Lansing Street Advisors
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Lansing Street Advisors reported 141 stock positions worth $376.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 18.5% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 4.3%) and McDonald's (MCD, 4.3%). Compared with Q2 2025, it opened 14 new positions, sold out of 7, added to 78 and reduced 41. The biggest buy was Vanguard Core Bond ETF (VCRB, shares +104%) and the biggest sale Chipotle Mexican Grill (CMG, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- AMBLER, PA
- CIK
- 0001926571
- Portfolio Value
- $376.8M (Q3 2025)
- SEC Filing
- 0001926571-25-000002 ↗ filed Nov 12, 2025
Holdings Value
Holdings 141 stocks · $376.8M
| VOO Vanguard S&P 500 ETF | 18.46% | 113,254 | $69.6M | Reduce -1.5% |
| IVW iShares S&P 500 Growth ETF | 4.32% | 134,847 | $16.3M | Add +19.6% |
| MCD McDonald's Corp. | 4.27% | 52,878 | $16.1M | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 3.94% | 24,716 | $14.9M | Add +6.0% |
| VCRB Vanguard Core Bond ETF | 3.86% | 185,395 | $14.5M | Add +104.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.50% | 27,484 | $13.2M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.41% | 19,229 | $12.8M | Reduce -0.2% |
| IVE iShares S&P 500 Value ETF | 3.33% | 60,678 | $12.5M | Add +33.0% |
| CMG Chipotle Mexican Grill Inc. | 3.08% | 296,047 | $11.6M | Reduce 0.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.88% | 51,716 | $10.8M | Add +6.5% |
| VTI VG Morningstar TS MKT ETF-US | 2.78% | 31,835 | $10.5M | Reduce -1.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.38% | 47,823 | $9.0M | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 2.01% | 126,096 | $7.6M | Reduce -5.4% |
| IEMG iShares Core MSCI Emerging | 1.89% | 107,981 | $7.1M | Add +36.9% |
| EFV iShares MSCI Eafe Value ETF | 1.88% | 104,539 | $7.1M | Add +51.4% |
| IBIT iShares Bitcoin Trust ETF | 1.74% | 100,829 | $6.6M | Add +97.2% |
| MSFT Microsoft Corp. | 1.24% | 9,043 | $4.7M | Add +4.5% |
| BND Vanguard Total Bond Market | 1.24% | 62,594 | $4.7M | Add +1.0% |
| IWM iShares Russell 2000 ETF | 1.21% | 18,794 | $4.5M | New |
| AAPL Apple Inc. | 1.14% | 16,939 | $4.3M | Add +16.0% |
| VEU Vanguard Ftse All-World Ex-U | 1.09% | 57,758 | $4.1M | Reduce -24.6% |
| DGRW Wisdomtree U.S. Quality Divi | 1.08% | 45,625 | $4.1M | Reduce -1.8% |
| EFG iShares MSCI Eafe Growth ETF | 1.00% | 33,034 | $3.8M | Reduce -18.0% |
| IWB iShares Russell 1000 ETF | 0.99% | 10,256 | $3.7M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.95% | 5,357 | $3.6M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 0.94% | 14,542 | $3.5M | Add +5.0% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.83% | 70,743 | $3.1M | Add +90.0% |
| KKR KKR & Co. Inc. | 0.55% | 15,800 | $2.1M | No change |
| MS Morgan Stanley | 0.54% | 12,749 | $2.0M | Reduce -3.3% |
| NVDA Nvidia Corp. | 0.53% | 10,769 | $2.0M | Add +33.5% |
| MUB iShares National Muni Bond E | 0.53% | 18,799 | $2.0M | Add +21.5% |
| DFAX Dimensional World Ex US Core | 0.53% | 63,758 | $2.0M | Add +0.6% |
| TLH iShares 10-20 Year Treasury | 0.50% | 18,190 | $1.9M | New |
| MTZ Mastec Inc. | 0.49% | 8,761 | $1.9M | Reduce -18.6% |
| GLD SPDR Gold Shares | 0.48% | 5,069 | $1.8M | New |
| PGEN Precigen Inc. | 0.48% | 547,038 | $1.8M | New |
| TSLA Tesla Inc. | 0.47% | 4,010 | $1.8M | Add +66.4% |
| ECH iShares MSCI Chile ETF | 0.44% | 49,976 | $1.6M | Reduce -2.0% |
| RPV Invesco S&P 500 Pure Value E | 0.44% | 16,524 | $1.6M | Reduce -7.7% |
| COLO Global X MSCI Colombia ETF | 0.42% | 48,726 | $1.6M | Add +0.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.41% | 29,308 | $1.6M | New |
| VIG Vanguard Dividend Apprec ETF | 0.40% | 6,965 | $1.5M | Reduce -6.2% |
| DTH Wisdomtree International Hig | 0.40% | 30,498 | $1.5M | Add +23.1% |
| SLV iShares Silver Trust | 0.38% | 33,916 | $1.4M | Add +39.9% |
| META Meta Platforms Inc. Class A | 0.38% | 1,927 | $1.4M | Add +13.6% |
| LLY Eli Lilly & Co. | 0.37% | 1,851 | $1.4M | Add +3.2% |
| CEG Constellation Energy | 0.37% | 4,244 | $1.4M | Add +0.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.37% | 27,599 | $1.4M | Reduce -29.1% |
| AMZN Amazon.com Inc. | 0.36% | 6,141 | $1.3M | Reduce -2.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.35% | 12,009 | $1.3M | Reduce -73.8% |
| CI The Cigna Group | 0.35% | 4,588 | $1.3M | Add +6.9% |
| EWZ iShares MSCI Brazil ETF | 0.35% | 42,623 | $1.3M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 25,546 | $1.3M | Add +6.2% |
| SDY SS SPDR S&P Dividend ETF | 0.34% | 9,171 | $1.3M | Reduce -12.3% |
| XLG Invesco S&P 500 Top 50 ETF | 0.34% | 22,117 | $1.3M | Reduce -0.7% |
| CB Chubb Ltd. | 0.33% | 4,440 | $1.3M | Add +7.0% |
| IETC iShares U.S. Tech Independen | 0.33% | 12,223 | $1.2M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.33% | 18,972 | $1.2M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 0.32% | 10,120 | $1.2M | Reduce -1.0% |
| HD Home Depot Inc. | 0.31% | 2,928 | $1.2M | Add +2.4% |
| COST Costco Wholesale Corp. | 0.31% | 1,271 | $1.2M | Add +7.2% |
| JNJ Johnson & Johnson | 0.30% | 6,099 | $1.1M | Add +5.1% |
| XLF SS Financial Select Sector | 0.30% | 20,947 | $1.1M | Add +15.0% |
| AMGN Amgen Inc. | 0.29% | 3,937 | $1.1M | Add +1.4% |
| MTUM iShares MSCI USA Momentum Fa | 0.27% | 4,026 | $1.0M | Add +0.3% |
| IUSV iShares Core S&P U.S. Value | 0.27% | 10,177 | $1.0M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.26% | 3,978 | $969K | Add +82.1% |
| EFA iShares MSCI Eafe ETF | 0.25% | 10,139 | $947K | No change |
| ETHA iShares Ethereum Trust ETF | 0.25% | 30,001 | $945K | Add +15.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.25% | 16,942 | $937K | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 2,996 | $902K | Reduce -13.5% |
| VOOG Vanguard S&P 500 Growth ETF | 0.23% | 2,033 | $885K | New |
| EMGF iShares Emerging Markets Equ | 0.23% | 15,248 | $863K | Reduce -73.7% |
| AMD Advanced Micro Devices | 0.23% | 5,274 | $853K | Add +3.5% |
| JPM JPMorgan Chase & Co. | 0.22% | 2,576 | $812K | Add +10.8% |
| AVGO Broadcom Inc. | 0.21% | 2,364 | $780K | Add +24.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.20% | 16,320 | $762K | Reduce -82.5% |
| OEF iShares S&P 100 ETF | 0.20% | 2,280 | $759K | Reduce -0.8% |
| INMU iShares Intermediate Muni Inc. | 0.18% | 28,269 | $677K | New |
| CTAS Cintas Corp. | 0.17% | 3,177 | $652K | Reduce -1.3% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.17% | 23,910 | $644K | Reduce -50.6% |
| URA Global X Uranium ETF | 0.17% | 13,359 | $637K | No change |
| UNH Unitedhealth Group Inc. | 0.17% | 1,826 | $630K | Add +136.8% |
| FIG Figma Inc. Class A | 0.17% | 12,013 | $623K | New |
| ISRG Intuitive Surgical Inc. | 0.16% | 1,368 | $612K | Add +3.6% |
| PH Parker Hannifin Corp. | 0.16% | 804 | $610K | Reduce -8.2% |
| ADI Analog Devices Inc. | 0.16% | 2,435 | $598K | Add +0.2% |
| IEV iShares Europe ETF | 0.16% | 8,994 | $589K | Reduce -6.9% |
| HYD Vaneck High Yield Muni ETF | 0.15% | 11,220 | $571K | Reduce -15.0% |
| FID First Trust S&P Internationa | 0.15% | 28,959 | $571K | No change |
| EXC Exelon Corp. | 0.15% | 12,603 | $567K | Add +0.5% |
| IT Gartner Inc. | 0.15% | 2,153 | $566K | Add +83.1% |
| SEIC Sei Investments Company | 0.14% | 6,316 | $536K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 6,556 | $524K | Add +1.1% |
| SAP Sap SE-Sponsored ADR | 0.14% | 1,917 | $512K | Reduce -1.3% |
| QUAL iShares MSCI USA Quality Fac | 0.13% | 2,490 | $484K | Reduce -4.2% |
| XOM Exxon Mobil Corp. | 0.13% | 4,228 | $477K | Add +9.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,645 | $464K | Add +5.5% |
| BMY Bristol-Myers Squibb Co. | 0.12% | 10,261 | $463K | Add +0.3% |
| WMT Walmart Inc. | 0.12% | 4,462 | $460K | Add +9.4% |
Options reported separately and not counted above: KKR puts ($101K).
Portfolio Sells Q2 2025 → Q3 2025
| CMG Chipotle Mexican Grill Inc. | Reduce 0.0% | 3.08% | −1.87 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -82.5% | 0.20% | −1.08 |
| VOO Vanguard S&P 500 ETF | Reduce -1.5% | 18.46% | −1.04 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -73.8% | 0.35% | −1.00 |
| EMGF iShares Emerging Markets Equ | Reduce -73.7% | 0.23% | −0.67 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -24.6% | 1.09% | −0.44 |
| BCD Abrdn Bloomberg All Commodit | Sold out | 0.00% | −0.43 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -18.0% | 1.00% | −0.35 |
| IWR iShares Russell Mid-Cap ETF | Reduce -81.0% | 0.06% | −0.29 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.4% | 2.01% | −0.26 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -50.6% | 0.17% | −0.21 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -29.1% | 0.37% | −0.20 |
| HYDB iShares High Yield Systemati | Sold out | 0.00% | −0.19 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.17 |
| DJP Ipath Bloomberg Commodity Inc. | Sold out | 0.00% | −0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 3.41% | −0.15 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.14 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.0% | 2.78% | −0.14 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.12 |
| TLT iShares 20+ Year Treasury BD | Reduce -44.3% | 0.09% | −0.09 |
| SDY SS SPDR S&P Dividend ETF | Reduce -12.3% | 0.34% | −0.08 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -1.8% | 1.08% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -3.4% | 0.95% | −0.07 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.07 |
| RPV Invesco S&P 500 Pure Value E | Reduce -7.7% | 0.44% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -6.2% | 0.40% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -2.1% | 0.36% | −0.05 |
| MTZ Mastec Inc. | Reduce -18.6% | 0.49% | −0.05 |
| HYD Vaneck High Yield Muni ETF | Reduce -15.0% | 0.15% | −0.05 |
| CTAS Cintas Corp. | Reduce -1.3% | 0.17% | −0.04 |
| ECH iShares MSCI Chile ETF | Reduce -2.0% | 0.44% | −0.04 |
| SAP Sap SE-Sponsored ADR | Reduce -1.3% | 0.14% | −0.04 |
| NKE Nike Inc. Class B | Reduce -17.6% | 0.10% | −0.04 |
| NOBL Proshares S&P 500 Dividend A | Reduce -12.3% | 0.10% | −0.03 |
| GE General Electric | Reduce -13.5% | 0.24% | −0.03 |
| IEV iShares Europe ETF | Reduce -6.9% | 0.16% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -8.2% | 0.16% | −0.02 |
| ISCV iShares Morningstar Small-Ca | Reduce -12.5% | 0.09% | −0.02 |
| MS Morgan Stanley | Reduce -3.3% | 0.54% | −0.02 |
| IETC iShares U.S. Tech Independen | Reduce -0.9% | 0.33% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.0% | 0.32% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.1% | 0.10% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -4.2% | 0.13% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -7.2% | 0.07% | −0.01 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -0.7% | 0.34% | −0.01 |
| OEF iShares S&P 100 ETF | Reduce -0.8% | 0.20% | −0.01 |
| IMCG iShares Morningstar Mid-Cap | Reduce -2.7% | 0.05% | −0.01 |
| IVLU iShares MSCI International V | Reduce -1.4% | 0.07% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| VCRB Vanguard Core Bond ETF | Add +104.3% | 3.86% | +1.76 |
| IWM iShares Russell 2000 ETF | New | 1.21% | +1.21 |
| IBIT iShares Bitcoin Trust ETF | Add +97.2% | 1.74% | +0.81 |
| IVE iShares S&P 500 Value ETF | Add +33.0% | 3.33% | +0.67 |
| IVW iShares S&P 500 Growth ETF | Add +19.6% | 4.32% | +0.62 |
| EFV iShares MSCI Eafe Value ETF | Add +51.4% | 1.88% | +0.58 |
| TLH iShares 10-20 Year Treasury | New | 0.50% | +0.50 |
| IEMG iShares Core MSCI Emerging | Add +36.9% | 1.89% | +0.48 |
| GLD SPDR Gold Shares | New | 0.48% | +0.48 |
| PGEN Precigen Inc. | New | 0.48% | +0.48 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.41% | +0.41 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +90.0% | 0.83% | +0.38 |
| AAPL Apple Inc. | Add +16.0% | 1.14% | +0.25 |
| TSLA Tesla Inc. | Add +66.4% | 0.47% | +0.25 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.23% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +5.0% | 0.94% | +0.21 |
| INMU iShares Intermediate Muni Inc. | New | 0.18% | +0.18 |
| FIG Figma Inc. Class A | New | 0.17% | +0.17 |
| NVDA Nvidia Corp. | Add +33.5% | 0.53% | +0.15 |
| SLV iShares Silver Trust | Add +39.9% | 0.38% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +82.1% | 0.26% | +0.14 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.12% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.0% | 3.94% | +0.11 |
| ETHA iShares Ethereum Trust ETF | Add +15.5% | 0.25% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +136.8% | 0.17% | +0.10 |
| SHYG iShares 0-5 YR HY Corp. Bond | New | 0.09% | +0.09 |
| UPS United Parcel Service Class B | New | 0.08% | +0.08 |
| IPO Renaissance Ipo ETF | New | 0.07% | +0.07 |
| VZ Verizon Communications Inc. | New | 0.06% | +0.06 |
| DTH Wisdomtree International Hig | Add +23.1% | 0.40% | +0.06 |
| GSL Global Ship Lease Inc. Class A | New | 0.05% | +0.05 |
| AVGO Broadcom Inc. | Add +24.8% | 0.21% | +0.05 |
| MUB iShares National Muni Bond E | Add +21.5% | 0.53% | +0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +6.5% | 2.88% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +67.6% | 0.11% | +0.04 |
| JNJ Johnson & Johnson | Add +5.1% | 0.30% | +0.04 |
| VXUS Vanguard Total Intl Stock | Add +51.8% | 0.10% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +16.0% | 0.11% | +0.02 |
| XLF SS Financial Select Sector | Add +15.0% | 0.30% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +10.8% | 0.22% | +0.01 |
| AMD Advanced Micro Devices | Add +3.5% | 0.23% | +0.01 |
| C Citigroup Inc. | Add +5.1% | 0.10% | +0.01 |
| BAC Bank of America Corp. | Add +6.2% | 0.35% | +0.01 |
| IT Gartner Inc. | Add +83.1% | 0.15% | +0.01 |
| RTX RTX Corp. | Add +5.0% | 0.12% | +0.01 |
| BLK BlackRock Inc. | Add +8.8% | 0.08% | +0.01 |
| WMT Walmart Inc. | Add +9.4% | 0.12% | +0.00 |
| DIS The Walt Disney Co. | Add +26.3% | 0.09% | +0.00 |
| META Meta Platforms Inc. Class A | Add +13.6% | 0.38% | +0.00 |
| HD Home Depot Inc. | Add +2.4% | 0.31% | +0.00 |
Options Activity Q2 2025 → Q3 2025
| KKR KKR & Co. Inc. | put | New | 15,600 | $101K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 166 | $469.5M | VOO, SPY, VCRB, IVW, IVE |
| Q1 2026 | 150 | $396.3M | VOO, VCRB, MCD, IVW, IVE |
| Q4 2025 | 138 | $388.7M | VOO, IVW, MCD, VCRB, IVE |
| Q3 2025 | 141 | $376.8M | VOO, IVW, MCD, QQQ, VCRB |
| Q2 2025 | 134 | $335.8M | VOO, CMG, MCD, QQQ, IVW |
| Q1 2025 | 135 | $298.8M | VOO, MCD, CMG, QQQ, VEA |
| Q4 2024 | 125 | $287.0M | VOO, CMG, MCD, QQQ, VUG |
| Q3 2024 | 119 | $271.7M | VOO, CMG, MCD, SPY, VEA |
| Q2 2024 | 105 | $239.9M | VOO, CMG, MCD, SPY, QQQ |
| Q1 2024 | 99 | $222.6M | VOO, CMG, MCD, SPY, IJS |