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CIK: 0001729677
Total reported value
$865.8M
$865.8M
374 檔
15.6%
As reported in its official Q3 2025 Form 13F filing, LexAurum Advisors, LLC's tracked investment portfolio stood at $865.8M with 374 total positions.
In Q3 2025, LexAurum Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 374 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 5.92% | -0.10% | +7.12% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.29% | -0.04% | +4.76% | |
| 3 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.17% | -0.20% | +10.94% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.14% | -0.11% | -2.97% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.04% | +7.88% | |
| 6 | AVIG | Avantis Core Fixed Income | ETF-Other | 2.62% | -0.22% | +8.20% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.55% | +0.02% | +1.80% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.49% | -0.03% | +20.22% | |
| 9 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.24% | -0.08% | -0.76% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.16% | -0.22% | +27.36% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.14% | -0.13% | — | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.60% | -0.08% | +5.13% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.57% | -0.07% | +9.57% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.51% | -0.13% | +2.88% | |
| 15 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.49% | -0.04% | +9.64% | |
| 16 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.40% | -0.08% | +10.97% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | +0.07% | +6.93% | |
| 18 | FTGC | First Trust Global Tactical | ETF-Other | 1.23% | -0.44% | +11.53% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.06% | +3.01% | |
| 20 | QMFE | Ft Ndq100 Mod Buff ETF - Feb | ETF-Other | 1.22% | — | +9.83% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.20% | +0.26% | -7.34% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.02% | +4.21% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.10% | +0.20% | +2.73% | |
| 24 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.10% | -0.08% | +1.76% | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.00% | +0.02% | +1.60% | |
| 26 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.99% | -0.09% | +0.31% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.87% | — | +4.77% | |
| 28 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.86% | +0.30% | +27.20% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.85% | -0.05% | -0.99% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.83% | -0.01% | +4.60% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.81% | -0.37% | +136.39% | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.80% | +0.01% | +9.50% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.02% | -10.67% | |
| 34 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.72% | -0.10% | +13.66% | |
| 35 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 0.71% | -0.07% | +1927.61% | |
| 36 | FIW | First Trust Water ETF | ETF-Other | 0.68% | -0.50% | +9.24% | |
| 37 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 0.64% | -0.03% | -2.08% | |
| 38 | FEOE | First Eagle Overseas Eq ETF | ETF-Other | 0.63% | -0.02% | +13.19% | |
| 39 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.61% | +0.03% | +16.33% | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.57% | +0.12% | -26.17% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.16% | +13.18% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.52% | +0.09% | +30.37% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | +0.06% | +9.42% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.50% | +0.02% | +13.35% | |
| 45 | UXAP | Ft Vest US Uncap Acc ETF Apr | ETF-Other | 0.47% | +0.02% | -9.78% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.46% | -0.04% | +6.87% | |
| 47 | DFIV | Dimensional International Va | ETF-Other | 0.44% | -0.03% | +2.00% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.01% | -9.59% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | — | +5.93% | |
| 50 | AVMC | Avantis US Mid Cap Eq ETF | ETF-Other | 0.40% | +0.03% | +351.63% |
According to official SEC Form 13F filings, LexAurum Advisors, LLC reported a total U.S. public equity portfolio value of $865.8M across 374 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GSLC, JPST, GSIE) accounted for 15.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
FTGC
市值: $8.7M
Top Position Liquidated / Trimmed
QMNV
前期市值: $6.4M
During Q3 2025, LexAurum Advisors, LLC's top holdings by market value included GSLC (5.9%)、JPST (4.3%)、GSIE (3.2%). The largest single position, GSLC, represented 5.9% of total portfolio value.
In Q3 2025, LexAurum Advisors, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 34 positions, trimming 4 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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