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Derek Tinnin

Altiora Financial Group, Llc

Assets Managed
$607.11M
Holdings
110
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
4.63%(2Q avg: 5.39%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Altiora Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Altiora Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 607.11M in assets, with a quarterly growth rate of 4.63% and a 2-quarter average growth rate of 5.39%. The portfolio is managed by Derek Tinnin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.39%
18.5%
$112.315M
2.89M shares@ $38.87 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 0.86%
8.1%
$49.16M
1.447M shares@ $33.97 avg price
DFSD
Dimensional Short Duration
Recent Activity
Decreased -5.33%
7.28%
$44.17M
922,515 shares@ $47.88 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 5.99%
4.76%
$28.883M
90,032 shares@ $320.82 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Increased 22.12%
4.69%
$28.466M
376,280 shares@ $75.66 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -8.88%
3.31%
$20.047M
199,156 shares@ $100.67 avg price
CDX
Simplify High Yield Pl Cr Hd
Recent Activity
Decreased -16.32%
3.16%
$19.184M
898,970 shares@ $21.34 avg price
CTA
Simplify Managed Futures St
Recent Activity
Decreased -5.12%
3.14%
$19.051M
630,394 shares@ $30.22 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 1.33%
2.68%
$16.261M
652,805 shares@ $24.92 avg price
DCOR
Dimensional Us Core Eq 1 Etf
Recent Activity
Increased 7.42%
2.65%
$16.068M
222,925 shares@ $72.09 avg price

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