Conrad Siegel Investment Advisors, Inc.
All 13F Filings
- Location
- Harrisburg, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 554,047
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 63 | 554,047 | 13F-HR | Conrad Siegel Investment Advisors, Inc. |
| Q4 2025 | 1/14/2026 | 59 | 527,251 | 13F-HR | Conrad Siegel Investment Advisors, Inc. |
| Q3 2025 | 10/16/2025 | 57 | 476,361 | 13F-HR | Conrad Siegel Investment Advisors, Inc. |
| Q2 2025 | 7/14/2025 | 53 | 445,767 | 13F-HR | Conrad Siegel Investment Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.35 K | 3.5% | 0 | 336.9 K | -336.9 K |
| ETFs | 527.2 K | 95.2% | 361.1 K | 0 | 361.1 K |
| Debt | 7.501 K | 1.4% | 2.656 K | 0 | 2.656 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
554,047
Holdings
63
QoQ value change ($000)
26,796
(5.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.