Polaris Investment Advisors
Polaris Investment Advisors reported 75 stocks worth $156M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (16.6%), IUSB (7.6%) and IVW (6.8%). Compared with Q2 2026, the fund opened new positions in ACWX, XOM and PG, added to IVV, IUSB and DYNF, trimmed IVW, IEMG and EFV and sold out of VXF, IWP and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $26M | 16.6% | 34K | +1,905 (+6%) | 4 of 4 | |
| 2 |  IUSB Ishares Core | $11.9M | 7.6% | 269K | +56K (+27%) | 4 of 4 | |
| 3 |  IVW Ishares TR | $10.6M | 6.8% | 75K | −4,546 (−6%) | 4 of 4 | |
| 4 |  DYNF Blackrock ETF Trust | $9.7M | 6.2% | 140K | +2,295 (+2%) | 4 of 4 | |
| 5 |  IVE Ishares TR | $8.6M | 5.5% | 38K | +54 (+0%) | 4 of 4 | |
| 6 |  GOOGL Alphabet Inc | $6.3M | 4.0% | 18K | No change | 4 of 4 | |
| 7 |  IEMG Ishares Inc | $5.7M | 3.7% | 71K | −14K (−17%) | 4 of 4 | |
| 8 |  EFG Ishares TR | $4.7M | 3.0% | 39K | +902 (+2%) | 4 of 4 | |
| 9 |  EFV Ishares TR | $4.5M | 2.9% | 57K | −4,802 (−8%) | 4 of 4 | |
| 10 |  BAI Blackrock ETF Trust | $4.3M | 2.8% | 92K | −2,199 (−2%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VXF Vanguard Index Fds | $364K | 1,479 |
 IWP Ishares TR | $356K | 2,431 |
 XOM Exxon Mobil Corp | $332K | 2,428 |
 USMV Ishares TR | $325K | 3,368 |
 RSPT Invesco Exchange Traded FD T | $297K | 4,600 |
🔒 Free account: see all 8.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Polaris Investment Advisors 13F FAQ
What does Polaris Investment Advisors own?
Polaris Investment Advisors reported 75 stocks worth $156M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVV (16.6%), IUSB (7.6%) and IVW (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did Polaris Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 15 added to, 29 trimmed and 8 sold out. New positions include ACWX, XOM and PG. It sold all of VXF, IWP and XOM.
When will Polaris Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Polaris Investment Advisors's portfolio worth?
The Q3 2026 filing reports $156M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.