Avalon Advisory Group has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's address as 150 N Meadows Drive, Suite 220, Wexford, PA 15090, and identifies Caitlin Cully Ross as the reporting person.
The portfolio consists of 15 individual equity positions. The largest holding is Alphabet Inc., Class C Capital Stock, with 655 shares. Microsoft Corporation is the second-largest holding, with 984 shares, followed by NVIDIA Corporation with 1,631 shares.
The filing also includes significant positions in exchange-traded funds (ETFs). These include the Schwab Strategic Trust International Equity ETF with 170,481 shares, the Schwab Strategic Trust U.S. Broad Market ETF with 153,846 shares, and the Vanguard International Equity Index Fund All World ex US with 197,773 shares. Other ETF holdings include the iShares 3-Year Treasury Bond ETF (3,023 shares), the iShares 7-10 Year Treasury Bond ETF (2,094 shares), the iShares Core S&P Total Stock Market ETF (49,102 shares), the Vanguard Index Funds Morningstar Total Stock Market ETF (371,156 shares), and the Vanguard International Equity Index Fund All World ex US (197,773 shares). The Vanguard Star Funds VG TL Intl Stk F holds 29,848 shares.
