022 |
| AAPL | $2.71M | 0.50% | 0.00% | +0.4% | Q4 2022 |
| TSLA | $2.43M | 0.44% | 0.00% | +8.0% | Q4 2023 |
| SPTS | $2.27M | 0.41% | Not reported | -0.8% | Q4 2022 |
| BILL | $1.83M | 0.34% | 0.03% | Not reported | Q4 2022 |
| AMZN | $1.77M | 0.32% | 0.00% | Not reported | Q4 2023 |
| GOOG | $1.02M | 0.19% | Not reported | -3.4% | Q4 2023 |
| NVDA | $996K | 0.18% | 0.00% | -0.4% | Q4 2023 |
| COST | $810K | 0.15% | 0.00% | -8.6% | Q4 2022 |
| BAC | $774K | 0.14% | 0.00% | Not reported | Q4 2023 |
| LLY | $720K | 0.13% | 0.00% | Not reported | Q3 2023 |
| GOOGL | $714K | 0.13% | 0.00% | +0.1% | Q4 2023 |
| IBIT | $662K | 0.12% | 0.00% | Not reported | Q1 2024 |
| CVX | $639K | 0.12% | 0.00% | -0.1% | Q4 2022 |
| GLD | $555K | 0.10% | 0.00% | -3.1% | Q4 2022 |
| AVIV | $459K | 0.08% | 0.01% | Not reported | Q4 2022 |
| SPY | $457K | 0.08% | Not reported | -84.8% | Q1 2024 |
| PG | $394K | 0.07% | 0.00% | Not reported | Q4 2022 |
 PLTR | $365K | 0.07% | 0.00% | Not reported | Q2 2025 |
| UNH | $358K | 0.07% | 0.00% | -3.7% | Q4 2023 |
| JNJ | $332K | 0.06% | 0.00% | Not reported | Q2 2023 |
| META | $323K | 0.06% | Not reported | -0.5% | Q2 2025 |
| CTAS | $296K | 0.05% | 0.00% | +0.1% | Q4 2023 |
| IBM | $291K | 0.05% | 0.00% | -0.9% | Q1 2024 |
| JPM | $282K | 0.05% | 0.00% | -1.5% | Q4 2024 |
| NFLX | $282K | 0.05% | 0.00% | Not reported | Q2 2025 |
| WMT | $251K | 0.05% | 0.00% | -15.1% | Q2 2024 |
| B | $226K | 0.04% | 0.00% | New | Q3 2025 |
| NEM | $223K | 0.04% | 0.00% | New | Q3 2025 |
| CAT | $218K | 0.04% | 0.00% | Not reported | Q1 2024 |