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All Terrain Financial Advisors, LLC
CIK:0001731358
Investment Adviser
$324M AUM
117 holdings
Coon Rapids, MN, United States
Financial advisory firm managing investments for individuals and institutions.
Investment Strategy
Not Specified
Latest 13F Filing Activity
All Terrain Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 86 equity positions with a total 13F market value of $349M. The fund increased holdings in SPDR S&P 500 Etf TR, Ishares TR, Microsoft Corp. among other positions. All Terrain Financial Advisors, LLC reduced exposure to Lowes Cos Inc., Apple Inc., Conagra Brands Inc. among others.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 15.94% | $55.6M | 89,949 | $331.10 | $617.85 | +$5.3M |
L LOW | LOWES COS INC | 8.21% | $28.6M | 129,015 | $202.86 | $221.87 | -$1.5M |
I IWM | ISHARES TR | 7.78% | $27.1M | 125,710 | $183.04 | $215.79 | +$4.0M |
D DIA | SPDR DOW JONES INDL AVERAGE | 3.93% | $13.7M | 31,055 | $277.10 | $440.65 | +$610.6K |
A AAPL | APPLE INC | 3.54% | $12.4M | 60,213 | $53.28 | $205.17 | -$1.0M |
Industry Allocation
RETAIL-LUMBER & OTHER BUILDING MATERIALS DEALERS
+8.1%
ELECTRONIC COMPUTERS
+3.6%
SERVICES-PREPACKAGED SOFTWARE
+3.0%
SEMICONDUCTORS & RELATED DEVICES
+2.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.2%
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