LPF Advisors LLC
Top 10 holdings weight90.36%
Top 25 holdings weight98.45%
Positions above 1%12
Effective number of positions8.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
New positions3
Increased14
Decreased8
Closed0
Portfolio value
$122.2M
Positions
34
As of
March 31, 2025 Data as of Q1 2025
Sector breakdown
Full portfolio 34 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $30,529,560 | 24.99% | 111,082 | $104,212 | Up ×1 | ||
| BND | $16,624,902 | 13.61% | 226,343 | $1,273,120 | Up ×1 | ||
| QQQ | $13,059,063 | 10.69% | 27,849 | $-477,403 | Up ×1 | ||
| VCIT | $12,834,509 | 10.51% | 156,979 | $876,119 | Up ×1 | ||
| FBND | $12,254,852 | 10.03% | 268,452 | $938,552 | Up ×1 | ||
| VOE | $7,281,094 | 5.96% | 45,353 | $481,656 | Up ×1 | ||
| TLT | $7,037,575 | 5.76% | 77,310 | $372,215 | Up ×1 | ||
| SCHC | $4,394,993 | 3.60% | 122,492 | $502,809 | Up ×1 | ||
| SCHD | $3,269,462 | 2.68% | 116,933 | $-286,118 | Down ×1 | ||
| ANGL | $3,101,130 | 2.54% | 107,454 | $292,043 | Up ×1 | ||
| VOO | $2,238,869 | 1.83% | 4,357 | $-795,015 | Down ×1 | ||
| IJR | $2,205,316 | 1.81% | 21,089 | $54,043 | Up ×1 | ||
| USMV | $808,570 | 0.66% | 8,633 | $41,513 | Down ×1 | ||
| VTEB | $721,029 | 0.59% | 14,531 | $-7,410 | |||
| AAPL | $515,341 | 0.42% | 2,320 | $-401,948 | Down ×1 | ||
| MMD | $467,413 | 0.38% | 30,996 | $-1,112 | Down ×1 | ||
| IEFA | $461,389 | 0.38% | 6,099 | $33,384 | Up ×1 | ||
| RWJ | $401,755 | 0.33% | 9,871 | $-148,967 | Down ×1 | ||
| CAG | $388,395 | 0.32% | 14,563 | $-15,728 | |||
| BRK-B | $303,040 | 0.25% | 569 | $45,124 | |||
| VO | $291,207 | 0.24% | 1,126 | $-5,675 | Up ×1 | ||
| IJH | $281,657 | 0.23% | 4,827 | $-18,739 | Up ×1 | ||
| MSFT | $276,449 | 0.23% | 736 | $-33,869 | |||
| MTUM | $268,226 | 0.22% | 1,327 | $-5,943 | Up ×1 | ||
| SRLN | $257,145 | 0.21% | 6,252 | $-68,099 | Down ×1 | ||
| LW | $248,911 | 0.20% | 4,670 | $-63,185 | |||
| AGG | $246,510 | 0.20% | 2,492 | $5,035 | |||
| IWD | $237,646 | 0.19% | 1,263 | $3,827 | |||
| MOAT | $222,640 | 0.18% | 2,530 | $-11,954 | |||
| O | $211,738 | 0.17% | 3,650 | Up ×1 | |||
| MRNA | $210,441 | 0.17% | 7,423 | Up ×1 | |||
| RSP | $209,609 | 0.17% | 1,210 | $-9,253 | Down ×1 | ||
| IEMG | $206,275 | 0.17% | 3,822 | Up ×1 | |||
| HBI | $98,898 | 0.08% | 17,140 | $-40,622 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.