Lansing Street Advisors
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Lansing Street Advisors reported 138 stock positions worth $388.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 18.1% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 4.5%) and McDonald's (MCD, 4.2%). Compared with Q3 2025, it opened 9 new positions, sold out of 12, added to 72 and reduced 50. The biggest buy was a new position in Invesco Nasdaq 100 ETF (QQQM) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- AMBLER, PA
- CIK
- 0001926571
- Portfolio Value
- $388.7M (Q4 2025)
- SEC Filing
- 0001926571-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 138 stocks · $388.7M
| VOO Vanguard S&P 500 ETF | 18.06% | 111,946 | $70.2M | Reduce -1.1% |
| IVW iShares S&P 500 Growth ETF | 4.53% | 142,692 | $17.6M | Add +5.8% |
| MCD McDonald's Corp. | 4.18% | 53,205 | $16.3M | Add +0.6% |
| VCRB Vanguard Core Bond ETF | 3.92% | 195,488 | $15.2M | Add +5.4% |
| IVE iShares S&P 500 Value ETF | 3.75% | 68,716 | $14.6M | Add +13.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.48% | 27,743 | $13.5M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.43% | 19,480 | $13.3M | Add +1.3% |
| CMG Chipotle Mexican Grill Inc. | 2.82% | 296,043 | $11.0M | Reduce 0.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.81% | 51,620 | $10.9M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 2.76% | 31,997 | $10.7M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.57% | 16,239 | $10.0M | Reduce -34.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.37% | 48,312 | $9.2M | Add +1.0% |
| IEMG iShares Core MSCI Emerging | 2.26% | 130,952 | $8.8M | Add +21.3% |
| VEA Vanguard Ftse Developed ETF | 2.06% | 127,975 | $8.0M | Add +1.5% |
| EFV iShares MSCI Eafe Value ETF | 1.97% | 107,388 | $7.7M | Add +2.7% |
| QQQM Invesco Nasdaq 100 ETF | 1.44% | 22,168 | $5.6M | New |
| IWM iShares Russell 2000 ETF | 1.21% | 19,093 | $4.7M | Add +1.6% |
| BND Vanguard Total Bond Market | 1.21% | 63,413 | $4.7M | Add +1.3% |
| AAPL Apple Inc. | 1.20% | 17,190 | $4.7M | Add +1.5% |
| FRDM Freedom 100 Emeging MRKT ETF | 1.19% | 90,316 | $4.6M | Add +27.7% |
| MSFT Microsoft Corp. | 1.14% | 9,148 | $4.4M | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 1.06% | 13,200 | $4.1M | Reduce -9.2% |
| IWB iShares Russell 1000 ETF | 0.99% | 10,286 | $3.8M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.95% | 5,374 | $3.7M | Add +0.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.93% | 40,456 | $3.6M | Reduce -11.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.85% | 45,147 | $3.3M | Reduce -21.8% |
| FBTC Fidelity Wise Origin Bitcoin | 0.81% | 41,375 | $3.2M | New |
| MS Morgan Stanley | 0.59% | 12,911 | $2.3M | Add +1.3% |
| PGEN Precigen Inc. | 0.59% | 547,038 | $2.3M | No change |
| ECH iShares MSCI Chile ETF | 0.58% | 55,949 | $2.3M | Add +11.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.54% | 40,092 | $2.1M | Add +36.8% |
| DFAX Dimensional World Ex US Core | 0.54% | 64,214 | $2.1M | Add +0.7% |
| TLH iShares 10-20 Year Treasury | 0.54% | 20,506 | $2.1M | Add +12.7% |
| AMZN Amazon.com Inc. | 0.53% | 8,934 | $2.1M | Add +45.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.53% | 17,976 | $2.0M | Reduce -45.6% |
| KKR KKR & Co. Inc. | 0.52% | 15,788 | $2.0M | Reduce -0.1% |
| GLD SPDR Gold Shares | 0.52% | 5,069 | $2.0M | No change |
| NVDA Nvidia Corp. | 0.51% | 10,717 | $2.0M | Reduce -0.5% |
| MUB iShares National Muni Bond E | 0.50% | 18,150 | $1.9M | Reduce -3.5% |
| MTZ Mastec Inc. | 0.49% | 8,761 | $1.9M | No change |
| LLY Eli Lilly & Co. | 0.47% | 1,713 | $1.8M | Reduce -7.5% |
| IBIT iShares Bitcoin Trust ETF | 0.47% | 36,746 | $1.8M | Reduce -63.6% |
| COLO Global X MSCI Colombia ETF | 0.47% | 48,338 | $1.8M | Reduce -0.8% |
| TSLA Tesla Inc. | 0.46% | 4,002 | $1.8M | Reduce -0.2% |
| RPV Invesco S&P 500 Pure Value E | 0.44% | 16,529 | $1.7M | Add +0.0% |
| SLV iShares Silver Trust | 0.42% | 25,435 | $1.6M | Reduce -25.0% |
| DTH Wisdomtree International Hig | 0.41% | 31,236 | $1.6M | Add +2.4% |
| VIG Vanguard Dividend Apprec ETF | 0.39% | 6,983 | $1.5M | Add +0.3% |
| CEG Constellation Energy | 0.38% | 4,195 | $1.5M | Reduce -1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 25,834 | $1.4M | Add +1.1% |
| CB Chubb Ltd. | 0.36% | 4,506 | $1.4M | Add +1.5% |
| EWZ iShares MSCI Brazil ETF | 0.36% | 43,894 | $1.4M | Add +3.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.36% | 27,455 | $1.4M | Reduce -0.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.34% | 11,511 | $1.3M | Reduce -4.2% |
| AMGN Amgen Inc. | 0.33% | 3,932 | $1.3M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.33% | 6,160 | $1.3M | Add +1.0% |
| META Meta Platforms Inc. Class A | 0.32% | 1,913 | $1.3M | Reduce -0.7% |
| SDY SS SPDR S&P Dividend ETF | 0.32% | 9,031 | $1.3M | Reduce -1.5% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 19,005 | $1.3M | Add +0.2% |
| XLG Invesco S&P 500 Top 50 ETF | 0.32% | 21,154 | $1.3M | Reduce -4.3% |
| GOOG Alphabet Inc. Class C | 0.32% | 3,985 | $1.3M | Add +0.2% |
| IETC iShares U.S. Tech Independen | 0.32% | 12,208 | $1.2M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.31% | 10,167 | $1.2M | Add +0.5% |
| COST Costco Wholesale Corp. | 0.31% | 1,385 | $1.2M | Add +9.0% |
| AMD Advanced Micro Devices | 0.29% | 5,328 | $1.1M | Add +1.0% |
| IUSV iShares Core S&P U.S. Value | 0.27% | 10,051 | $1.0M | Reduce -1.2% |
| XLF SS Financial Select Sector | 0.26% | 18,587 | $1.0M | Reduce -11.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.26% | 4,036 | $1.0M | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 0.26% | 10,323 | $991K | Add +1.8% |
| JEF Jefferies Financial Group Inc. | 0.25% | 15,723 | $974K | New |
| HD Home Depot Inc. | 0.25% | 2,805 | $965K | Reduce -4.2% |
| INMU iShares Intermediate Muni Inc. | 0.24% | 39,470 | $949K | Add +39.6% |
| CTAS Cintas Corp. | 0.24% | 5,006 | $941K | Add +57.6% |
| GS Goldman Sachs Group Inc. | 0.24% | 1,053 | $925K | Add +98.7% |
| VOOG Vanguard S&P 500 Growth ETF | 0.23% | 2,035 | $905K | Add +0.1% |
| SYSB iShares Systematic Bond ETF | 0.23% | 10,021 | $899K | New |
| JPM JPMorgan Chase & Co. | 0.21% | 2,583 | $832K | Add +0.3% |
| AVGO Broadcom Inc. | 0.21% | 2,400 | $831K | Add +1.5% |
| EMGF iShares Emerging Markets Equ | 0.21% | 14,242 | $824K | Reduce -6.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.21% | 14,226 | $808K | Reduce -16.0% |
| SAP Sap SE-Sponsored ADR | 0.20% | 3,268 | $794K | Add +70.5% |
| OEF iShares S&P 100 ETF | 0.19% | 2,184 | $749K | Reduce -4.2% |
| ISRG Intuitive Surgical Inc. | 0.19% | 1,314 | $744K | Reduce -4.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.19% | 15,784 | $735K | Reduce -3.3% |
| PH Parker Hannifin Corp. | 0.18% | 809 | $711K | Add +0.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.17% | 614 | $657K | Add +32.3% |
| FID First Trust S&P Internationa | 0.17% | 31,921 | $656K | Add +10.2% |
| HYD Vaneck High Yield Muni ETF | 0.16% | 12,491 | $639K | Add +11.3% |
| MCO Moody's Corp. | 0.16% | 1,189 | $607K | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.15% | 22,653 | $600K | Reduce -5.3% |
| IT Gartner Inc. | 0.14% | 2,234 | $564K | Add +3.8% |
| IEV iShares Europe ETF | 0.14% | 8,161 | $560K | Reduce -9.3% |
| BMY Bristol-Myers Squibb Co. | 0.14% | 10,193 | $550K | Reduce -0.7% |
| EXC Exelon Corp. | 0.14% | 12,603 | $549K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 6,654 | $531K | Add +1.5% |
| AXP American Express Co. | 0.13% | 1,410 | $522K | New |
| SEIC Sei Investments Company | 0.13% | 6,316 | $521K | No change |
| XOM Exxon Mobil Corp. | 0.13% | 4,297 | $517K | Add +1.6% |
| WMT Walmart Inc. | 0.13% | 4,545 | $507K | Add +1.9% |
| ETHA iShares Ethereum Trust ETF | 0.13% | 22,486 | $504K | Reduce -25.1% |
Options reported separately and not counted above: KKR puts ($2.0M), AAPL puts ($897K).
Portfolio Sells Q3 2025 → Q4 2025
| QQQ Invesco QQQ Trust Series 1 | Reduce -34.3% | 2.57% | −1.38 |
| IBIT iShares Bitcoin Trust ETF | Reduce -63.6% | 0.47% | −1.27 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -45.6% | 0.53% | −0.47 |
| VOO Vanguard S&P 500 ETF | Reduce -1.1% | 18.06% | −0.40 |
| CI The Cigna Group | Sold out | 0.00% | −0.35 |
| CMG Chipotle Mexican Grill Inc. | Reduce 0.0% | 2.82% | −0.26 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -21.8% | 0.85% | −0.24 |
| URA Global X Uranium ETF | Sold out | 0.00% | −0.17 |
| FIG Figma Inc. Class A | Sold out | 0.00% | −0.17 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.16 |
| GE General Electric | Reduce -65.1% | 0.08% | −0.16 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -11.3% | 0.93% | −0.15 |
| ETHA iShares Ethereum Trust ETF | Reduce -25.1% | 0.13% | −0.12 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.10 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.10 |
| IPO Renaissance Ipo ETF | Sold out | 0.00% | −0.07 |
| T AT&T Inc. | Sold out | 0.00% | −0.07 |
| HD Home Depot Inc. | Reduce -4.2% | 0.25% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.2% | 2.81% | −0.06 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.06 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.06 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.06 |
| IMCG iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 0.32% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -24.4% | 0.12% | −0.05 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -16.0% | 0.21% | −0.04 |
| XLF SS Financial Select Sector | Reduce -11.3% | 0.26% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -3.5% | 0.50% | −0.03 |
| KKR KKR & Co. Inc. | Reduce -0.1% | 0.52% | −0.03 |
| NVDA Nvidia Corp. | Reduce -0.5% | 0.51% | −0.02 |
| SUB iShares Short-Term National | Reduce -20.8% | 0.06% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.5% | 0.32% | −0.02 |
| EMGF iShares Emerging Markets Equ | Reduce -6.6% | 0.21% | −0.02 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -5.3% | 0.15% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -4.2% | 0.34% | −0.02 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -4.3% | 0.32% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -3.3% | 0.19% | −0.01 |
| IEV iShares Europe ETF | Reduce -9.3% | 0.14% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -15.3% | 0.06% | −0.01 |
| BLK BlackRock Inc. | Reduce -3.9% | 0.07% | −0.01 |
| IETC iShares U.S. Tech Independen | Reduce -0.1% | 0.32% | −0.01 |
| DIS The Walt Disney Co. | Reduce -9.8% | 0.08% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.5% | 0.36% | −0.01 |
| TSLA Tesla Inc. | Reduce -0.2% | 0.46% | −0.01 |
| HON Honeywell International Inc. | Reduce -3.9% | 0.06% | −0.01 |
| OEF iShares S&P 100 ETF | Reduce -4.2% | 0.19% | −0.01 |
| HTZ Hertz Global Hldgs Inc. | Reduce -11.8% | 0.01% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 0.11% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -5.3% | 0.06% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Reduce -1.2% | 0.27% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| QQQM Invesco Nasdaq 100 ETF | New | 1.44% | +1.44 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.81% | +0.81 |
| IVE iShares S&P 500 Value ETF | Add +13.3% | 3.75% | +0.42 |
| IEMG iShares Core MSCI Emerging | Add +21.3% | 2.26% | +0.38 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +27.7% | 1.19% | +0.36 |
| JEF Jefferies Financial Group Inc. | New | 0.25% | +0.25 |
| SYSB iShares Systematic Bond ETF | New | 0.23% | +0.23 |
| IVW iShares S&P 500 Growth ETF | Add +5.8% | 4.53% | +0.20 |
| AMZN Amazon.com Inc. | Add +45.5% | 0.53% | +0.17 |
| MCO Moody's Corp. | New | 0.16% | +0.16 |
| ECH iShares MSCI Chile ETF | Add +11.9% | 0.58% | +0.14 |
| AXP American Express Co. | New | 0.13% | +0.13 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +36.8% | 0.54% | +0.13 |
| GS Goldman Sachs Group Inc. | Add +98.7% | 0.24% | +0.13 |
| CALM Cal-Maine Foods Inc. | New | 0.10% | +0.10 |
| EFV iShares MSCI Eafe Value ETF | Add +2.7% | 1.97% | +0.09 |
| CTAS Cintas Corp. | Add +57.6% | 0.24% | +0.07 |
| SAP Sap SE-Sponsored ADR | Add +70.5% | 0.20% | +0.07 |
| AMD Advanced Micro Devices | Add +1.0% | 0.29% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 0.32% | +0.06 |
| INMU iShares Intermediate Muni Inc. | Add +39.6% | 0.24% | +0.06 |
| VCRB Vanguard Core Bond ETF | Add +5.4% | 3.92% | +0.06 |
| AAPL Apple Inc. | Add +1.5% | 1.20% | +0.06 |
| DELL Dell Technologies -C | New | 0.06% | +0.06 |
| GLDM SPDR Gold Minishares Trust | New | 0.05% | +0.05 |
| MS Morgan Stanley | Add +1.3% | 0.59% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +1.5% | 2.06% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | Add +32.3% | 0.17% | +0.05 |
| TLH iShares 10-20 Year Treasury | Add +12.7% | 0.54% | +0.04 |
| CB Chubb Ltd. | Add +1.5% | 0.36% | +0.03 |
| JNJ Johnson & Johnson | Add +1.0% | 0.33% | +0.03 |
| CSCO Cisco Systems Inc. | Add +29.1% | 0.09% | +0.03 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +34.4% | 0.11% | +0.03 |
| PH Parker Hannifin Corp. | Add +0.6% | 0.18% | +0.02 |
| MRK Merck & Co. Inc. | Add +1.3% | 0.11% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.3% | 3.43% | +0.02 |
| FID First Trust S&P Internationa | Add +10.2% | 0.17% | +0.02 |
| DTH Wisdomtree International Hig | Add +2.4% | 0.41% | +0.02 |
| BAC Bank of America Corp. | Add +1.1% | 0.37% | +0.02 |
| HYD Vaneck High Yield Muni ETF | Add +11.3% | 0.16% | +0.01 |
| UPS United Parcel Service Class B | Add +0.9% | 0.09% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +21.3% | 0.07% | +0.01 |
| DFAX Dimensional World Ex US Core | Add +0.7% | 0.54% | +0.01 |
| RTX RTX Corp. | Add +1.3% | 0.13% | +0.01 |
| WMT Walmart Inc. | Add +1.9% | 0.13% | +0.01 |
| EWZ iShares MSCI Brazil ETF | Add +3.0% | 0.36% | +0.01 |
| AVGO Broadcom Inc. | Add +1.5% | 0.21% | +0.01 |
| GSL Global Ship Lease Inc. Class A | Add +1.7% | 0.06% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +11.3% | 0.08% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.6% | 0.13% | +0.01 |
Options Activity Q3 2025 → Q4 2025
| AAPL Apple Inc. | put | New | 3,300 | $897K |
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 |