Polaris Investment Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Polaris Investment Advisors, LLC reported 73 stock positions worth $138.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.0% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 7.0%) and iShares S&P 500 Value ETF (IVE, 6.9%).
- Most Recent 13F
- Q2 2026
- Location
- FRAMINGHAM, MA
- CIK
- 0002103332
- Portfolio Value
- $138.4M (Q4 2025)
- SEC Filing
- 0001951757-26-000148 ↗ filed Jan 15, 2026
Holdings Value
Holdings 73 stocks · $138.4M
| IVV iShares Core S&P 500 ETF | 10.02% | 20,244 | $13.9M | — |
| IVW iShares S&P 500 Growth ETF | 6.98% | 78,314 | $9.7M | — |
| IVE iShares S&P 500 Value ETF | 6.89% | 44,962 | $9.5M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.79% | 154,567 | $9.4M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 5.54% | 164,815 | $7.7M | — |
| IEMG iShares Core MSCI Emerging | 5.40% | 111,132 | $7.5M | — |
| OEF iShares S&P 100 ETF | 5.02% | 20,239 | $6.9M | — |
| EFV iShares MSCI Eafe Value ETF | 4.72% | 91,514 | $6.5M | — |
| GOOGL Alphabet Inc. Class A | 4.13% | 18,258 | $5.7M | — |
| QUAL iShares MSCI USA Quality Fac | 2.90% | 20,219 | $4.0M | — |
| TLH iShares 10-20 Year Treasury | 2.61% | 35,480 | $3.6M | — |
| THRO iShares U.S. Thematic Rotati | 2.50% | 89,593 | $3.5M | — |
| BAI Ishrs AI in and Tech Act ETF | 2.46% | 102,064 | $3.4M | — |
| MTUM iShares MSCI USA Momentum Fa | 2.30% | 12,717 | $3.2M | — |
| GOOG Alphabet Inc. Class C | 2.19% | 9,663 | $3.0M | — |
| IJH iShares Core S&P Midcap ETF | 2.08% | 43,533 | $2.9M | — |
| IAU iShares Gold Trust | 1.76% | 30,014 | $2.4M | — |
| MUB iShares National Muni Bond E | 1.76% | 22,726 | $2.4M | — |
| MBB iShares MBS ETF | 1.32% | 19,171 | $1.8M | — |
| IAGG iShares Intl Aggregate Bond | 1.30% | 35,854 | $1.8M | — |
| ITA iShares U.S. Aerospace & Def | 1.26% | 8,101 | $1.7M | — |
| AAPL Apple Inc. | 1.07% | 5,426 | $1.5M | — |
| BINC iShares Flex I A ETF-Usd Inc. | 1.03% | 27,107 | $1.4M | — |
| XLF SS Financial Select Sector | 1.01% | 25,592 | $1.4M | — |
| XLK SS Technology Select Sector | 0.99% | 9,521 | $1.4M | — |
| IWB iShares Russell 1000 ETF | 0.87% | 3,230 | $1.2M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.74% | 20,490 | $1.0M | — |
| VEA Vanguard Ftse Developed ETF | 0.73% | 16,244 | $1.0M | — |
| NVDA Nvidia Corp. | 0.69% | 5,150 | $961K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 2,745 | $920K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.64% | 1,306 | $891K | — |
| IWR iShares Russell Mid-Cap ETF | 0.55% | 7,932 | $764K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.50% | 7,375 | $694K | — |
| AMZN Amazon.com Inc. | 0.49% | 2,960 | $683K | — |
| EFG iShares MSCI Eafe Growth ETF | 0.45% | 5,442 | $620K | — |
| KMB Kimberly-Clark Corp. | 0.43% | 5,963 | $602K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.38% | 2,779 | $531K | — |
| MSFT Microsoft Corp. | 0.38% | 1,082 | $523K | — |
| SUB iShares Short-Term National | 0.36% | 4,634 | $494K | — |
| IWP iShares Russell Mid-Cap Grow | 0.35% | 3,531 | $484K | — |
| IJR iShares Core S&P Small-Cap E | 0.34% | 3,966 | $477K | — |
| GE General Electric filed as GE AEROSPACE | 0.34% | 1,547 | $477K | — |
| IWF iShares Russell 1000 Growth | 0.33% | 972 | $460K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 1,488 | $432K | — |
| XLV SS Health Care Select Sector | 0.31% | 2,768 | $429K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 7,779 | $428K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 1,629 | $420K | — |
| AVGO Broadcom Inc. | 0.30% | 1,200 | $415K | — |
| IYW iShares Ustechnology ETF | 0.29% | 2,007 | $401K | — |
| VFH Vanguard Financials ETF | 0.29% | 3,000 | $400K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.28% | 5,329 | $392K | — |
| IWM iShares Russell 2000 ETF | 0.28% | 1,590 | $391K | — |
| LIN Linde PLC | 0.28% | 903 | $385K | — |
| ESGU iShares ESG Aware MSCI USA | 0.27% | 2,499 | $372K | — |
| VXF Vanguard Extended Market ETF | 0.22% | 1,479 | $309K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 601 | $293K | — |
| XOM Exxon Mobil Corp. | 0.21% | 2,428 | $292K | — |
| EMB iShares JP Morgan Usd Emergi | 0.21% | 2,966 | $286K | — |
| FBND Fidelity Total Bond ETF | 0.20% | 6,090 | $280K | — |
| AFL Aflac Inc. | 0.20% | 2,534 | $279K | — |
| AGG iShares Core U.S. Aggregate | 0.20% | 2,749 | $275K | — |
| IWO iShares Russell 2000 Growth | 0.19% | 833 | $269K | — |
| HIMU iShares High Yild Muni A ETF | 0.18% | 5,189 | $253K | — |
| GEV GE Vernova Inc. | 0.18% | 385 | $252K | — |
| EEM iShares MSCI Emerging Market | 0.17% | 4,426 | $242K | — |
| CSX CSX Corp. | 0.17% | 6,624 | $240K | — |
| ES Eversource Energy | 0.17% | 3,516 | $237K | — |
| IXUS iShares Core Intl Stock ETF | 0.17% | 2,763 | $234K | — |
| TSLA Tesla Inc. | 0.16% | 496 | $223K | — |
| DGRO iShares Core Dividend Growth | 0.16% | 3,211 | $223K | — |
| RSPT Invesco S&P 500 Equal Weight | 0.15% | 4,600 | $209K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 700 | $207K | — |
| TLT iShares 20+ Year Treasury BD | 0.15% | 2,319 | $202K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.