ALBION FINANCIAL GROUP /UT - Portfolio overview

ALBION FINANCIAL GROUP /UT has 789 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 12.89%
2. IWR - ISHARES TR, 5.30%
3. AAPL - APPLE INC, 5.29%

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

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