Avalon Advisory Group 13F Holdings · Q2 2026
Avalon Advisory Group reported 14 securities worth $270.77M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VTI (52.66%), IEF (32.52%), VEU (6.27%). Among its top 25 positions this quarter: 2 new, 2 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $142.6M | 52.66% | 385,356 | Trimmed |
| 2 | IEF | ISHARES TR | $88.1M | 32.52% | 931,110 | Added |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $17.0M | 6.27% | 202,723 | Added |
| 4 | ITOT | ISHARES TR | $8.3M | 3.07% | 50,544 | Trimmed |
| 5 | SCHF | SCHWAB STRATEGIC TR | $4.9M | 1.82% | 177,423 | Trimmed |
| 6 | SCHB | SCHWAB STRATEGIC TR | $4.5M | 1.65% | 154,624 | Trimmed |
| 7 | VXUS | VANGUARD STAR FDS | $2.6M | 0.95% | 30,045 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $947,587 | 0.35% | 1,380 | Trimmed |
| 9 | AAPL | APPLE INC | $420,151 | 0.16% | 1,452 | Hold |
| 10 | MSFT | MICROSOFT CORP | $400,623 | 0.15% | 1,074 | Hold |
| 11 | NVDA | NVIDIA CORPORATION | $326,347 | 0.12% | 1,631 | Hold |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $300,948 | 0.11% | 403 | Hold |
| 13 | GOOG | ALPHABET INC | $239,911 | 0.09% | 679 | New |
| 14 | IEI | ISHARES TR | $243,356 | 0.09% | 2,072 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR