Long-term investor

Altiora Financial Group, LLC @altiorafinancialgroupllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001986156).

Record

  • Tracked since 2025-06-30 (441 days), 48 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.9% · 6 months n/a · 1 year +12.6% · all +12.6%
  • Max drawdown n/a · win rate 21% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • DFAC · 20.2% · long · since 2025-06-30
  • DFAX · 8.5% · long · since 2025-06-30
  • DFSD · 6.6% · long · since 2025-06-30
  • VTI · 5.9% · long · since 2025-06-30
  • VBIL · 5.7% · long · since 2025-12-31
  • DCOR · 2.9% · long · since 2025-06-30
  • SCHR · 2.7% · long · since 2025-06-30
  • DFAT · 2.6% · long · since 2025-06-30
  • VTEB · 2.5% · long · since 2025-06-30
  • DFUV · 2.4% · long · since 2025-06-30
  • BOXX · 2.1% · long · since 2025-12-31
  • CTA · 2.1% · long · since 2025-06-30

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