Addis & Hill, Inc

Q4 2025 13F Holdings

  • Location
    wayne, PA
  • Num holdings

    27

  • Value ($000)

    $165,064

  • Date Filed
    01/06/2026
  • Form type
    13F-HR
  • CIK
    0002016470
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
$65.38 M
40 %

207,702

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$21.26 M
13 %

63,402

V
VPL

VANGUARD INTL EQUITY INDEX F

FTSE PACIFIC ETF
$17.40 M
11 %

192,466

V
VO

VANGUARD INDEX FDS

MID CAP ETF
$10.67 M
7 %

36,770

A
AGG

ISHARES TR

CORE US AGGBD ET
$8.92 M
5 %

89,336

V
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
$6.81 M
4 %

81,418

R
RWO

SPDR INDEX SHS FDS

DJ GLB RL ES ETF
$6.52 M
4 %

144,927

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$5.17 M
3 %

96,251

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
$4.94 M
3 %

67,191

I
IWM

ISHARES TR

RUSSELL 2000 ETF
$4.70 M
3 %

19,086

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