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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
โขCIK: 1799556โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other97.1%
ETF1.8%
Technology0.6%
Financial0.2%
Real Estate0.2%
๐ช Exited Positionssold since Q4 2024
Changes from Q4 2024
NEW3 new positions
โ14 increased
โ8 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024