Star Financial Bank Portfolio Holdings

Star Financial Bank

$169 Billion
Q3 2025

Star Financial Bank has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $169 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $21.1B, Vanguard Value ETF with a value of $14.5B, Bondbloxx ETF Tr 2 Yr Target D with a value of $9.1B, Blackrock ETF Trust Ii with a value of $7.68B, and Blackrock ETF Trust Ii with a value of $7.61B.

Examining the 13F form we can see an increase of $11.4B in the current position value, from $158B to 169B.

Star Financial Bank is based out at Fort Wayne, IN

Below you can find more details about Star Financial Bank portfolio as well as his latest detailed transactions.

Portfolio value $169 Billion

ETFs: $91.6 Billion

Technology: $12.2 Billion

Financial Services: $4.18 Billion

Consumer Cyclical: $3.42 Billion

Industrials: $3.42 Billion

Healthcare: $3.23 Billion

Communication Services: $2.62 Billion

Consumer Defensive: $2.31 Billion

Other: $3.72 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$21.1 Billion 12.46% of portfolio	44,991	Q3 2025 Reduced 4.98%
VTV Vanguard Value ETF ETFs	$0	$14.5 Billion 8.59% of portfolio	77,859	Q3 2025 Reduced 1.62%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$4.27 Billion 2.52% of portfolio	65,396	Q3 2025 Reduced 14.92%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$3.98 Billion 2.35% of portfolio	69,712	Q3 2025 Reduced 5.41%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$3.58 Billion 2.11% of portfolio	30,088	Q3 2025 Reduced 9.36%
HAWX Ishares Tr Currency Hedged Msc ETFs	$0	$3.55 Billion 2.1% of portfolio	93,816	Q3 2025 Reduced 10.13%
HDV Ishares Core High Dividend ETF ETFs	$0	$3.52 Billion 2.08% of portfolio	28,731	Q3 2025 Added 0.3%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$3.37 Billion 1.99% of portfolio	5,615	Q3 2025 Reduced 4.59%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$3.3 Billion 1.95% of portfolio	108,940	Q3 2025 Added 13.73%

IWD Ishares Russell 1000 Val ETF ETFs	$0	$2.78 Billion 1.64% of portfolio	13,654	Q3 2025 Reduced 4.41%
IVV Ishares Core S&P 500 ETF ETFs	$0	$2.07 Billion 1.22% of portfolio	3,086	Q3 2025 Added 1.48%
VB Vanguard Small Cap ETF ETFs	$0	$1.89 Billion 1.12% of portfolio	7,449	Q3 2025 Added 3.93%
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$1.8 Billion 1.07% of portfolio	74,137	Q3 2025 Reduced 49.4%
BAB Invesco ETF Tr Ii Taxable Mun ETFs	$0	$1.75 Billion 1.04% of portfolio	64,298	Q3 2025 Added 7.33%
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$1.48 Billion 0.87% of portfolio	57,891	Q3 2025 Reduced 54.92%
IEFA Ishares Tr ETFs	$0	$1.19 Billion 0.7% of portfolio	13,641	Q3 2025 Reduced 11.46%
IWM Ishares Russell 2000 ETF ETFs	$0	$1.11 Billion 0.66% of portfolio	4,581	Q3 2025 Reduced 7.81%
IWS Ishares Russell Midcap Value E ETFs	$0	$1.12 Billion 0.66% of portfolio	8,027	Q3 2025 Reduced 7.6%

SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$1.02 Billion 0.6% of portfolio	7,281	Q3 2025 Reduced 8.08%
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$940 Million 0.56% of portfolio	40,034	Q3 2025 Reduced 68.68%
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$828 Million 0.49% of portfolio	34,063	Q3 2025 Reduced 68.04%
IBDV Ishares Tr Technology	$0	$773 Million 0.46% of portfolio	34,893	Q3 2025 Reduced 69.85%
XLK Technology Sector Spdr ETFs	$0	$749 Million 0.44% of portfolio	2,656	Q3 2025 Reduced 0.19%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$742 Million 0.44% of portfolio	1,245	Q3 2025 Reduced 0.48%
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	$0	$748 Million 0.44% of portfolio	29,685	Q3 2025 Reduced 17.12%
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	$0	$737 Million 0.44% of portfolio	15,704	Q3 2025 Added 1.73%
VYMI Vanguard Whitehall Fds Intl Hi ETFs	$0	$713 Million 0.42% of portfolio	8,418	Q3 2025 Reduced 4.48%
AVUV American Centy ETF Tr Avantis ETFs	$0	$718 Million 0.42% of portfolio	7,214	Q3 2025 New
IBTJ Ishares Tr Ibonds Dec 2029 Tre ETFs	$0	$644 Million 0.38% of portfolio	29,321	Q3 2025 Reduced 73.29%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$614 Million 0.36% of portfolio	1,002	Q3 2025 Reduced 14.65%
FTA First Tr Large Cap Value ETFs	$0	$567 Million 0.34% of portfolio	6,801	Q2 2025 Added 121.1%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$576 Million 0.34% of portfolio	7,750	Q3 2025 Reduced 4.91%
IVOO Vanguard S&P Mid Cap 400 ETF ETFs	$0	$558 Million 0.33% of portfolio	5,057	Q3 2025 Added 0.86%
QQQE Direxion Nasdaq 100 Equal Weig ETFs	$0	$441 Million 0.26% of portfolio	4,336	Q2 2025 New
IBTL Ishares Tr Ibonds Dec 2031 Ter ETFs	$0	$443 Million 0.26% of portfolio	21,533	Q3 2025 Reduced 79.09%
HGER Harbor ETF Tr All Weather Infl	$0	$445 Million 0.26% of portfolio	17,260	Q3 2025 New
DVY Ishares Tr ETFs	$0	$404 Million 0.24% of portfolio	2,840	Q2 2025 New
XLF Financial Sector Spdr ETFs	$0	$410 Million 0.24% of portfolio	7,610	Q2 2025 Reduced 16.18%
XLY Select Sector Spdr Consumer Di ETFs	$0	$391 Million 0.23% of portfolio	1,633	Q2 2025 Reduced 14.59%
VEA Vanguard Ftse Developed Market ETFs	$0	$370 Million 0.22% of portfolio	6,167	Q3 2025 Reduced 34.11%
IBTG Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$352 Million 0.21% of portfolio	15,328	Q3 2025 Reduced 83.11%
IBTH Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$358 Million 0.21% of portfolio	15,909	Q3 2025 Reduced 83.05%
IBTI Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$359 Million 0.21% of portfolio	16,053	Q3 2025 Reduced 83.07%
IBTK Ishares Tr Ibonds Dec 2030 Ter Technology	$0	$353 Million 0.21% of portfolio	17,773	Q3 2025 Reduced 83.39%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$311 Million 0.18% of portfolio	3,246	Q3 2025 Reduced 7.81%
CATH Global X Fds Global X S&P 500 ETFs	$0	$296 Million 0.17% of portfolio	3,647	Q3 2024 New
IBTM Ishares Tr Ibonds Dec 2032 Ter	$0	$290 Million 0.17% of portfolio	12,539	Q3 2025 Reduced 84.86%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$269 Million 0.16% of portfolio	823	Q3 2025 New
NURE Nuveen Short Term Reit ETF ETFs	$0	$254 Million 0.15% of portfolio	8,835	Q2 2025 New
XLV Select Sector Spdr Fund Health ETFs	$0	$250 Million 0.15% of portfolio	1,799	Q2 2025 Reduced 11.25%

Summary

Portfolio
No. of Stocks 128
Current Value $169 Billion
Prior Value $158 Billion
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 17 stocks
Additional Purchases 35 stocks
Sold out of 0 stocks
Reduced holdings in 56 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Star Financial Bank, based on Form 13F filings with the SEC.

News

Stay updated on Star Financial Bank with notifications on news.

Account

Star Financial Bank Portfolio Holdings