Elizabeth Parks

Voisard Asset Management Group, Inc.

Assets Managed

$528.558M

Holdings

111

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

12.76%(2Q avg: 6.98%)

Sustained Growth

10 quarters

Portfolio positions

This chart displays the top 10 holdings in Voisard Asset Management Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 111 positions.

Assets under management

The assets under management (AUM) of Voisard Asset Management Group, Inc. 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 - Q2, they manage 528.558M in assets, with a quarterly growth rate of 12.76% and a 2-quarter average growth rate of 6.98%. The portfolio is managed by Elizabeth Parks, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPTM Spdr Portfolio S&p 1500 Comp Recent Activity Increased 3.42%	14.93%	$78.895M 868,980 shares@ $90.8 avg price	Increased 3.42%
AVLV Avantis Us Large Cap Value Recent Activity Decreased -0.01%	10.98%	$58.026M 636,183 shares@ $91.21 avg price	Decreased -0.01%
SPTI Spdr Port Int Treasury Term Recent Activity Increased 11.91%	10.53%	$55.633M 1.96M shares@ $28.39 avg price	Increased 11.91%
IUSG Ishares Core S&p U.s. Growth Recent Activity Increased 2.06%	7.81%	$41.254M 219,334 shares@ $188.09 avg price	Increased 2.06%
JCPB Jpmorgan Core Plus Bond Etf Recent Activity Increased 9.83%	7.65%	$40.428M 861,280 shares@ $46.94 avg price	Increased 9.83%
SCHF Schwab Intl Equity Etf Recent Activity Increased 1.96%	6.98%	$36.862M 1.331M shares@ $27.71 avg price	Increased 1.96%
SLQD Ishares 0-5 Yr Inv Grd Corp Recent Activity Decreased -25.64%	3.76%	$19.85M 394,083 shares@ $50.38 avg price	Decreased -25.64%
DFAE Dimensional Emerging Core Eq Recent Activity Decreased -0.9%	3.76%	$19.841M 493,433 shares@ $40.22 avg price	Decreased -0.9%
VGSH Vanguard Short-term Treasury Recent Activity Increased 3.27%	3.15%	$16.603M 285,270 shares@ $58.21 avg price	Increased 3.27%
JAAA Janus Henderson Aaa Clo Etf Recent Activity Increased 41.5%	2.78%	$14.642M 289,998 shares@ $50.49 avg price	Increased 41.5%

1-10 of 111