StockDriftsStockDriftsTop 50 Lasalle St Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 11.42% | 252.5K | $93.4M | +0.11%(+267) | $314.37(+21.95%) | 2026-06-30 | |
| SHV | ISHARES TR | 5.6% | 414.9K | $45.8M | +7.95%(+30.57K) | $110.08(+0.14%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.35% | 317.9K | $27.4M | -4.98%(-16.67K) | $53.62(+66.31%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.09% | 116.0K | $25.3M | +1.71%(+1.94K) | $158.57(+43.48%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.02% | 123.6K | $24.7M | -0.74%(-918) | $145.75(+55.10%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.73% | 77.2K | $22.3M | +0.18%(+135) | $209.73(+45.61%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.42% | 26.5K | $19.8M | +11.69%(+2.77K) | $618.77(+25.31%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.16% | 211.1K | $17.7M | +1.82%(+3.76K) | $68.71(+25.38%) | 2026-06-30 | |
| SWAN | AMPLIFY ETF TR | 2.01% | 492.8K | $16.4M | +4.02%(+19.03K) | $31.39(+7.96%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 1.43% | 154.6K | $11.7M | +34.80%(+39.91K) | $68.33(+21.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.87% | +32.63% | — | — | +36.36% |
| Top 20 Holdings Unweighted | +10.60% | +35.29% | — | — | +42.69% |
Lasalle St Investment Advisors LLC reports $818.11M in US-listed equity holdings across 429 positions in its most recent 13F filing. Its largest disclosed positions are VTI (11.4%), SHV (5.6%) and VUG (3.4%). The top 20 holdings account for 49.03% of reported assets. Its disclosed equity book has returned +32.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lasalle St Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966193). View Lasalle St Investment Advisors LLC’s 13F filings on SEC