Conrad Siegel Investment Advisors, Inc. Portfolio Holdings
Conrad Siegel Investment Advisors, Inc.
- $476 Million
- Q3 2025
Conrad Siegel Investment Advisors, Inc. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $476 Million distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $118M, Vanguard Index Fds S&P 500 ETF with a value of $99M, Ishares Tr with a value of $43.8M, Vanguard Mid Cap ETF with a value of $34.5M, and Vanguard Ftse Developed Market with a value of $30.8M.
Examining the 13F form we can see an increase of $30.5M in the current position value, from $446M to 476M.
Below you can find more details about Conrad Siegel Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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