Polaris Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Polaris Investment Advisors, LLC held in its portfolio 73 assets valued at $138,358,081 (i.e. $138.36M).
The most valuable assets in the portfolio included: ISHARES TR ($13.87M), ISHARES TR ($9.65M), and ISHARES TR ($9.54M).
The chart below shows the top 10 valuable assets, and the table below shows the top 73 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Polaris Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 20244 | 13865795 | CORE S&P500 ETF |
| ISHARES TR | 78314 | 9653019 | S&P 500 GRWT ETF |
| ISHARES TR | 44962 | 9535167 | S&P 500 VAL ETF |
| BLACKROCK ETF TRUST | 154567 | 9399200 | ISHARES US EQUIT |
| ISHARES TR | 164815 | 7670494 | CORE UNIVRSL USD |
| ISHARES INC | 111132 | 7470284 | CORE MSCI EMKT |
| ISHARES TR | 20239 | 6941248 | S&P 100 ETF |
| ISHARES TR | 91514 | 6535048 | EAFE VALUE ETF |
| ALPHABET INC | 18258 | 5714628 | CAP STK CL A |
| ISHARES TR | 20219 | 4015893 | MSCI USA QLT FCT |
| ISHARES TR | 35480 | 3607211 | 10-20 YR TRS ETF |
| BLACKROCK ETF TRUST | 89593 | 3454701 | ISHARES US THEMA |
| BLACKROCK ETF TRUST | 102064 | 3398721 | ISHARES A I INNO |
| ISHARES TR | 12717 | 3183240 | MSCI USA MMENTM |
| ALPHABET INC | 9663 | 3032151 | CAP STK CL C |
| ISHARES TR | 43533 | 2873169 | CORE S&P MCP ETF |
| ISHARES GOLD TR | 30014 | 2436236 | ISHARES NEW |
| ISHARES TR | 22726 | 2434182 | NATIONAL MUN ETF |
| ISHARES TR | 19171 | 1825478 | MBS ETF |
| ISHARES TR | 35854 | 1793071 | CORE INTL AGGR |
| ISHARES TR | 8101 | 1739204 | US AER DEF ETF |
| APPLE INC | 5426 | 1475096 | COM |
| BLACKROCK ETF TRUST II | 27107 | 1430430 | ISHARES FLEXIBLE |
| SELECT SECTOR SPDR TR | 25592 | 1401699 | STATE STREET FIN |
| SELECT SECTOR SPDR TR | 9521 | 1370794 | STATE STREET TEC |
| ISHARES TR | 3230 | 1206108 | RUS 1000 ETF |
| VANGUARD MUN BD FDS | 20490 | 1030442 | TAX EXEMPT BD |
| VANGUARD TAX-MANAGED FDS | 16244 | 1014763 | VAN FTSE DEV MKT |
| NVIDIA CORPORATION | 5150 | 960504 | COM |
| VANGUARD INDEX FDS | 2745 | 920316 | TOTAL STK MKT |
| SPDR S&P 500 ETF TR | 1306 | 890860 | TR UNIT |
| ISHARES TR | 7932 | 763574 | RUS MID CAP ETF |
| ISHARES TR | 7375 | 694449 | MSCI USA MIN VOL |
| AMAZON COM INC | 2960 | 683227 | COM |
| ISHARES TR | 5442 | 619907 | EAFE GRWTH ETF |
| KIMBERLY-CLARK CORP | 5963 | 601607 | COM |
| VANGUARD INDEX FDS | 2779 | 530753 | VALUE ETF |
| MICROSOFT CORP | 1082 | 523277 | COM |
| ISHARES TR | 4634 | 494448 | SHRT NAT MUN ETF |
| ISHARES TR | 3531 | 483533 | RUS MD CP GR ETF |
| ISHARES TR | 3966 | 476655 | CORE S&P SCP ETF |
| GE AEROSPACE | 1547 | 476522 | COM NEW |
| ISHARES TR | 972 | 459838 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 1488 | 431939 | MID CAP ETF |
| SELECT SECTOR SPDR TR | 2768 | 428562 | STATE STREET HEA |
| BANK AMERICA CORP | 7779 | 427845 | COM |
| VANGUARD INDEX FDS | 1629 | 420113 | SMALL CP ETF |
| BROADCOM INC | 1200 | 415320 | COM |
| ISHARES TR | 2007 | 400758 | U.S. TECH ETF |
| VANGUARD WORLD FD | 3000 | 400423 | FINANCIALS ETF |
| VANGUARD INTL EQUITY INDEX F | 5329 | 392001 | ALLWRLD EX US |
| ISHARES TR | 1590 | 391394 | RUSSELL 2000 ETF |
| LINDE PLC | 903 | 385030 | SHS |
| ISHARES TR | 2499 | 372356 | ESG AWR MSCI USA |
| VANGUARD INDEX FDS | 1479 | 309288 | EXTEND MKT ETF |
| VANGUARD INDEX FDS | 601 | 293016 | GROWTH ETF |
| EXXON MOBIL CORP | 2428 | 292186 | COM |
| ISHARES TR | 2966 | 285585 | JPMORGAN USD EMG |
| FIDELITY MERRIMACK STR TR | 6090 | 280384 | TOTAL BD ETF |
| AFLAC INC | 2534 | 279424 | COM |
| ISHARES TR | 2749 | 274536 | CORE US AGGBD ET |
| ISHARES TR | 833 | 269067 | RUS 2000 GRW ETF |
| BLACKROCK ETF TRUST II | 5189 | 252601 | ISHARES HIGH YIE |
| GE VERNOVA INC | 385 | 251624 | COM |
| ISHARES TR | 4426 | 242146 | MSCI EMG MKT ETF |
| CSX CORP | 6624 | 240120 | COM |
| EVERSOURCE ENERGY | 3516 | 236732 | COM |
| ISHARES TR | 2763 | 233860 | CORE MSCI TOTAL |
| TESLA INC | 496 | 223061 | COM |
| ISHARES TR | 3211 | 222908 | CORE DIV GRWTH |
| INVESCO EXCHANGE TRADED FD T | 4600 | 209346 | S&P500 EQL TEC |
| INTERNATIONAL BUSINESS MACHS | 700 | 207347 | COM |
| ISHARES TR | 2319 | 202167 | 20 YR TR BD ETF |
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