STAR Financial Bank - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, STAR Financial Bank held in its portfolio 90 assets valued at $195,713,320 (i.e. $195.71M).

The most valuable assets in the portfolio included: ISHARES RUSSELL 1000 GROWTH ETF ($21.08M), VANGUARD VALUE ETF ($19.97M), and BLACKROCK ETF TRUST II ($19.70M).

The chart below shows the top 10 valuable assets, and the table below shows the top 90 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in STAR Financial Bank Portfolio

ISHARES RUSSELL 1000 GROWTH ETF

VANGUARD VALUE ETF

BLACKROCK ETF TRUST II

BONDBLOXX ETF TRUST

FIRST TRUST AAA

ISHARES TR

ISHARES CORE S&P SMALL CAP ETF

ISHARES CORE S&P MIDCAP ETF

VANGUARD MIDCAP VIPER ETF

VANGUARD INDEX FDS

STAR Financial Bank - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ISHARES RUSSELL 1000 GROWTH ETF	44542	21081729	Exchange Traded Fund
VANGUARD VALUE ETF	104564	19970678	Exchange Traded Fund
BLACKROCK ETF TRUST II	377011	19705361	Fixed Income ETF
BONDBLOXX ETF TRUST	412889	19269770	Fixed Income ETF
FIRST TRUST AAA	441039	9041300	Fixed Income ETF
ISHARES TR	372396	8819752	Fixed Income ETF
ISHARES CORE S&P SMALL CAP ETF	45583	5478165	Exchange Traded Fund
ISHARES CORE S&P MIDCAP ETF	64325	4245450	Exchange Traded Fund
VANGUARD MIDCAP VIPER ETF	14576	4230247	Exchange Traded Fund
VANGUARD INDEX FDS	8329	4063386	Exchange Traded Fund
VANGUARD FTSE DEVELOPED MARKET ETF	62876	3927864	International Equity ETF
JPMORGAN EQUITY PREMIUM INCOME ETF	66412	3801423	Exchange Traded Fund
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF	122799	3708530	Fixed Income ETF
ISHARES TR	93743	3700974	International Equity ETF
ISHARES TR	27848	3386595	Exchange Traded Fund
INVESCO QQQ TRUST SERIES 1	5353	3288401	Exchange Traded Fund
APPLE INC	11964	3252533	Common Stock
MICROSOFT CORP	6122	2960722	Common Stock
ISHARES RUSSELL 1000 VALUE ETF	13465	2832228	Exchange Traded Fund
ISHARES US TREASURY BOND ETF	121608	2800024	Fixed Income ETF
ISHARES CORE S&P 500 ETF	3726	2552086	Exchange Traded Fund
STEEL DYNAMICS INC	14982	2538700	Common Stock
DIMENSIONAL ETF TRUST	27695	2039183	Exchange Traded Fund
INVESCO EXCH TRADED FD TR II	65597	1784238	Fixed Income ETF
VANGUARD SMALL CAP VIPER ETF	6787	1750707	Exchange Traded Fund
ALPHABET INC	4992	1563585	Common Stock
ISHARES CORE MSCI EAFE ETF	17431	1559377	International Equity ETF
ISHARES CORE TOTAL U.S. BOND MARKET ETF	15423	1540449	Fixed Income ETF
NVIDIA CORP	7734	1442391	Common Stock
JP MORGAN CHASE & CO	4415	1422601	Common Stock
ISHARES RUSSELL 2000 ETF	4541	1117813	Exchange Traded Fund
ISHARES RUSSELL MID CAP VALUE ETF	6862	967885	Exchange Traded Fund
SPDR S&P DIVIDEND ETF	6849	953107	Exchange Traded Fund
VANGUARD INTL HIGH DIV YLD ETF	9718	874620	International Equity ETF
ALPS ETF TR	16426	772351	Exchange Traded Fund
AMAZON COM INC	3345	772093	Common Stock
STATE STREET TECHNOLOGY SELECT SECTOR SPDR	5287	761169	Exchange Traded Fund
BLACKROCK INC	703	752449	Common Stock
SPDR S&P MIDCAP 400 ETF TRUST	1245	751084	Exchange Traded Fund
ELI LILLY & CO	696	747977	Common Stock
JOHNSON & JOHNSON	3228	668035	Common Stock
BROADCOM INC	1890	654129	Common Stock
ABBVIE INC	2851	651425	Common Stock
HOME DEPOT INC	1823	627294	Common Stock
PEPSICO INC	4209	604076	Common Stock
PROCTER & GAMBLE CO	4098	587284	Common Stock
VANGUARD TOTAL BOND MARKET ETF	7840	580709	Fixed Income ETF
VANGUARD ADMIRAL FDS INC	5057	565373	Exchange Traded Fund
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND	6479	558152	Exchange Traded Fund
MCDONALD'S CORP	1761	538214	Common Stock
VANGUARD INDEX FUNDS S&P 500 ETF USD	820	514247	Exchange Traded Fund
CATERPILLAR INC	863	494387	Common Stock
CISCO SYSTEMS INC	6260	482208	Common Stock
WAL-MART STORES INC	4191	466919	Common Stock
HARBOR ETF TRUST	18510	459418	Exchange Traded Fund
ISHARES CORE MSCI EMERGING MKTS	6720	451718	International Equity ETF
DIREXION SHS ETF TR	4336	443616	Exchange Traded Fund
WELLS FARGO & CO NEW	4539	423035	Common Stock
ETF ISHARES DJ SELECT DIVIDEND INDEX	2840	400838	Exchange Traded Fund
GOLDMAN SACHS ETF TR	7558	399062	Exchange Traded Fund
META PLATFORMS INC	604	398694	Common Stock
STATE STREET FINANCIAL SELECT SECTOR SPDR	7277	398561	Exchange Traded Fund
CHEVRONTEXACO CORP	2586	394132	Common Stock
HONEYWELL INTERNATIONAL INC	2009	391936	Common Stock
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR	3266	389993	Exchange Traded Fund
VISA INC	1100	385781	Common Stock
LOCKHEED MARTIN CORP	796	385001	Common Stock
EMERSON ELECTRIC CO	2886	383030	Common Stock
WASTE MANAGEMENT INC.	1741	382515	Common Stock
ISHARES S&P MIDCAP 400 GROWTH INDEX FUND	3246	314472	Exchange Traded Fund
CUMMINS INC	598	305249	Common Stock
PAYCHEX INC	2713	304344	Common Stock
GLOBAL X FDS	3647	299881	Exchange Traded Fund
GOLDMAN SACHS GROUP	340	298860	Common Stock
INTERNATIONAL BUSINESS MACHINES CORP	971	287620	Common Stock
STATE STREET HEALTH CARE SELECT SECTOR SPDR	1799	278485	Exchange Traded Fund
MORGAN STANLEY	1541	273574	Common Stock
NEXTERA ENERGY INC	3357	269500	Common Stock
SOUTHERN CO	3040	265088	Common Stock
GENERAL DYNAMICS CORP	740	249128	Common Stock
NUSHARES ETF TR	8835	248794	Exchange Traded Fund
MICROCHIP TECHNOLOGY INC	3894	248126	Common Stock
ORACLE CORP	1194	232723	Common Stock
VANGUARD FTSE EUROPE ETF	2756	230429	International Equity ETF
STRYKER CORP	650	228456	Common Stock
MARRIOTT INTERNATIONAL INC (NEW)	723	224304	Common Stock
BERKSHIRE HATHAWAY INC DEL CL B NEW	442	222171	Common Stock
SCHWAB STRATEGIC TR	7716	211650	Exchange Traded Fund
AMERICAN ELECTRIC POWER INC	1798	207327	Common Stock
GENUINE PARTS COMPANY	1662	204360	Common Stock