Addison Advisors LLC: 13F holdings

CIK 18437452026Q2

Positions707
Reported value$211.8m
Filed2026-08-10

Change since last quarter

Positions707 (-273 vs prior quarter)
Reported value$211.8m (-53.2%)

Top 10 holdings

SecuritySharesValueWeight
VIG VANGUARD SPECIALIZED FUNDS56,605$13.4m6.3%
VTIP VANGUARD MALVERN FDS210,304$10.6m5.0%
VLUE ISHARES TR46,219$9.2m4.4%
VUG VANGUARD INDEX FDS106,154$9.1m4.3%
VGIT VANGUARD SCOTTSDALE FDS144,585$8.5m4.0%
VIGI VANGUARD WHITEHALL FDS79,461$7.4m3.5%
YM=F DIMENSIONAL ETF TRUST132,726$7.3m3.4%
VCRB VANGUARD MALVERN FDS87,737$6.8m3.2%
BNDX VANGUARD CHARLOTTE FDS112,872$5.5m2.6%
VOT VANGUARD INDEX FDS17,717$5.4m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1843745")

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