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.
VOISARD ASSET MANAGEMENT GROUP, INC. (CIK 2011215) reported $468.8M across 104 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($66.4M, 14.17%), AVLV ($51.3M, 10.94%), SPTI ($50.2M, 10.71%), JCPB ($36.9M, 7.88%), IUSG ($33.3M, 7.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $66.4M | 14.17% | 840,283 | Added |
| 2 | AVLV | AMERICAN CENTY ETF TR | $51.3M | 10.94% | 636,283 | Added |
| 3 | SPTI | SPDR SERIES TRUST | $50.2M | 10.71% | 1.8M | Added |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $36.9M | 7.88% | 784,246 | Added |
| 5 | IUSG | ISHARES TR | $33.3M | 7.11% | 214,919 | Added |
| 6 | SCHF | SCHWAB STRATEGIC TR | $32.3M | 6.89% | 1.3M | Added |
| 7 | SLQD | ISHARES TR | $26.8M | 5.71% | 529,983 | Trimmed |
| 8 | DFAE | DIMENSIONAL ETF TRUST | $16.9M | 3.60% | 497,958 | Added |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | $16.2M | 3.45% | 276,249 | Added |
| 10 | AVUV | AMERICAN CENTY ETF TR | $12.3M | 2.62% | 111,242 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $11.7M | 2.49% | 17,944 | Trimmed |
| 12 | JAAA | JANUS DETROIT STR TR | $10.3M | 2.20% | 204,954 | New |
| 13 | AVDV | AMERICAN CENTY ETF TR | $9.0M | 1.92% | 90,149 | Added |
| 14 | DIHP | DIMENSIONAL ETF TRUST | $8.5M | 1.81% | 262,612 | Added |
| 15 | MBB | ISHARES TR | $5.6M | 1.19% | 58,739 | Trimmed |
| 16 | SUB | ISHARES TR | $5.1M | 1.09% | 48,092 | Trimmed |
| 17 | ITOT | ISHARES TR | $3.8M | 0.81% | 26,817 | Hold |
| 18 | AVUS | AMERICAN CENTY ETF TR | $3.3M | 0.71% | 29,727 | Added |
| 19 | SCHX | SCHWAB STRATEGIC TR | $3.3M | 0.70% | 128,096 | Trimmed |
| 20 | AAPL | APPLE INC | $2.9M | 0.62% | 11,376 | Added |
| 21 | MUB | ISHARES TR | $2.7M | 0.58% | 25,603 | Trimmed |
| 22 | MZLSX | PROFESIONALLY MANAGED PORTFO | $2.4M | 0.50% | 44,784 | Trimmed |
| 23 | IWF | ISHARES TR | $2.0M | 0.44% | 4,784 | Added |
| 24 | BOXX | EA SERIES TRUST | $1.9M | 0.40% | 15,931 | Added |
| 25 | IXUS | ISHARES TR | $1.9M | 0.40% | 21,829 | Added |
Source: SEC Form 13F filings · as of 2026-03-31