LF
Livelsberger Financial Advisory Holdings Report (Q4 2025) — 13F Stock Portfolio
Livelsberger Financial AdvisoryCIK: 0002015721
High-turnover trader
Total reported value
—
Reporting period: 2025-12-31 · Number of holdings: 1
Livelsberger Financial Advisory disclosed 1 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of — and a quarterly turnover rate of 100.0%.
Personality snowflake
- Concentration
- 0
- Portfolio Stability
- 100
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out ABBV
Sold out AAPL
Sold out ABT
Sold out PH
Sold out MSFT
Sold out XOM
Holdings Map
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology Inc | Stock-Other | — | — | — |
Portfolio Performance
Performance for Q3 2026
—
Performance Last 4 Quarters
+7.4%
- Stdev
- +11.4%
- Beta
- +0.47
- Alpha
- +8.5%
- Max Drawdown
- -6.7%
- Annualized Perf
- +17%
- Batting Avg vs S&P
- +47.6%
- Sortino
- +2.86
- Stutzer
- +0.42
- Treynor
- +0.35
- Sterling
- +1.2
- Calmar
- +2.54
- Information Ratio
- -0.05
- Tracking Error
- +11.7%
- Stdev Down
- +5.7%
- Winning Months %
- +61.9%
- Losing Months %
- +38.1%
- Best 12 Months
- +18.3%
- Worst 12 Months
- +5.4%
- Efficiency Ratio
- +0.5
- Sharpe
- +1.44
- Stdev Sectors
- —
- Skewness
- -0.18
- Kurtosis
- -0.36
- Upside Potential
- +4.55
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Livelsberger Financial Advisory's most significant position changes for 2025-12-31: Sold out: Abbvie Inc (ABBV); Sold out: Apple Inc (AAPL); Sold out: Abbott Laboratories (ABT); Sold out: Parker Hannifin CORP (PH); Sold out: Microsoft CORP (MSFT).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | — | EXIT | Sold out |
| 2 | AAPL | Apple Inc | — | EXIT | Sold out |
| 3 | ABT | Abbott Laboratories | — | EXIT | Sold out |
| 4 | PH | Parker Hannifin CORP | — | EXIT | Sold out |
| 5 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 6 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 7 | ✓ | Ikena Oncology Inc | — | — | Unchanged |
Filing History
FAQ
What is Livelsberger Financial Advisory and what type of investor is it?
Livelsberger Financial Advisory is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-12-31), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.
What are Livelsberger Financial Advisory's largest equity positions?
Based on the latest 13F filing, Livelsberger Financial Advisory's top holdings by market value are:
1. Ikena Oncology Inc — $0.0
What changes did Livelsberger Financial Advisory make in its most recent portfolio filing?
In the latest quarter, Livelsberger Financial Advisory took a more defensive posture — trimming 0 positions and completely exiting 6 holdings. The largest of these moves: Sold out: Abbvie Inc (ABBV); Sold out: Apple Inc (AAPL); Sold out: Abbott Laboratories (ABT); Sold out: Parker Hannifin CORP (PH); Sold out: Microsoft CORP (MSFT)
What sectors does Livelsberger Financial Advisory focus on?
Sector breakdown data is not yet available for Livelsberger Financial Advisory. Check back after the next 13F processing cycle.
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Livelsberger Financial Advisory returned an annualized 17.0% over the trailing 21 months — outperforming the S&P 500 by 8.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.47 (less volatile than the market) and a 48% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading.
Its turnover score has risen from 0 to 100 over the past 4 quarters — a shift toward more active trading.
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Developer Access
Access Livelsberger Financial Advisory's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/livelsberger-financial-advisoryCLI
npx alphasmo institutions get livelsberger-financial-advisory