Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every position in this 13F-HR, with its change from the prior quarter.
Altar Rock LLC (CIK 2156071) reported $68.4M across 77 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVDE ($5.7M, 8.28%), AVLV ($5.2M, 7.56%), AVEM ($5.1M, 7.47%), DFAC ($4.0M, 5.77%), AVUV ($3.9M, 5.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVDE | AMERICAN CENTY ETF TR | $5.7M | 8.28% | 63,499 | Added |
| 2 | AVLV | AMERICAN CENTY ETF TR | $5.2M | 7.56% | 56,763 | Added |
| 3 | AVEM | AMERICAN CENTY ETF TR | $5.1M | 7.47% | 52,998 | Added |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $4.0M | 5.77% | 89,044 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $3.9M | 5.74% | 31,470 | Added |
| 6 | AMG | AFFILIATED MANAGERS GROUP | $3.6M | 5.30% | 10,722 | Trimmed |
| 7 | AVUS | AMERICAN CENTY ETF TR | $3.5M | 5.17% | 27,614 | Added |
| 8 | GLD | SPDR GOLD TR | $3.4M | 4.97% | 9,237 | Hold |
| 9 | NVDA | NVIDIA CORPORATION | $2.2M | 3.21% | 10,971 | Trimmed |
| 10 | EWX | SPDR INDEX SHS FDS | $2.1M | 3.06% | 28,145 | Added |
| 11 | AAPL | APPLE INC | $2.1M | 3.03% | 7,173 | Trimmed |
| 12 | AVDV | AMERICAN CENTY ETF TR | $2.0M | 2.86% | 19,026 | Added |
| 13 | SUB | ISHARES TR | $1.6M | 2.33% | 14,961 | Trimmed |
| 14 | AVES | AMERICAN CENTY ETF TR | $1.5M | 2.25% | 23,494 | Added |
| 15 | GOOGL | ALPHABET INC | $1.4M | 2.00% | 3,823 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $1.2M | 1.76% | 3,234 | Trimmed |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.2M | 1.69% | 2,420 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $1.1M | 1.57% | 4,500 | Trimmed |
| 19 | AVGO | BROADCOM INC | $777,410 | 1.14% | 2,058 | Trimmed |
| 20 | MU | MICRON TECHNOLOGY INC | $696,036 | 1.02% | 603 | Trimmed |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $656,339 | 0.96% | 9,212 | Added |
| 22 | META | META PLATFORMS INC | $636,518 | 0.93% | 1,130 | Trimmed |
| 23 | TSLA | TESLA INC | $526,172 | 0.77% | 1,251 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $504,091 | 0.74% | 1,540 | Trimmed |
| 25 | LLY | ELI LILLY & CO | $502,562 | 0.73% | 419 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30