Lansing Street Advisors

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Lansing Street Advisors reported 166 stock positions worth $469.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.2% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.1%) and Vanguard Core Bond ETF (VCRB, 3.9%). Compared with Q1 2026, it opened 28 new positions, sold out of 12, added to 86 and reduced 44. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +69%) and the biggest sale Vanguard Core Bond ETF (VCRB, shares −9%).

Most Recent 13F
Q2 2026
Location
AMBLER, PA
CIK
0001926571
Portfolio Value
$469.5M (Q2 2026)
SEC Filing
0001926571-26-000003 ↗ filed Jul 24, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $222.6M Q1 2024 Q2 2024: $239.9M Q2 2024 Q3 2024: $271.7M Q3 2024 Q4 2024: $287.0M Q4 2024 Q1 2025: $298.8M Q1 2025 Q2 2025: $335.8M Q2 2025 Q3 2025: $376.8M Q3 2025 Q4 2025: $388.7M Q4 2025 Q1 2026: $396.3M Q1 2026 Q2 2026: $469.5M $469.5M Q2 2026

Holdings 166 stocks · $469.5M
VOO Vanguard S&P 500 ETF 16.23% 110,951 $76.2M Add +6.4%
SPY SS SPDR S&P 500 ETF Trust-US 5.08% 31,837 $23.8M Add +69.1%
VCRB Vanguard Core Bond ETF 3.87% 234,976 $18.1M Reduce -8.7%
IVW iShares S&P 500 Growth ETF 3.83% 130,898 $18.0M Reduce -8.6%
IVE iShares S&P 500 Value ETF 3.23% 66,848 $15.2M Reduce -5.4%
MCD McDonald's Corp. 3.06% 53,137 $14.4M Reduce -0.4%
IEMG iShares Core MSCI Emerging 2.98% 168,647 $14.0M Add +5.0%
VUG Vanguard Mrngstar GR ETF-Sui 2.77% 150,974 $13.0M Add +0.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 2.67% 51,593 $12.5M Add +0.3%
VEA Vanguard Ftse Developed ETF 2.62% 172,618 $12.3M Add +0.3%
QQQ Invesco QQQ Trust Series 1 2.52% 16,040 $11.8M Add +1.2%
VTV Vanguard Mrngstr Val ETF-Aui 2.29% 49,439 $10.8M Add +1.8%
VTI VG Morningstar TS MKT ETF-US 2.28% 28,950 $10.7M Reduce -2.0%
CMG Chipotle Mexican Grill Inc. 2.14% 295,987 $10.1M Add +0.0%
FRDM Freedom 100 Emeging MRKT ETF 1.81% 116,211 $8.5M Add +7.3%
QQQM Invesco Nasdaq 100 ETF 1.64% 25,403 $7.7M Add +6.9%
CORO Ish Intl CTRY Rot Act ETF 1.56% 200,056 $7.3M Reduce -14.4%
EFV iShares MSCI Eafe Value ETF 1.50% 92,229 $7.1M Reduce -22.9%
AAPL Apple Inc. 1.45% 23,480 $6.8M Reduce -0.1%
IWM iShares Russell 2000 ETF 1.26% 19,713 $5.9M Add +3.8%
IVV iShares Core S&P 500 ETF 1.20% 7,531 $5.6M Add +44.2%
EFG iShares MSCI Eafe Growth ETF 1.17% 44,305 $5.5M Add +149.2%
GOOGL Alphabet Inc. Class A 1.09% 14,385 $5.1M Add +7.1%
IWB iShares Russell 1000 ETF 0.90% 10,333 $4.2M Add +0.2%
MSFT Microsoft Corp. 0.89% 11,141 $4.2M Add +5.8%
DGRW Wisdomtree U.S. Quality Divi 0.82% 40,162 $3.8M Add +0.5%
VEU Vanguard Ftse All-World Ex-U 0.81% 45,421 $3.8M Add +1.5%
AAUA Alpha Architect US Equ 3 ETF 0.73% 60,080 $3.4M New
AMD Advanced Micro Devices 0.66% 5,334 $3.1M Add +0.1%
AMZN Amazon.com Inc. 0.65% 12,869 $3.1M Add +27.4%
MTZ Mastec Inc. 0.65% 7,347 $3.1M Reduce -16.1%
ACIO Aptus Collared Invest Opp 0.63% 63,760 $2.9M New
IBIT iShares Bitcoin Trust ETF 0.61% 86,448 $2.9M Add +127.6%
PGEN Precigen Inc. 0.60% 495,422 $2.8M Reduce -10.5%
MS Morgan Stanley 0.58% 12,967 $2.7M Add +0.5%
TLH iShares 10-20 Year Treasury 0.58% 26,968 $2.7M Reduce -19.6%
VIG Vanguard Dividend Apprec ETF 0.57% 11,287 $2.7M Add +63.0%
BINC iShares Flex I A ETF-Usd Inc. 0.55% 49,637 $2.6M Reduce -18.9%
NVDA Nvidia Corp. 0.52% 12,203 $2.4M Add +20.4%
DFAX Dimensional World Ex US Core 0.51% 64,998 $2.4M Add +1.1%
VXF Vanguard Extended Market ETF 0.50% 9,504 $2.3M Add +0.2%
DTH Wisdomtree International Hig 0.49% 42,412 $2.3M Reduce -3.1%
GOVT iShares US Treasury Bond ETF 0.45% 92,150 $2.1M Reduce -19.3%
GLD SPDR Gold Shares 0.42% 5,400 $2.0M Add +6.0%
EWZ iShares MSCI Brazil ETF 0.41% 56,443 $1.9M Add +1.0%
LLY Eli Lilly & Co. 0.40% 1,550 $1.9M Add +3.6%
MUB iShares National Muni Bond E 0.39% 16,970 $1.8M Reduce -2.0%
INMU iShares Intermediate Muni Inc. 0.37% 72,546 $1.8M Add +3.2%
XLG Invesco S&P 500 Top 50 ETF 0.37% 28,722 $1.8M Reduce -17.1%
TSLA Tesla Inc. 0.36% 4,001 $1.7M Add +52.3%
SYSB iShares Systematic Bond ETF 0.35% 18,513 $1.6M Reduce -15.1%
JNJ Johnson & Johnson 0.34% 6,198 $1.6M Add +0.2%
XLV SS Health Care Select Sector 0.33% 9,761 $1.5M New
IJS iShares S&P Small-Cap 600 Va 0.33% 11,233 $1.5M Add +0.0%
OSEA Harbor Intl Compounders ETF 0.33% 50,248 $1.5M New
IJR iShares Core S&P Small-Cap E 0.32% 10,213 $1.5M Add +0.3%
BAC Bank of America Corp. 0.31% 25,567 $1.5M Add +4.6%
GOOG Alphabet Inc. Class C 0.31% 4,097 $1.4M Add +86.7%
KKR KKR & Co. Inc. 0.31% 15,729 $1.4M Add +0.2%
AMGN Amgen Inc. 0.30% 3,835 $1.4M Reduce -1.2%
MTUM iShares MSCI USA Momentum Fa 0.29% 4,028 $1.4M Add +0.1%
JAAA Janus Henderson Aaa Clo ETF 0.29% 26,422 $1.3M New
VTEB Vanguard Tax-Exempt Bond ETF 0.29% 26,461 $1.3M Reduce -3.6%
SDY SS SPDR S&P Dividend ETF 0.28% 8,739 $1.3M Add +0.2%
CB Chubb Ltd. 0.28% 3,888 $1.3M No change
DBA Invesco DB Agriculture Fund 0.27% 48,180 $1.3M Reduce -18.6%
IETC iShares U.S. Tech Independen 0.27% 11,941 $1.3M Reduce -1.2%
COST Costco Wholesale Corp. 0.27% 1,333 $1.2M Reduce -1.2%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.26% 614 $1.2M No change
OEF iShares S&P 100 ETF 0.25% 3,168 $1.2M Reduce -0.5%
META Meta Platforms Inc. Class A 0.25% 2,047 $1.2M Reduce -3.4%
GS Goldman Sachs Group Inc. 0.24% 1,117 $1.1M Add +9.4%
IJH iShares Core S&P Midcap ETF 0.24% 14,395 $1.1M Reduce -24.3%
IUSV iShares Core S&P U.S. Value 0.22% 9,561 $1.1M No change
EMGF iShares Emerging Markets Equ 0.22% 14,269 $1.0M Add +0.3%
HD Home Depot Inc. 0.22% 2,920 $1.0M Add +0.7%
RPV Invesco S&P 500 Pure Value E 0.22% 9,022 $1.0M Add +0.6%
CEG Constellation Energy 0.22% 4,123 $1.0M Reduce -1.7%
VOOG Vanguard S&P 500 Growth ETF 0.22% 12,242 $1.0M New
SCHP Schwab U.S. Tips ETF 0.21% 37,588 $996K New
DBB Invesco DB Base Metals Fund 0.21% 40,650 $980K New
EFA iShares MSCI Eafe ETF 0.21% 9,388 $975K Add +1.6%
AVGO Broadcom Inc. 0.20% 2,493 $942K Add +3.8%
KLAC KLA Corp. 0.19% 3,010 $908K Add +2.0%
JPM JPMorgan Chase & Co. 0.19% 2,703 $885K Add +15.0%
SPYV SS SPDR P S&P 500 Value ETF 0.19% 14,318 $870K Add +0.3%
CTAS Cintas Corp. 0.18% 5,062 $861K Reduce -1.0%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.17% 16,826 $776K Add +0.8%
ADEA Adeia Inc. 0.16% 22,841 $752K Reduce -21.9%
FID First Trust S&P Internationa 0.16% 34,537 $741K Add +1.8%
AXP American Express Co. 0.16% 2,162 $731K Add +1.2%
ISRG Intuitive Surgical Inc. 0.14% 1,650 $656K Add +12.5%
IWF iShares Russell 1000 Growth 0.14% 5,170 $642K Add +95.2%
WY Weyerhaeuser Co. 0.13% 26,388 $632K Add +0.8%
PH Parker Hannifin Corp. 0.13% 643 $629K No change
IEV iShares Europe ETF 0.13% 8,592 $626K Reduce -0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 2,173 $611K Add +5.4%
BMY Bristol-Myers Squibb Co. 0.13% 10,355 $597K Reduce -1.2%
IBB iShares Biotechnology ETF 0.13% 3,123 $594K New
FBTC Fidelity Wise Origin Bitcoin 0.13% 11,627 $594K Reduce -72.0%
EXC Exelon Corp. 0.13% 12,670 $591K Add +0.9%
XOM Exxon Mobil Corp. 0.13% 4,317 $590K Add +0.2%
C Citigroup Inc. 0.12% 4,056 $568K Add +0.4%
SEIC Sei Investments Company 0.12% 6,316 $554K No change
QUAL iShares MSCI USA Quality Fac 0.12% 2,507 $550K Add +0.2%
DFIV Dimensional International Va 0.12% 10,110 $546K New
UNH Unitedhealth Group Inc. 0.12% 1,300 $540K Add +0.2%
MCO Moody's Corp. 0.12% 1,193 $540K Reduce -0.5%
WMT Walmart Inc. 0.11% 4,618 $523K Add +1.3%
HYD Vaneck High Yield Muni ETF 0.11% 10,122 $521K Reduce -4.5%
RTX RTX Corp. 0.11% 2,719 $516K Add +1.3%
CSCO Cisco Systems Inc. 0.11% 4,341 $510K Add +0.2%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.10% 18,376 $482K Reduce -18.8%
STIP iShares 0-5 Year Tips Bond E 0.10% 4,641 $474K New
MRK Merck & Co. Inc. 0.10% 3,594 $465K Reduce -12.2%
NOBL Proshares S&P 500 Dividend A 0.10% 8,078 $454K Add +4.4%
JPIE JPMorgan Income ETF 0.09% 9,422 $434K New
VXUS Vanguard Total Intl Stock 0.09% 5,019 $429K Add +1.6%
DFAT Dimensional US Target Value 0.09% 6,026 $421K New
BRK.B Berkshire Hathaway Inc. Class B 0.09% 811 $406K Add +13.9%
IVLU iShares MSCI International V 0.09% 9,632 $403K Reduce -5.3%
GE General Electric filed as GE AEROSPACE 0.09% 1,074 $401K Reduce -0.5%
SCHZ Schwab US Aggregate Bond ETF 0.08% 17,070 $395K Add +4.9%
NBIS Nebius Group NV 0.08% 1,411 $390K New
UPS United Parcel Service Class B 0.08% 3,588 $386K Add +1.4%
ISCV iShares Morningstar Small-Ca 0.08% 4,884 $382K Add +0.2%
BSV Vanguard Short-Term Bond ETF 0.08% 4,553 $355K Add +45.9%
SCHX Schwab US Large-Cap ETF 0.07% 11,934 $351K New
MPC Marathon Petroleum Corp. 0.07% 1,360 $348K Reduce -0.4%
TXN Texas Instruments Inc. 0.07% 1,147 $342K Add +0.7%
MU Micron Technology Inc. 0.07% 296 $342K New
URA Global X Uranium ETF 0.07% 7,719 $337K New
V Visa Inc. Class A 0.07% 947 $325K Add +25.1%
GEV GE Vernova Inc. 0.07% 274 $322K Reduce -2.5%
IWD iShares Russell 1000 Value E 0.07% 1,325 $321K Add +0.3%
HYMB SS SPDR N Ice HY Muni ETF 0.07% 12,539 $319K No change
WSFS WSFS Financial Corp. 0.07% 4,103 $315K Add +0.3%
UFO Procure Space ETF 0.07% 6,096 $309K Add +0.1%
EWJ iShares MSCI Japan ETF 0.07% 3,300 $308K New
VHT Vanguard Health Care ETF 0.06% 988 $296K Add +0.3%
IGV iShares Expanded Tech-Softwa 0.06% 3,212 $291K Reduce -44.4%
ISVL iShares International Develo 0.06% 5,708 $287K Add +1.6%
TSM Taiwan Semiconductor-SP ADR 0.06% 592 $283K New
SCHD Schwab US DVD Equity ETF 0.06% 8,871 $281K Add +0.8%
UNP Union Pacific Corp. 0.06% 979 $266K Reduce -0.2%
BLK BlackRock Inc. 0.06% 274 $264K Add +0.4%
GSL Global Ship Lease Inc. Class A 0.06% 6,888 $259K Add +1.6%
VYM Vanguard High DVD Yield ETF 0.06% 1,633 $258K Reduce -0.6%
IWR iShares Russell Mid-Cap ETF 0.05% 2,335 $258K Add +0.1%
AMAT Applied Materials Inc. 0.05% 348 $251K New
SLYG SS SPDR S&P 600 SC GR ETF 0.05% 2,046 $244K New
FETH Fidelity Ethereum Fund 0.05% 15,032 $237K New
PG The Procter & Gamble Co. 0.05% 1,589 $233K Add +0.8%
GLDM SPDR Gold Minishares Trust 0.05% 2,870 $228K Add +15.5%
INTC Intel Corp. 0.05% 1,613 $225K New
IAU iShares Gold Trust 0.05% 2,977 $225K Add +22.7%
NEE Nextera Energy Inc. 0.05% 2,455 $215K No change
SUB iShares Short-Term National 0.05% 2,016 $215K Reduce -5.5%
MA Mastercard Inc. Class A 0.05% 416 $213K New
EPD Enterprise Products Partners 0.05% 5,794 $213K Add +1.4%
IMCG iShares Morningstar Mid-Cap 0.05% 2,160 $212K New
PEP Pepsico Inc. 0.05% 1,567 $212K Reduce -20.5%
PDP Invesco Dorsey Wright Moment 0.04% 1,355 $206K New
QCOM Qualcomm Inc. 0.04% 1,097 $203K New
PGX Invesco Preferred ETF 0.03% 11,007 $119K New
HTZ Hertz Global Hldgs Inc. 0.00% 10,214 $23K No change

Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($2.2M).

Portfolio Sells Q1 2026 → Q2 2026
VCRB Vanguard Core Bond ETF Reduce -8.7% 3.87% −1.16
MCD McDonald's Corp. Reduce -0.4% 3.06% −1.12
EFV iShares MSCI Eafe Value ETF Reduce -22.9% 1.50% −0.74
ECH iShares MSCI Chile ETF Sold out 0.00% −0.66
IVE iShares S&P 500 Value ETF Reduce -5.4% 3.23% −0.53
FBTC Fidelity Wise Origin Bitcoin Reduce -72.0% 0.13% −0.49
CORO Ish Intl CTRY Rot Act ETF Reduce -14.4% 1.56% −0.34
DJP Ipath Bloomberg Commodity Inc. Sold out 0.00% −0.30
TLH iShares 10-20 Year Treasury Reduce -19.6% 0.58% −0.28
DVN Devon Energy Corp. Sold out 0.00% −0.26
IVW iShares S&P 500 Growth ETF Reduce -8.6% 3.83% −0.25
BINC iShares Flex I A ETF-Usd Inc. Reduce -18.9% 0.55% −0.25
GOVT iShares US Treasury Bond ETF Reduce -19.3% 0.45% −0.21
SYSB iShares Systematic Bond ETF Reduce -15.1% 0.35% −0.14
DBA Invesco DB Agriculture Fund Reduce -18.6% 0.27% −0.13
NFLX Netflix Inc. Sold out 0.00% −0.13
VTI VG Morningstar TS MKT ETF-US Reduce -2.0% 2.28% −0.11
DTH Wisdomtree International Hig Reduce -3.1% 0.49% −0.11
XLG Invesco S&P 500 Top 50 ETF Reduce -17.1% 0.37% −0.10
OIH Vaneck Oil Services ETF Sold out 0.00% −0.10
ETHA iShares Ethereum Trust ETF Sold out 0.00% −0.09
IJH iShares Core S&P Midcap ETF Reduce -24.3% 0.24% −0.09
CEG Constellation Energy Reduce -1.7% 0.22% −0.08
MUB iShares National Muni Bond E Reduce -2.0% 0.39% −0.07
COST Costco Wholesale Corp. Reduce -1.2% 0.27% −0.07
HON Honeywell International Inc. Sold out 0.00% −0.06
VZ Verizon Communications Inc. Sold out 0.00% −0.06
VTEB Vanguard Tax-Exempt Bond ETF Reduce -3.6% 0.29% −0.06
META Meta Platforms Inc. Class A Reduce -3.4% 0.25% −0.06
MTZ Mastec Inc. Reduce -16.1% 0.65% −0.06
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Sold out 0.00% −0.06
AAPL Apple Inc. Reduce -0.1% 1.45% −0.06
DIS The Walt Disney Co. Sold out 0.00% −0.06
IGV iShares Expanded Tech-Softwa Reduce -44.4% 0.06% −0.05
LMT Lockheed Martin Corp. Sold out 0.00% −0.05
PNC PNC Financial Services Group Sold out 0.00% −0.05
AMGN Amgen Inc. Reduce -1.2% 0.30% −0.05
SPTL SS SPDR PF LNG TRM TSY E-Usd Reduce -18.8% 0.10% −0.05
CTAS Cintas Corp. Reduce -1.0% 0.18% −0.03
BMY Bristol-Myers Squibb Co. Reduce -1.2% 0.13% −0.03
PEP Pepsico Inc. Reduce -20.5% 0.05% −0.03
MRK Merck & Co. Inc. Reduce -12.2% 0.10% −0.03
HYD Vaneck High Yield Muni ETF Reduce -4.5% 0.11% −0.02
ADEA Adeia Inc. Reduce -21.9% 0.16% −0.02
MCO Moody's Corp. Reduce -0.5% 0.12% −0.02
IVLU iShares MSCI International V Reduce -5.3% 0.09% −0.02
IEV iShares Europe ETF Reduce -0.3% 0.13% −0.01
SUB iShares Short-Term National Reduce -5.5% 0.05% −0.01
MPC Marathon Petroleum Corp. Reduce -0.4% 0.07% −0.01
OEF iShares S&P 100 ETF Reduce -0.5% 0.25% −0.01

Portfolio Buys Q1 2026 → Q2 2026
SPY SS SPDR S&P 500 ETF Trust-US Add +69.1% 5.08% +1.98
AAUA Alpha Architect US Equ 3 ETF New 0.73% +0.73
EFG iShares MSCI Eafe Growth ETF Add +149.2% 1.17% +0.67
ACIO Aptus Collared Invest Opp New 0.63% +0.63
VOO Vanguard S&P 500 ETF Add +6.4% 16.23% +0.50
AMD Advanced Micro Devices Add +0.1% 0.66% +0.39
IVV iShares Core S&P 500 ETF Add +44.2% 1.20% +0.34
XLV SS Health Care Select Sector New 0.33% +0.33
OSEA Harbor Intl Compounders ETF New 0.33% +0.33
FRDM Freedom 100 Emeging MRKT ETF Add +7.3% 1.81% +0.31
JAAA Janus Henderson Aaa Clo ETF New 0.29% +0.29
IBIT iShares Bitcoin Trust ETF Add +127.6% 0.61% +0.24
VOOG Vanguard S&P 500 Growth ETF New 0.22% +0.22
QQQM Invesco Nasdaq 100 ETF Add +6.9% 1.64% +0.21
SCHP Schwab U.S. Tips ETF New 0.21% +0.21
QQQ Invesco QQQ Trust Series 1 Add +1.2% 2.52% +0.21
DBB Invesco DB Base Metals Fund New 0.21% +0.21
VIG Vanguard Dividend Apprec ETF Add +63.0% 0.57% +0.19
IEMG iShares Core MSCI Emerging Add +5.0% 2.98% +0.15
GOOG Alphabet Inc. Class C Add +86.7% 0.31% +0.15
IBB iShares Biotechnology ETF New 0.13% +0.13
AMZN Amazon.com Inc. Add +27.4% 0.65% +0.12
GOOGL Alphabet Inc. Class A Add +7.1% 1.09% +0.12
DFIV Dimensional International Va New 0.12% +0.12
TSLA Tesla Inc. Add +52.3% 0.36% +0.11
STIP iShares 0-5 Year Tips Bond E New 0.10% +0.10
JPIE JPMorgan Income ETF New 0.09% +0.09
DFAT Dimensional US Target Value New 0.09% +0.09
KLAC KLA Corp. Add +2.0% 0.19% +0.08
NBIS Nebius Group NV New 0.08% +0.08
SCHX Schwab US Large-Cap ETF New 0.07% +0.07
NVDA Nvidia Corp. Add +20.4% 0.52% +0.07
IWM iShares Russell 2000 ETF Add +3.8% 1.26% +0.07
MU Micron Technology Inc. New 0.07% +0.07
URA Global X Uranium ETF New 0.07% +0.07
EWJ iShares MSCI Japan ETF New 0.07% +0.07
IWF iShares Russell 1000 Growth Add +95.2% 0.14% +0.07
TSM Taiwan Semiconductor-SP ADR New 0.06% +0.06
AMAT Applied Materials Inc. New 0.05% +0.05
SLYG SS SPDR S&P 600 SC GR ETF New 0.05% +0.05
MTUM iShares MSCI USA Momentum Fa Add +0.1% 0.29% +0.05
FETH Fidelity Ethereum Fund New 0.05% +0.05
LLY Eli Lilly & Co. Add +3.6% 0.40% +0.05
INTC Intel Corp. New 0.05% +0.05
MA Mastercard Inc. Class A New 0.05% +0.05
IMCG iShares Morningstar Mid-Cap New 0.05% +0.05
PDP Invesco Dorsey Wright Moment New 0.04% +0.04
QCOM Qualcomm Inc. New 0.04% +0.04
MS Morgan Stanley Add +0.5% 0.58% +0.04
UNH Unitedhealth Group Inc. Add +0.2% 0.12% +0.03

Options Activity Q1 2026 → Q2 2026
STATE STR SPDR S&P 500 ETF T put New 3,000 $2.2M
AAPL Apple Inc. put Sold out 3,300 $838Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 166$469.5MVOO, SPY, VCRB, IVW, IVE
Q1 2026 150$396.3MVOO, VCRB, MCD, IVW, IVE
Q4 2025 138$388.7MVOO, IVW, MCD, VCRB, IVE
Q3 2025 141$376.8MVOO, IVW, MCD, QQQ, VCRB
Q2 2025 134$335.8MVOO, CMG, MCD, QQQ, IVW
Q1 2025 135$298.8MVOO, MCD, CMG, QQQ, VEA
Q4 2024 125$287.0MVOO, CMG, MCD, QQQ, VUG
Q3 2024 119$271.7MVOO, CMG, MCD, SPY, VEA
Q2 2024 105$239.9MVOO, CMG, MCD, SPY, QQQ
Q1 2024 99$222.6MVOO, CMG, MCD, SPY, IJS