Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Frontier Asset Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Frontier Asset Management, LLC (CIK 1910146) reported $558.3M across 90 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVDV ($68.6M, 12.29%), IJR ($53.6M, 9.61%), TSPA ($36.8M, 6.59%), JGRO ($36.0M, 6.46%), IVW ($27.2M, 4.87%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AVDVAMERICAN CENTY ETF TR$68.6M12.29%665,648Added
2IJRISHARES TR$53.6M9.61%361,610Added
3TSPAT ROWE PRICE EXCHANGE-TRADED$36.8M6.59%774,615Added
4JGROJ P MORGAN EXCHANGE TRADED F$36.0M6.46%365,563Added
5IVWISHARES TR$27.2M4.87%197,805Added
6FLCEADVISORS INNER CIRCLE FD II$24.9M4.46%797,211Added
7PVALPUTNAM ETF TRUST$21.0M3.77%413,101Added
8LVHILEGG MASON ETF INVT$20.9M3.74%514,245Added
9FINTADVISORS INNER CIRCLE FD II$19.2M3.44%534,808Added
10IQLTISHARES TR$17.7M3.18%357,755Added
11VWOVANGUARD INTL EQUITY INDEX F$14.6M2.62%245,071Trimmed
12IEMGISHARES INC$12.5M2.24%151,258Trimmed
13EMGFISHARES INC$12.1M2.17%165,234Added
14FGSMADVISORS INNER CIRCLE FD II$10.8M1.94%311,150Trimmed
15SCZISHARES TR$10.8M1.94%131,519Added
16SCHPSCHWAB STRATEGIC TR$10.4M1.86%391,369Added
17TDVGT ROWE PRICE EXCHANGE-TRADED$9.7M1.74%198,048Trimmed
18FEGERBB FUND TRUST$9.1M1.64%186,874Trimmed
19VTVVANGUARD INDEX FDS$8.5M1.53%39,223Trimmed
20FEOERBB FUND TRUST$8.5M1.53%159,621Added
21AVUVAMERICAN CENTY ETF TR$8.5M1.52%67,948New
22FCBDADVISORS INNER CIRCLE FD II$7.8M1.39%307,201Trimmed
23TIPISHARES TR$7.3M1.31%66,803Added
24FOPCADVISORS INNER CIRCLE FD II$7.1M1.26%278,180Trimmed
25IEIISHARES TR$6.9M1.24%58,814Trimmed

Source: SEC Form 13F filings · as of 2026-06-30