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ALBION FINANCIAL GROUP /UT

ALBION FINANCIAL GROUP /UT is an Investment Adviser institutional filer with the SEC under CIK 1054677, reporting 789 portfolio positions, with 16 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: UT
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-21

Top 10 portfolio positions

The largest reported holdings in ALBION FINANCIAL GROUP /UT's most recent 13F filing, ranked by reported market value.

  1. VANGUARD INDEX FDS (VOO)
  2. APPLE INC (AAPL)
  3. ALPHABET INC (GOOGL)
  4. MICROSOFT CORP (MSFT)
  5. NVIDIA CORPORATION (NVDA)
  6. AMAZON COM INC (AMZN)
  7. ISHARES TR (IWR)
  8. ISHARES TR (SOXX)
  9. VANGUARD SCOTTSDALE FDS (VGIT)
  10. SCHWAB STRATEGIC TR (SCHD)
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