Data as of Q4 2025 (Dec 31, 2025)
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Showing Q1 2025 data
LPF Advisors LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

LPF Advisors LLC

โ€ขCIK: 1799556โ€ขFiling: Q1 2025

**LPF Advisors LLC** manages $122M across a diversified portfolio of 34 positions. The strategy exhibits a notable allocation to broad market equity (VTI at $30.5M) balanced with fixed income exposure, evidenced by significant holdings in BND ($16.6M) and VCIT ($12.8M). Key tactical allocations include substantial positions in technology (NDQ at $13.1M) and various bond segments, suggesting a core focus on yield and market breadth.

Total AUM
$122.2M
QoQ Performance
+2.2%
Positions
22
Top 10 Concentration
90.4%
Latest Filing
Q1 2025

Top Holdings Allocation

VTI
BND
NDQ
VCIT
FBND
VOE
TLT
VTI25.0%
BND13.6%
NDQ10.7%
VCIT10.5%
FBND10.0%
VOE6.0%
TLT5.8%
SCHC3.6%

๐Ÿ“ˆ Biggest Buys

VTI
VANGUARD INDEX FDS
+5.8%
25.0% of portfolio
BND
VANGUARD BD INDEX FDS
+6.0%
13.6% of portfolio
FBND
FIDELITY MERRIMACK STR TR
+6.4%
10.0% of portfolio
VCIT
VANGUARD SCOTTSDALE FDS
+5.4%
10.5% of portfolio
NDQ
INVESCO QQQ TR
+5.2%
10.7% of portfolio

๐Ÿ“‰ Biggest Sells

VOO
VANGUARD INDEX FDS
-22.6%
1.8% of portfolio
SCHD
SCHWAB STRATEGIC TR
-10.2%
2.7% of portfolio
AAPL
APPLE INC
-36.7%
0.4% of portfolio
RWJ
INVESCO EXCH TRADED FD TR II
-18.0%
0.3% of portfolio
SRLN
SSGA ACTIVE ETF TR
-19.8%
0.2% of portfolio

Sector Breakdown

Other97.1%
ETF1.8%
Technology0.6%
Financial0.2%
Real Estate0.2%

๐Ÿšช Exited Positionssold since Q4 2024

TSLA
TESLA INC
SOLD
$219.7K
HYBL
SSGA ACTIVE TR
SOLD
$207.0K
HD
HOME DEPOT INC
SOLD
$203.8K

Changes from Q4 2024

NEW3 new positions
โ†‘14 increased
โ†“8 decreased

Historical Filings

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024