Q3 2026 13F · SEC CIK 2103332

Polaris Investment Advisors, LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $156.4M
Reported positions: 75
Holdings vs S&P 500, 3 yrs: —
Assets under management: $217.1M

Polaris Investment Advisors, LLC is a wealth manager that reported 75 positions worth $156.4M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Ishares Tr (IVV, 16.6%), Ishares Tr (IUSB, 7.6%), Ishares Tr (IVW, 6.8%).

Polaris Investment Advisors, LLC holdings largest 50 of 75 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Polaris Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	16.6%	15.4%	33,954	+5.9%	$26.0M
IUSBIshares Tr	7.6%	6.3%	268,828	+26.6%	$11.9M
IVWIshares Tr	6.8%	7.0%	74,677	-5.7%	$10.6M
DYNFBlackrock ETF Trust	6.2%	6.0%	140,015	+1.7%	$9.7M
IVEIshares Tr	5.5%	5.5%	37,829	+0.1%	$8.6M
GOOGLAlphabet Inc	4.0%	4.2%	18,239	+0.0%	$6.3M
IEMGIshares Inc	3.7%	4.5%	70,716	-16.8%	$5.7M
EFGIshares Tr	3.0%	3.0%	38,908	+2.4%	$4.7M
EFVIshares Tr	2.9%	3.0%	56,887	-7.8%	$4.5M
BAIBlackrock ETF Trust	2.8%	3.2%	91,628	-2.3%	$4.3M
BLCRBlackrock ETF Trust	2.7%	2.1%	86,563	+35.7%	$4.2M
BTHMBlackrock ETF Trust	2.4%	2.3%	84,508	+1.4%	$3.7M
COROBlackrock ETF Trust	2.2%	1.0%	94,010	+130.7%	$3.4M
TLHIshares Tr	1.9%	2.1%	32,593	+0.3%	$3.0M
MUBIshares Tr	1.8%	1.4%	28,456	+37.8%	$2.9M
IDEFBlackrock ETF Trust	1.7%	1.7%	85,675	+2.0%	$2.7M
GOOGAlphabet Inc	1.6%	1.7%	7,563	+0.0%	$2.6M
GOVTIshares Tr	1.5%	1.3%	108,762	+25.3%	$2.4M
QUALIshares Tr	1.5%	1.7%	10,633	-12.2%	$2.4M
IJHIshares Tr	1.5%	1.7%	31,834	-5.6%	$2.3M
MTUMIshares Tr	1.4%	2.6%	6,831	-42.5%	$2.2M
ACWXIshares Tr	1.3%	—	27,851	—	$2.1M
XLKSelect Sector Spdr Tr	1.1%	1.2%	9,012	-4.9%	$1.8M
VTEBVanguard Mun Bd Fds	1.0%	0.4%	34,431	+151.2%	$1.6M
IALTBlackrock ETF Trust	1.0%	0.7%	52,206	+28.2%	$1.6M
IWBIshares Tr	0.9%	0.8%	3,223	-0.1%	$1.3M
GGOVBlackrock ETF Trust II	0.8%	0.5%	25,514	+52.8%	$1.3M
NVDANvidia Corporation	0.8%	0.7%	5,150	+0.0%	$1.2M
VEAVanguard Ftse Developed Markets Index Fu	0.7%	0.7%	15,412	+0.0%	$1.1M
IAUIshares Gold Tr	0.7%	0.7%	13,398	-3.9%	$1.0M
VTIVanguard Index Fds	0.6%	0.6%	2,610	-2.9%	$977K
OEFIshares Tr	0.6%	0.9%	2,333	-38.4%	$891K
IWRIshares Tr	0.5%	0.6%	7,895	-0.5%	$842K
LMUBIshares Tr	0.5%	0.8%	17,419	-25.3%	$810K
SPYState Str Spdr S&p 500 ETF T	0.5%	0.6%	1,059	-8.2%	$808K
IAGGIshares Tr	0.5%	0.6%	16,036	-17.5%	$789K
MBBIshares Tr	0.5%	1.3%	8,579	-60.6%	$769K
KMBKimberly-Clark Corp	0.4%	0.4%	5,963	+0.0%	$581K
MSFTMicrosoft Corp	0.4%	—	1,082	—	$555K
BINCBlackrock ETF Trust II	0.3%	0.4%	10,627	-12.4%	$540K
AMZNAmazon Com Inc	0.3%	0.5%	1,960	-33.8%	$488K
IWFIshares Tr	0.3%	0.3%	3,886	+0.0%	$487K
GEGe Aerospace	0.3%	0.4%	1,547	+0.0%	$483K
IJRIshares Tr	0.3%	0.4%	3,452	-12.6%	$470K
XLFSelect Sector Spdr Tr	0.3%	0.4%	8,340	-31.7%	$445K
VEUVanguard Intl Equity Index F	0.3%	—	5,329	—	$442K
IWMIshares Tr	0.3%	0.3%	1,563	-0.3%	$434K
LINLinde PLC	0.3%	0.3%	903	+0.0%	$429K
SUBIshares Tr	0.3%	—	4,078	—	$426K
IYWIshares Tr	0.3%	—	1,513	—	$401K

What Polaris Investment Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VTEB Vanguard Mun Bd Fds+151.2% shares
CORO Blackrock ETF Trust+130.7% shares
GGOV Blackrock ETF Trust II+52.8% shares
MUB Ishares Tr+37.8% shares
BLCR Blackrock ETF Trust+35.7% shares
IALT Blackrock ETF Trust+28.2% shares
IUSB Ishares Tr+26.6% shares
GOVT Ishares Tr+25.3% shares

Reduced

MBB Ishares Tr-60.6% shares
MTUM Ishares Tr-42.5% shares
OEF Ishares Tr-38.4% shares
AMZN Amazon Com Inc-33.8% shares
XLF Select Sector Spdr Tr-31.7% shares
LMUB Ishares Tr-25.3% shares
IAGG Ishares Tr-17.5% shares
IEMG Ishares Inc-16.8% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$156.4M	75
Q2 2026	$156.1M	78
Q1 2026	$137.2M	70
Q4 2025	$138.4M	73

Questions about Polaris Investment Advisors, LLC's portfolio

What stocks does Polaris Investment Advisors, LLC own?

Polaris Investment Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 75 positions worth $156.4M. The largest are Ishares Tr (IVV) at 16.6%, Ishares Tr (IUSB) at 7.6%, Ishares Tr (IVW) at 6.8%, Blackrock ETF Trust (DYNF) at 6.2% and Ishares Tr (IVE) at 5.5%.

What did Polaris Investment Advisors, LLC buy last quarter?

In Q3 2026, Polaris Investment Advisors, LLC added Vanguard Mun Bd Fds (VTEB) (+151.2% shares), Blackrock ETF Trust (CORO) (+130.7% shares) and Blackrock ETF Trust II (GGOV) (+52.8% shares), compared with its Q2 2026 filing.

What did Polaris Investment Advisors, LLC sell last quarter?

In Q3 2026, Polaris Investment Advisors, LLC cut from its top 50 Apple Inc (AAPL), cut from its top 50 Vanguard Index Fds (VTV), cut from its top 50 Advanced Micro Devices Inc (AMD), cut from its top 50 Broadcom Inc (AVGO), cut from its top 50 Ge Vernova Inc (GEV), Ishares Tr (MBB) (-60.6% shares), Ishares Tr (MTUM) (-42.5% shares) and Ishares Tr (OEF) (-38.4% shares), compared with its Q2 2026 filing.

When is Polaris Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Polaris Investment Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Polaris Investment Advisors, LLC manage?

Polaris Investment Advisors, LLC reported $217.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $156.4M.