Addison Advisors LLC

Q3 2025 13F Holdings

  • Location
    middlebury, VT
  • Num holdings

    886

  • Value ($000)

    $431,232

  • Date Filed
    11/07/2025
  • Form type
    13F-HR
  • CIK
    0001843745
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$20.65 M
5 %

95,711

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$18.34 M
4 %

305,566

VTIP
VTIP

VANGUARD MALVERN FDS

STRM INFPROIDX
$18.31 M
4 %

361,733

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$16.93 M
4 %

35,299

VLUE
VLUE

ISHARES TR

MSCI USA VALUE
$14.43 M
3 %

115,367

DFUV
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
$12.09 M
3 %

270,523

VCRB
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
$12.03 M
3 %

153,379

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$11.04 M
3 %

223,267

VOT
VOT

VANGUARD INDEX FDS

MCAP GR IDXVIP
$10.76 M
3 %

36,640

IQLT
IQLT

ISHARES TR

MSCI INTL QUALTY
$8.73 M
2 %

197,580

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