Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LPF Advisors LLC (CIK 1799556) reported $122.2M across 34 reported positions in its SEC 13F filing for 2025-03-31. Largest positions: VTI ($30.5M, 24.99%), BND ($16.6M, 13.61%), QQQ ($13.1M, 10.69%), VCIT ($12.8M, 10.51%), FBND ($12.3M, 10.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $30.5M | 24.99% | 111,082 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $16.6M | 13.61% | 226,343 | Added |
| 3 | QQQ | INVESCO QQQ TR | $13.1M | 10.69% | 27,849 | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $12.8M | 10.51% | 156,979 | Added |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $12.3M | 10.03% | 268,452 | Added |
| 6 | VOE | VANGUARD INDEX FDS | $7.3M | 5.96% | 45,353 | Added |
| 7 | TLT | ISHARES TR | $7.0M | 5.76% | 77,310 | Added |
| 8 | SCHC | SCHWAB STRATEGIC TR | $4.4M | 3.60% | 122,492 | Added |
| 9 | SCHD | SCHWAB STRATEGIC TR | $3.3M | 2.68% | 116,933 | Trimmed |
| 10 | ANGL | VANECK ETF TRUST | $3.1M | 2.54% | 107,454 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $2.2M | 1.83% | 4,357 | Trimmed |
| 12 | IJR | ISHARES TR | $2.2M | 1.81% | 21,089 | Added |
| 13 | USMV | ISHARES TR | $808,570 | 0.66% | 8,633 | Trimmed |
| 14 | VTEB | VANGUARD MUN BD FDS | $721,029 | 0.59% | 14,531 | Hold |
| 15 | AAPL | APPLE INC | $515,341 | 0.42% | 2,320 | Trimmed |
| 16 | IEFA | ISHARES TR | $461,389 | 0.38% | 6,099 | Added |
| 17 | MMD | NYLI MACKAY DEFINEDTERM MUNI | $467,413 | 0.38% | 30,996 | Trimmed |
| 18 | RWJ | INVESCO EXCH TRADED FD TR II | $401,755 | 0.33% | 9,871 | Trimmed |
| 19 | CAG | CONAGRA BRANDS INC | $388,395 | 0.32% | 14,563 | Hold |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $303,040 | 0.25% | 569 | Hold |
| 21 | VO | VANGUARD INDEX FDS | $291,207 | 0.24% | 1,126 | Added |
| 22 | MSFT | MICROSOFT CORP | $276,449 | 0.23% | 736 | Hold |
| 23 | IJH | ISHARES TR | $281,657 | 0.23% | 4,827 | Added |
| 24 | MTUM | ISHARES TR | $268,226 | 0.22% | 1,327 | Added |
| 25 | SRLN | SSGA ACTIVE ETF TR | $257,145 | 0.21% | 6,252 | Trimmed |
Source: SEC Form 13F filings · as of 2025-03-31