Q2 2026 13F · SEC CIK 1731358

All Terrain Financial Advisors, LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $475.8M
Reported positions: 106
Top holdings a year, 3 yrs: +16.4%
Assets under management: $379.2M

All Terrain Financial Advisors, LLC is a wealth manager that reported 106 positions worth $475.8M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Ishares (IWM, 16.8%), Spdr S&p 500 ETF Tr (SPY, 15.5%), Lowes Cos Inc (LOW, 5.5%). A portfolio copying its top holdings returned 16.4% a year over the last 3 years, against 20.4% for the S&P 500.

All Terrain Financial Advisors, LLC holdings largest 50 of 106 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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.

All Terrain Financial Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IWMIshares	16.8%	10.3%	265,529	+99.4%	$79.8M
SPYSpdr S&p 500 ETF Tr	15.5%	19.2%	98,649	+4.2%	$73.7M
LOWLowes Cos Inc	5.5%	8.8%	119,715	+0.0%	$26.4M
EEMIshares	5.3%	1.8%	369,473	+255.1%	$25.3M
AAPLApple Inc	4.1%	5.3%	66,655	-0.3%	$19.3M
DIAState Street Spdr Dow Jones Industrial A	3.5%	4.6%	31,539	-0.2%	$16.5M
QQQInvesco Qqq Tr	2.6%	2.8%	17,102	+8.8%	$12.6M
EFAiShs MSCI EAFE	2.6%	2.2%	117,231	+58.6%	$12.2M
NVDANvidia Corporation Com	2.4%	2.8%	57,534	+11.1%	$11.5M
FLTRVaneck ETF Trust	2.4%	1.5%	442,042	+139.6%	$11.3M
INTCIntel Corp	2.3%	1.6%	77,323	-32.4%	$10.8M
TIPiShares TIPS Bond ETF	2.0%	—	86,243	—	$9.4M
BXSLBlackstone Secd Lending Fd	1.9%	—	389,924	—	$9.2M
MSFTMicrosoft Corp	1.9%	2.1%	24,248	+31.7%	$9.0M
UNPUnion Pac Corp	1.8%	2.4%	31,360	+0.0%	$8.5M
AMZNAmazon Com Inc Com	1.7%	2.2%	34,383	-0.0%	$8.2M
AGGIshares Tr	1.5%	2.3%	73,969	-0.2%	$7.3M
SECUBlackrock ETF Trust II	1.3%	—	122,105	—	$6.1M
SPSBSpdr Series Trust	1.0%	1.6%	166,168	-1.1%	$5.0M
MUMicron Technology Inc	1.0%	0.4%	4,200	+0.0%	$4.8M
GOOGAlphabet Inc	1.0%	0.8%	13,521	+55.0%	$4.8M
USBUS Bancorp Del	0.9%	1.2%	74,102	-0.5%	$4.5M
SOSouthern Co.	0.7%	1.1%	36,682	-0.2%	$3.5M
SHYiShs Lehman 1-3Tsy	0.7%	1.0%	40,483	-0.5%	$3.3M
CLColgate Palmolive Co	0.7%	1.0%	36,152	-0.1%	$3.3M
AMDAdvanced Micro Devices Inc	0.7%	0.4%	5,534	+0.0%	$3.2M
TSLATesla Inc Com	0.7%	0.5%	7,613	+61.5%	$3.2M
PRUPrudential Finl Inc Com	0.6%	0.6%	28,526	+49.6%	$3.1M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.5%	5,552	+56.3%	$2.8M
MDTMedtronic PLC	0.6%	1.0%	35,276	+0.0%	$2.8M
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.6%	0.8%	3,918	-1.9%	$2.8M
PEPPepsico Inc	0.6%	0.9%	19,548	+0.1%	$2.6M
SWKStanley Black & Decker Inc.	0.5%	0.7%	27,180	-12.5%	$2.6M
KMBKimberly-Clark Corporation	0.5%	0.7%	22,215	+0.1%	$2.4M
DDominion Energy Inc	0.5%	0.7%	35,566	-0.5%	$2.4M
ABBVAbbvie Inc	0.5%	0.6%	9,550	+0.0%	$2.4M
UNHUnitedhealth Group Inc Com	0.5%	0.5%	5,339	-14.4%	$2.2M
CAGConagra Brands Inc	0.5%	0.8%	163,266	+0.1%	$2.2M
TOTLSsga Active ETF Tr	0.5%	0.7%	54,832	-0.4%	$2.2M
AMGNAmgen Inc Com	0.4%	0.6%	5,665	+0.1%	$2.1M
MMM3m Co Com	0.4%	0.6%	12,639	-0.8%	$2.0M
SLVIshares Silver Tr	0.4%	—	34,442	—	$1.8M
HONHoneywell International Inc.	0.4%	—	8,118	—	$1.8M
GLDSpdr Gold Shares	0.4%	0.3%	4,878	+123.9%	$1.8M
HONAHoneywell Aerospace Inc.	0.4%	—	8,118	—	$1.8M
TAt&t Inc Com	0.4%	0.7%	81,865	+0.1%	$1.7M
METAMeta Platforms Inc Class A	0.3%	0.5%	2,829	+0.0%	$1.6M
ISRGIntuitive Surgical Inc	0.3%	0.6%	3,899	+0.0%	$1.6M
TGTTarget Corp Com	0.3%	—	11,776	—	$1.5M
MRKMerck & Co. Inc	0.3%	—	11,900	—	$1.5M

What All Terrain Financial Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

EEM Ishares+255.1% shares
FLTR Vaneck ETF Trust+139.6% shares
GLD Spdr Gold Shares+123.9% shares
IWM Ishares+99.4% shares
TSLA Tesla Inc Com+61.5% shares
EFA iShs MSCI EAFE+58.6% shares
BRK-B Berkshire Hathaway Inc Del+56.3% shares
GOOG Alphabet Inc+55.0% shares

Reduced

INTC Intel Corp-32.4% shares
UNH Unitedhealth Group Inc Com-14.4% shares
SWK Stanley Black & Decker Inc.-12.5% shares

Left the top 50

Share counts compared with the Q1 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: +19.9% /yr; S&P 500 +20.1%
3 years: +16.4% /yr; S&P 500 +20.4%
5 years: +8.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 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
Q2 2026	$475.8M	106
Q1 2026	$320.7M	96
Q4 2025	$325.7M	97
Q3 2025	$310.1M	94
Q2 2025	$275.7M	86
Q1 2025	$256.6M	82
Q4 2024	$256.9M	84
Q3 2024	$261.2M	80
Q2 2024	$237.8M	82
Q1 2024	$232.0M	81
Q4 2023	$216.9M	77
Q3 2023	$197.6M	73

Questions about All Terrain Financial Advisors, LLC's portfolio

What stocks does All Terrain Financial Advisors, LLC own?

All Terrain Financial Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 106 positions worth $475.8M. The largest are Ishares (IWM) at 16.8%, Spdr S&p 500 ETF Tr (SPY) at 15.5%, Lowes Cos Inc (LOW) at 5.5%, Ishares (EEM) at 5.3% and Apple Inc (AAPL) at 4.1%.

What did All Terrain Financial Advisors, LLC buy last quarter?

In Q2 2026, All Terrain Financial Advisors, LLC added Ishares (EEM) (+255.1% shares), Vaneck ETF Trust (FLTR) (+139.6% shares) and Spdr Gold Shares (GLD) (+123.9% shares), compared with its Q1 2026 filing.

What did All Terrain Financial Advisors, LLC sell last quarter?

In Q2 2026, All Terrain Financial Advisors, LLC cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Ishares Bitcoin Trust ETF (IBIT), cut from its top 50 Clorox Co Del (CLX), cut from its top 50 Procter & Gamble Co Com (PG), Intel Corp (INTC) (-32.4% shares), Unitedhealth Group Inc Com (UNH) (-14.4% shares) and Stanley Black & Decker Inc. (SWK) (-12.5% shares), compared with its Q1 2026 filing.

How has All Terrain Financial Advisors, LLC's portfolio performed?

A portfolio copying All Terrain Financial Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.9% against +20.1%. Over 5 years: +8.0% a year against +11.6%.

When is All Terrain Financial Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. All Terrain Financial Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does All Terrain Financial Advisors, LLC manage?

All Terrain Financial Advisors, LLC reported $379.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $475.8M.