Addison Advisors LLC - Portfolio overview

Addison Advisors LLC has 1034 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTIP - VANGUARD MALVERN FDS, 5.43%
2. VIG - VANGUARD SPECIALIZED FUNDS, 5.24%
3. VGIT - VANGUARD SCOTTSDALE FDS, 5.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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