Addison Advisors LLC Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$431.2B

Holdings

886

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (886 positions)

#StockSharesValue% PortfolioType
1
VIGVANGUARD SPECIALIZED FUNDS
95,711$20.7B4.79%
2
VGITVANGUARD SCOTTSDALE FDS
305,566$18.3B4.25%
3
VTIPVANGUARD MALVERN FDS
361,733$18.3B4.25%
4
VUGVANGUARD INDEX FDS
35,299$16.9B3.93%
5
VLUEISHARES TR
115,367$14.4B3.35%
6
DFUVDIMENSIONAL ETF TRUST
270,523$12.1B2.80%
7
VCRBVANGUARD MALVERN FDS
153,379$12.0B2.79%
8
BNDXVANGUARD CHARLOTTE FDS
223,267$11.0B2.56%
9
VOTVANGUARD INDEX FDS
36,640$10.8B2.50%
10
IQLTISHARES TR
197,580$8.7B2.02%
11
MSFTMICROSOFT CORP
16,574$8.6B1.99%
12
VIGIVANGUARD WHITEHALL FDS
74,113$6.6B1.54%
13
CGWINVESCO EXCH TRADED FD TR II
100,792$6.5B1.50%
14
AAPLAPPLE INC
24,539$6.2B1.45%
15
DFISDIMENSIONAL ETF TRUST
196,429$6.2B1.44%
16
SMLFISHARES TR
75,537$5.6B1.30%
17
BSCVINVESCO EXCH TRD SLF IDX FD
325,452$5.4B1.26%
18
BSCWINVESCO EXCH TRD SLF IDX FD
259,699$5.4B1.26%
19
BSCUINVESCO EXCH TRD SLF IDX FD
311,763$5.3B1.22%
20
BSCTINVESCO EXCH TRD SLF IDX FD
276,710$5.2B1.21%
21
BSCXINVESCO EXCH TRD SLF IDX FD
231,984$5.0B1.15%
22
LRGFISHARES TR
68,302$4.7B1.09%
23
DFIVDIMENSIONAL ETF TRUST
93,268$4.3B1.00%
24
VGKVANGUARD INTL EQUITY INDEX F
53,210$4.2B0.98%
25
BSCYINVESCO EXCH TRD SLF IDX FD
199,762$4.2B0.97%
26
BRK/BBERKSHIRE HATHAWAY INC DEL
8,087$4.1B0.94%
27
BSCPINVESCO EXCH TRD SLF IDX FD
192,618$4.0B0.92%
28
DFSIDIMENSIONAL ETF TRUST
95,054$3.9B0.90%
29
DFSUDIMENSIONAL ETF TRUST
91,066$3.9B0.90%
30
NVDANVIDIA CORPORATION
20,356$3.8B0.88%
31
BRK-BBERKSHIRE HATHAWAY INC DEL
5$3.8B0.87%
32
USFRWISDOMTREE TR
66,283$3.3B0.77%
33
SCHRSCHWAB STRATEGIC TR
132,134$3.3B0.77%
34
JPMJPMORGAN CHASE & CO.
10,239$3.2B0.75%
35
DGSWISDOMTREE TR
52,013$3.0B0.69%
36
VPLVANGUARD INTL EQUITY INDEX F
32,443$2.8B0.66%
37
FNDASCHWAB STRATEGIC TR
89,204$2.8B0.64%
38
BSCSINVESCO EXCH TRD SLF IDX FD
127,263$2.6B0.61%
39
BSCRINVESCO EXCH TRD SLF IDX FD
132,022$2.6B0.60%
40
IBIEISHARES TR
98,352$2.6B0.60%
41
IBIDISHARES TR
98,776$2.6B0.60%
42
IBICISHARES TR
97,649$2.5B0.59%
43
BSCQINVESCO EXCH TRD SLF IDX FD
128,835$2.5B0.58%
44
ESGVVANGUARD WORLD FD
20,409$2.4B0.56%
45
XOMEXXON MOBIL CORP
21,314$2.4B0.56%
46
GMFSPDR INDEX SHS FDS
16,646$2.3B0.54%
47
IAGGISHARES TR
42,458$2.2B0.50%
48
GOOGLALPHABET INC
8,852$2.2B0.50%
49
ORCLORACLE CORP
7,382$2.1B0.48%
50
XLFISELECT SECTOR SPDR TR
26,463$2.1B0.48%
51
AVGOBROADCOM INC
5,579$1.8B0.43%
52
HDHOME DEPOT INC
4,513$1.8B0.42%
53
JNJJOHNSON & JOHNSON
9,759$1.8B0.42%
54
ESMLISHARES TR
39,262$1.8B0.41%
55
IBDSISHARES TR
72,516$1.8B0.41%
56
GEGE AEROSPACE
5,833$1.8B0.41%
57
SUSAISHARES TR
12,212$1.7B0.38%
58
VOVANGUARD INDEX FDS
5,496$1.6B0.37%
59
AMZNAMAZON COM INC
7,120$1.6B0.36%
60
GOOGALPHABET INC
6,388$1.6B0.36%
61
DFATDIMENSIONAL ETF TRUST
26,674$1.6B0.36%
62
SYKSTRYKER CORPORATION
4,179$1.5B0.36%
63
FNDXSCHWAB STRATEGIC TR
55,605$1.5B0.34%
64
IBMINTERNATIONAL BUSINESS MACHS
5,165$1.5B0.34%
65
PRFINVESCO EXCHANGE TRADED FD T
31,305$1.4B0.33%
66
EWEDWARDS LIFESCIENCES CORP
17,985$1.4B0.32%
67
IWFISHARES TR
2,924$1.4B0.32%
68
DLSWISDOMTREE TR
17,186$1.4B0.32%
69
NULVNUSHARES ETF TR
29,722$1.3B0.30%
70
VSGXVANGUARD WORLD FD
18,604$1.3B0.30%
71
PGPROCTER AND GAMBLE CO
8,346$1.3B0.30%
72
CATCATERPILLAR INC
2,473$1.2B0.27%
73
CSCOCISCO SYS INC
16,957$1.2B0.27%
74
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,149$1.2B0.27%
75
ABBVABBVIE INC
4,807$1.1B0.26%
76
FISVFISERV INC
8,184$1.1B0.24%
77
LLYELI LILLY & CO
1,333$1.0B0.24%
78
IVVISHARES TR
1,517$1.0B0.24%
79
BACBANK AMERICA CORP
19,672$1.0B0.24%
80
NUSCNUSHARES ETF TR
22,565$995.1M0.23%
81
DFSEDIMENSIONAL ETF TRUST
23,974$985.1M0.23%
82
SPYSPDR S&P 500 ETF TR
1,432$954.0M0.22%
83
PFEPFIZER INC
37,047$944.0M0.22%
84
AGGISHARES TR
9,399$942.3M0.22%
85
VTIVANGUARD INDEX FDS
2,832$929.3M0.22%
86
VOOVANGUARD INDEX FDS
1,446$885.5M0.21%
87
VVISA INC
2,583$881.7M0.20%
88
GEVGE VERNOVA INC
1,411$867.6M0.20%
89
NDQINVESCO QQQ TR
1,396$838.0M0.19%
90
CVXCHEVRON CORP NEW
5,295$822.2M0.19%
91
PEPPEPSICO INC
5,836$819.6M0.19%
92
IBDYISHARES TR
30,957$812.0M0.19%
93
DWDMORGAN STANLEY
5,105$811.5M0.19%
94
XLISELECT SECTOR SPDR TR
5,178$798.6M0.19%
95
RTXRTX CORPORATION
4,769$798.0M0.19%
96
ANETARISTA NETWORKS INC
5,335$777.4M0.18%
97
WMTWALMART INC
7,254$747.6M0.17%
98
IBCAISHARES TR
28,363$738.6M0.17%
99
NUMVNUSHARES ETF TR
19,010$735.5M0.17%
100
QDFFLEXSHARES TR
8,964$711.7M0.17%
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