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CIK: 0001729677
Total reported value
$865.8M
$865.8M
400 檔
16.7%
In Q1 2026, LexAurum Advisors, LLC's U.S. equity holdings reached a combined market value of $865.8M, distributed across 400 disclosed stock positions.
In Q1 2026, LexAurum Advisors, LLC displayed an active expansion posture, initiating 56 new positions and adding to 68 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 400 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 6.03% | -0.10% | +15.99% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.66% | -0.04% | -6.58% | |
| 3 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.32% | -0.20% | +9.24% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.09% | -0.11% | +5.31% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.70% | +0.04% | +12.18% | |
| 6 | AVIG | Avantis Core Fixed Income | ETF-Other | 2.68% | -0.22% | +13.48% | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.52% | -0.03% | +13.56% | |
| 8 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.87% | -0.08% | -1.33% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.86% | -0.13% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.82% | -0.22% | -3.23% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.75% | +0.02% | -23.47% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | -0.13% | -4.84% | |
| 13 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.64% | -0.08% | +29.39% | |
| 14 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.59% | -1.00% | +2976.03% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.54% | -0.08% | +0.71% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.42% | -0.07% | -1.12% | |
| 17 | FTGC | First Trust Global Tactical | ETF-Other | 1.32% | -0.44% | +6.30% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.28% | +0.26% | +24.41% | |
| 19 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.27% | -0.04% | -4.57% | |
| 20 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.19% | -0.08% | +18.04% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.07% | -7.12% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | +0.02% | +3.12% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.01% | -0.37% | +39.42% | |
| 24 | FEOE | First Eagle Overseas Eq ETF | ETF-Other | 0.95% | -0.02% | +51.29% | |
| 25 | NNOV | Innovator G-100 Pb ETF - Nov | ETF-Other | 0.93% | -0.01% | — | |
| 26 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.88% | -0.09% | -10.99% | |
| 27 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.88% | +0.30% | +23.82% | |
| 28 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.88% | — | +2.92% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.86% | -0.01% | +8.01% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.83% | +0.02% | -9.40% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.06% | +3.68% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.02% | +23.95% | |
| 33 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 0.78% | -0.07% | +26.03% | |
| 34 | PBDC | Putnam Bdc Income ETF | ETF-Other | 0.77% | -0.05% | — | |
| 35 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.74% | +0.01% | -1.30% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.72% | +0.20% | -25.47% | |
| 37 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.64% | +0.03% | +18.33% | |
| 38 | WCPB | Weitz Core Plus Bond ETF | ETF-Other | 0.63% | +0.11% | — | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.60% | +0.12% | +3.67% | |
| 40 | FIW | First Trust Water ETF | ETF-Other | 0.59% | -0.50% | +2.97% | |
| 41 | QMAG | Ft Ndq100 Mod Buff ETF - Aug | ETF-Other | 0.56% | -0.01% | — | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.56% | +0.09% | +19.83% | |
| 43 | DFIV | Dimensional International Va | ETF-Other | 0.52% | -0.03% | +12.83% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.50% | +0.02% | +3.54% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.50% | +0.06% | +2.95% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.49% | -0.05% | -35.95% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | +0.16% | +17.68% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.41% | -0.04% | -2.84% | |
| 49 | AVMC | Avantis US Mid Cap Eq ETF | ETF-Other | 0.41% | +0.03% | +8.33% | |
| 50 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.40% | -0.10% | +19.04% |
According to official SEC Form 13F filings, LexAurum Advisors, LLC reported a total U.S. public equity portfolio value of $865.8M across 400 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GSLC, JPST, GSIE) accounted for 16.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
NNOV
市值: $7.2M
Top Position Liquidated / Trimmed
QMFE
前期市值: $8.6M
During Q1 2026, LexAurum Advisors, LLC's top holdings by market value included GSLC (6.0%)、JPST (3.7%)、GSIE (3.3%). The largest single position, GSLC, represented 6.0% of total portfolio value.
In Q1 2026, LexAurum Advisors, LLC made 199 total portfolio adjustments, initiating 56 new buys, adding to 68 positions, trimming 43 holdings, and fully liquidating 32 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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