Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Avalon Advisory Group (CIK 1802119) reported $247.9M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($124.5M, 50.24%), IEF ($88.3M, 35.62%), VEU ($15.1M, 6.07%), ITOT ($7.2M, 2.92%), SCHF ($4.4M, 1.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $124.5M | 50.24% | 388,171 | Added |
| 2 | IEF | ISHARES TR | $88.3M | 35.62% | 925,015 | Added |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $15.1M | 6.07% | 200,400 | Added |
| 4 | ITOT | ISHARES TR | $7.2M | 2.92% | 50,794 | Trimmed |
| 5 | SCHF | SCHWAB STRATEGIC TR | $4.4M | 1.77% | 177,646 | Hold |
| 6 | SCHB | SCHWAB STRATEGIC TR | $3.9M | 1.57% | 155,123 | Trimmed |
| 7 | VXUS | VANGUARD STAR FDS | $2.3M | 0.94% | 30,123 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $828,935 | 0.33% | 1,387 | Added |
| 9 | MSFT | MICROSOFT CORP | $397,563 | 0.16% | 1,074 | Hold |
| 10 | AAPL | APPLE INC | $368,503 | 0.15% | 1,452 | Hold |
| 11 | NVDA | NVIDIA CORPORATION | $284,446 | 0.11% | 1,631 | Hold |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $262,087 | 0.11% | 403 | Hold |
| 13 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31