LPF Advisors LLC - Portfolio overview

LPF Advisors LLC has 34 reported holdings in this dataset, with the latest filing dated 2025-04-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 24.99%
2. BND - VANGUARD BD INDEX FDS, 13.61%
3. QQQ - INVESCO QQQ TR, 10.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.