StockDriftsStockDriftsTop 34 Lpf Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 24.99% | 111.1K | $30.5M | +5.79%(+6.08K) | — | 2025-03-31 | |
| BND | VANGUARD BD INDEX FDS | 13.61% | 226.3K | $16.6M | +6.02%(+12.86K) | — | 2025-03-31 | |
| QQQ | INVESCO QQQ TR | 10.69% | 27.8K | $13.1M | +5.16%(+1.37K) | — | 2025-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 10.51% | 157.0K | $12.8M | +5.37%(+8.00K) | — | 2025-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 10.03% | 268.5K | $12.3M | +6.44%(+16.25K) | — | 2025-03-31 | |
| VOE | VANGUARD INDEX FDS | 5.96% | 45.4K | $7.3M | +7.89%(+3.31K) | — | 2025-03-31 | |
| TLT | ISHARES TR | 5.76% | 77.3K | $7.0M | +1.29%(+986) | — | 2025-03-31 | |
| SCHC | SCHWAB STRATEGIC TR | 3.6% | 122.5K | $4.4M | +8.01%(+9.09K) | — | 2025-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.68% | 116.9K | $3.3M | -10.15%(-13.21K) | — | 2025-03-31 | |
| ANGL | VANECK ETF TRUST | 2.54% | 107.5K | $3.1M | +9.67%(+9.47K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Lpf Advisors Llc reports $122.17M in US-listed equity holdings across 34 positions in its most recent 13F filing. Its largest disclosed positions are VTI (25.0%), BND (13.6%) and QQQ (10.7%). Figures reflect the Q1 2025 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 Lpf Advisors Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1799556). View Lpf Advisors Llc’s 13F filings on SEC