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LPF Advisors

Latest statistics and disclosures from LPF Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, BND, QQQ, VCIT, FBND, and represent 69.83% of LPF Advisors's stock portfolio.
Added to shares of these 10 stocks: VTI, BND, FBND, VCIT, QQQ, VOE, SCHC, ANGL, IJR, O.
Started 3 new stock positions in IEMG, O, MRNA.
Reduced shares in these 10 stocks: VOO, SCHD, AAPL, , HYBL, HD, RWJ, SRLN, RSP, MMD.
Sold out of its positions in HD, HYBL, TSLA.
LPF Advisors was a net buyer of stock by $4.6M.
LPF Advisors has $122M in assets under management (AUM), dropping by 2.20%.
Central Index Key (CIK): 0001799556

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Positions held by LPF Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LPF Advisors

LPF Advisors holds 34 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	25.0	$31M	+5%	111k	274.84	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	13.6	$17M	+6%	226k	73.45	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.7	$13M	+5%	28k	468.92	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	10.5	$13M	+5%	157k	81.76	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	10.0	$12M	+6%	269k	45.65	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	6.0	$7.3M	+7%	45k	160.54	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	5.8	$7.0M		77k	91.03	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	3.6	$4.4M	+8%	123k	35.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.7	$3.3M	-10%	117k	27.96	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.5	$3.1M	+9%	108k	28.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$2.2M	-22%	4.4k	513.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$2.2M	+12%	21k	104.57	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$809k		8.6k	93.66	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$721k		15k	49.62	View chart
Apple (AAPL)	0.4	$515k	-36%	2.3k	222.13	View chart
Mainstay Definedterm Mn Opp (MMD)	0.4	$467k		31k	15.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$461k		6.1k	75.65	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.3	$402k	-17%	9.9k	40.70	View chart
ConAgra Foods (CAG)	0.3	$388k		15k	26.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$303k		569.00	532.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$291k		1.1k	258.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$282k		4.8k	58.35	View chart
Microsoft Corporation (MSFT)	0.2	$276k		736.00	375.61	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$268k		1.3k	202.13	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$257k	-19%	6.3k	41.13	View chart
Lamb Weston Hldgs (LW)	0.2	$249k		4.7k	53.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$247k		2.5k	98.92	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$238k		1.3k	188.16	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$223k		2.5k	88.00	View chart
Realty Income (O)	0.2	$212k	NEW	3.7k	58.01	View chart
Moderna (MRNA)	0.2	$210k	NEW	7.4k	28.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$210k	-3%	1.2k	173.23	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$206k	NEW	3.8k	53.97	View chart
Hanesbrands (HBI)	0.1	$99k		17k	5.77	View chart

Past Filings by LPF Advisors

SEC 13F filings are viewable for LPF Advisors going back to 2023

LPF Advisors 2025 Q1 filed April 11, 2025
LPF Advisors 2024 Q4 filed Jan. 16, 2025
LPF Advisors 2024 Q3 filed Oct. 21, 2024
LPF Advisors 2024 Q2 filed July 12, 2024
LPF Advisors 2024 Q1 filed May 7, 2024
LPF Advisors 2023 Q4 filed May 6, 2024

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