All Terrain Financial Advisors, LLC
SEC Form 13F institutional filer · CIK 0001731358
13F-HR · 72 reported holdings · 2026-03-31
Reported long-US-equity value
$0.28B
Top-10 concentration
69.0%
All Terrain Financial Advisors, LLC — $283M AUM allocation strategy
All Terrain Financial Advisors, LLC files SEC Form 13F and reports $283M of long US equity value across 72 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 13.4%, followed by Consumer Discretionary 12.5% and Industrials 4.0%.
The top 10 holdings account for 69% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
All Terrain Financial Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$283M
total across 72 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
69% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$UNP +17.6K sh · +$4.44M+$NVDA +9.94K sh · +$1.23M+$T +6.02K sh · +$489K
Biggest trims (shares)
−$INTC −35.6K sh · −$488K−$USB −8.25K sh · −$541K−$CL −4.99K sh · −$169K
Exited to nil (held last quarter, gone now)
$JNJ ($1.84M last qtr)$HOOD ($424K last qtr)$PYPL ($403K last qtr)$BSX ($229K last qtr)$V ($205K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Home Improvement Retail10.0%—
- Technology Hardware, Storage & Peripherals6.0%—
- Semiconductors4.9%—
- Rail Transportation2.7%—
- Broadline Retail2.6%—
- Systems Software2.4%—
- Diversified Banks1.4%—
- Industrial Conglomerates1.3%—
- Other holdings68.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
5 of 5 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $LOW | Lowe's Companies Inc | 120K | $28.3M | +0 | 10.0% |
| $AAPL | Apple Inc | 66.9K | $17M | +1.65K | 6.0% |
| $NVDA | NVIDIA Corporation | 51.8K | $9.03M | +9.94K | 3.2% |
| $UNP | Union Pacific Corporation | 31.4K | $7.61M | +17.6K | 2.7% |
| $AMZN | Amazon.com Inc | 34.4K | $7.16M | -684 | 2.5% |
…and 67 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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