LexAurum Advisors, LLC

Registered adviser

CIK

1729677

Location

OVERLAND PARK, KS

Portfolio Value

Small $848,596,912

Diversification

Diversified

Filing Date

Global Rank

#2,799 / 8,818 ▼ 21 · as of Jun 2026

Top Industry

Insurance - Diversified 12.5%

Period ended 28 days ago

Filed Oct 19, 2026 · 9d

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 283653

Roster of Oct 1, 2026

Regulatory AUM

$1,267,158,128

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$1,267,158,128	Individuals and high net worth (98%)
Mar 2025 to Feb 2026	$1,006,435,215	Individuals and high net worth (98%)
Mar 2024 to Feb 2025	$784,247,517	Individuals and high net worth (98%)
May 2023 to Feb 2024	$604,128,786	Individuals and high net worth (97%)
Mar 2023 to Apr 2023	$604,128,786	Individuals and high net worth (97%)
Apr 2022 to Feb 2023	$675,873,718	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 53.7%, 24.0 effective positions, active share 70.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Long horizon

Value-weighted holding period 17.4 quarters (12+), a floor since 37.0% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 70.2%; sector active share 59.0% against the combined 13F book's sector weights.

Over time 25 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

420 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.3%

+0.0 pts

Top 5

40.8%

+1.8 pts

Top 10

55.9%

+2.2 pts

HHI

442

Diversified+26

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	73.6%	$624,883,680	250
Technology	7.4%	$62,672,683	27
Financial Services	6.1%	$51,901,912	42
Healthcare	3.9%	$32,883,478	15
Basic Materials	2.0%	$16,794,195	9
Industrials	1.9%	$16,491,713	24
Communication Services	1.6%	$13,680,004	8
Consumer Cyclical	1.5%	$12,433,744	10
Energy	0.8%	$6,883,493	15
Consumer Defensive	0.7%	$5,915,596	9
Utilities	0.3%	$2,868,894	7
Real Estate	0.1%	$1,187,520	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JEMB	Janus Henderson Emerging Markets Debt Hard Currency ETF	+204,431	247,465	$12,633,088
JPST	JPMorgan Ultra-Short Income ETF	+196,202	816,195	$41,111,742
PYLD		+127,956	941,820	$23,912,809
IEMG	iShares Trust	+49,297	63,957	$0
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+39,916	89,345	$4,397,560
AVIG	Avantis Core Fixed Income ETF	+35,136	549,151	$21,631,057
FIXD	First Trust Smith Opportunistic Fixed Income ETF	+21,335	264,851	$10,930,400
FAAR	First Trust Alternative Absolute Return Strategy ETF	+17,130	69,770	$2,249,733
BUFQ	FT Vest Laddered Nasdaq Buffer ETF	+11,867	46,995	$1,904,237
QXO	QXO, Inc.	+11,273	28,524	$333,445
JGRO	JPMorgan Active Growth ETF	+11,154	114,671	$11,074,925
LMBS	First Trust Low Duration Opportunities ETF	+10,755	204,005	$9,886,082
AVUV	Avantis U.S. Small Cap Value ETF	+9,345	59,362	$6,991,062
VO	VANGUARD MID-CAP INDEX FUND	+9,095	79,308	$6,219,333
SPY	Spdr S&P 500 ETF Trust	+8,850	21,512	$16,405,696
UBND	VictoryShares Core Plus Bond ETF	+8,065	39,605	$818,041
AVRE	Avantis Real Estate ETF	+7,790	293,287	$13,007,278
FEOE	First Eagle Overseas Equity ETF	+7,260	157,782	$8,483,938
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	+6,985	16,424	$371,018
FTGC	First Trust Global Tactical Commodity Strategy Fund	+6,840	289,930	$8,868,958
MUB	iShares National Muni Bond ETF	+6,685	26,689	$2,698,257
SEIV	SEI Enhanced U.S. Large Cap Value Factor ETF	+6,415	14,980	$735,368
SEIM	SEI Enhanced U.S. Large Cap Momentum Factor ETF	+6,320	13,859	$745,198
FMB	First Trust Managed Municipal ETF	+6,075	13,309	$636,968
PPA	Victory Portfolios II	+5,849	32,485	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PHYS	Sprott Physical Gold Trust	−150,011	20,106	$628,714
LQTI	FT Vest Investment Grade & Target Income ETF	−116,518	201,939	$3,647,018
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	−32,355	193,397	$10,010,228
JMST	JPMorgan Ultra-Short Municipal Income ETF	−26,538	12,571	$635,589
XJAN	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January	−22,328	53,509	$2,102,571
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	−19,833	46,835	$3,667,648
QQQM	Invesco Ltd.	−16,733	9,109	$0
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	−12,250	578,229	$26,506,017
EVUS	iShares ESG Aware MSCI USA Value ETF	−11,540	7,392	$268,033
SCHM	Schwab U.S. Mid-Cap ETF	−10,101	332,873	$11,324,339
XOM	ExxonMobil Holdings Corp	−8,442	2,805	$456,513
—		−6,335	79,991	$0
CAIQ		−6,000	35,658	$933,883
AVUS	Avantis U.S. Equity ETF	−5,784	195,423	$25,031,732
SCHG	Schwab U.S. Large-Cap Growth ETF	−5,031	80,236	$2,882,879
PGEN	Precigen, Inc.	−4,880	633,533	$5,423,042
BX	Blackstone Inc.	−4,498	8,745	$980,227
AVXL	Anavex Life Sciences Corp.	−3,915	61,135	$123,492
SCHV	Schwab U.S. Large-Cap Value ETF	−3,582	35,185	$1,172,012
UXAP	FT Vest U.S. Equity Uncapped Accelerator ETF - April	−2,939	57,816	$2,531,485
AAPL	Apple Inc.	−2,875	78,996	$26,307,247
FIW	First Trust Water ETF	−2,655	4,755	$493,473
SUSC	iShares ESG Aware USD Corporate Bond ETF	−2,619	23,479	$515,246
BPRE	Bluerock Private Real Estate Fund	−2,564	41,352	$518,554
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	−2,467	359,421	$52,130,421
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	266,509	$5,143,623
MTUM	iShares MSCI USA Momentum Factor ETF	9,502	$3,015,364
SCZ	iShares MSCI EAFE Small-Cap ETF	35,188	$2,970,570
CSPF	Cohen & Steers Preferred and Income Opportunities Active ETF	116,310	$2,927,522
SEUS		40,276	$1,028,246
USFE	First Eagle US Equity ETF	27,985	$1,002,962
SNDK	Sandisk Corp	230	$400,174
PLTR	Palantir Technologies Inc.	2,068	$386,819
SCHP	Schwab U.S. TIPS ETF	14,376	$361,268
AMKR	Amkor Technology, Inc.	6,125	$320,827
MKSI	Mks Inc	1,200	$318,432
ANGU	Sei Exchange Traded Funds	12,271	$310,456
FCG	First Trust Natural Gas ETF	9,267	$264,294
NUBD	Nuveen ESG U.S. Aggregate Bond ETF	11,014	$233,166
FTXN	First Trust Nasdaq Oil & Gas ETF	6,000	$227,880
ABT	Abbott Laboratories	2,076	$205,171
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	7,774	$201,113
INO	Inovio Pharmaceuticals, Inc.	97,100	$118,462
EVV	Eaton Vance Ltd Duration Income Fund	10,970	$92,696
TSI	Tcw Strategic Income Fund Inc	18,476	$79,446
SES	SES AI Corp	11,100	$6,660
—		2,922	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
NNOV		253,894	$7,984,204
EWJ	iShares MSCI Japan ETF	35,703	$3,330,018
ADX	Adams Diversified Equity Fund, Inc.	46,383	$1,185,085
SBUX	Starbucks Corp	6,026	$615,796
KKR	KKR & Co. Inc.	5,744	$527,184
OKE	Oneok Inc	4,217	$366,625
MCD	Mcdonalds Corp	986	$266,525
BKSY	BlackSky Technology Inc.	9,260	$258,539
DJAN	FT Vest U.S. Equity Deep Buffer ETF - January	5,632	$256,391
RNP	Cohen & Steers REIT & Preferred & Income Fund Inc	12,257	$248,817
CRS	Carpenter Technology Corp	387	$238,717
CEG	Constellation Energy Corp	948	$235,454
OKLO	Oklo Inc.	4,345	$227,373
PECO	Phillips Edison & Company, Inc.	5,287	$220,044
DAL	Delta Air Lines, Inc.	2,346	$219,726
UBER	Uber Technologies, Inc	3,025	$218,284
XAR	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF	768	$217,950
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	5,044	$204,988
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	1,485	$204,246
OWL	Blue Owl Capital Inc.	20,937	$183,198
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

420 tracked positions · $848,596,912 total · filing declares 424 positions · $892,573,309 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 420 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	Reduced	359,421	-2,467	$52,130,421	+1.5%	6.14%
JPST	JPMorgan Ultra-Short Income ETF	Added	816,195	+196,202	$41,111,742	+31.1%	4.84%
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	Reduced	578,229	-12,250	$26,506,017	−1.8%	3.12%
AAPL	Apple Inc. Technology	Reduced	78,996	-2,875	$26,307,247	+11.0%	3.10%
AVUS	Avantis U.S. Equity ETF	Reduced	195,423	-5,784	$25,031,732	−2.9%	2.95%
PYLD		Added	941,820	+127,956	$23,912,809	+10.8%	2.82%
AVIG	Avantis Core Fixed Income ETF	Added	549,151	+35,136	$21,631,057	+1.6%	2.55%
SPY	Spdr S&P 500 ETF Trust	Added	21,512	+8,850	$16,405,696	+73.5%	1.93%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	40,655	-838	$15,214,727	−0.9%	1.79%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	20	0	$14,940,100	−0.2%	1.76%
JNJ	Johnson & Johnson Healthcare	Added	54,885	+328	$14,530,254	+4.9%	1.71%
SHW	Sherwin Williams Co Basic Materials	Reduced	44,838	-207	$14,494,780	−6.5%	1.71%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	114,579	+2,672	$14,102,383	+5.9%	1.66%
AVRE	Avantis Real Estate ETF	Added	293,287	+7,790	$13,007,278	−3.8%	1.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	26,055	-1,621	$12,974,087	−6.3%	1.53%
JEMB	Janus Henderson Emerging Markets Debt Hard Currency ETF	Added	247,465	+204,431	$12,633,088	+445.6%	1.49%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	332,873	-10,101	$11,324,339	−10.4%	1.33%
JGRO	JPMorgan Active Growth ETF	Added	114,671	+11,154	$11,074,925	+8.5%	1.31%
FIXD	First Trust Smith Opportunistic Fixed Income ETF	Added	264,851	+21,335	$10,930,400	+2.9%	1.29%
NVDA	Nvidia Corp Technology	Reduced	47,572	-790	$10,864,493	+12.3%	1.28%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Reduced	193,397	-32,355	$10,010,228	−14.4%	1.18%
LMBS	First Trust Low Duration Opportunities ETF	Added	204,005	+10,755	$9,886,082	+2.8%	1.16%
VOO	VANGUARD 500 INDEX FUND	Added	13,752	+362	$9,638,226	+4.8%	1.14%
MSFT	Microsoft Corp Technology	Added	17,983	+193	$9,223,480	+39.0%	1.09%
FTGC	First Trust Global Tactical Commodity Strategy Fund	Added	289,930	+6,840	$8,868,958	+15.8%	1.05%
FEOE	First Eagle Overseas Equity ETF	Added	157,782	+7,260	$8,483,938	+5.5%	1.00%
QQQ	Invesco Qqq Trust, Series 1	Added	11,371	+552	$8,411,924	+5.6%	0.99%
AVEM	Avantis Emerging Markets Equity ETF	Added	81,783	+2,971	$7,689,237	+1.1%	0.91%
VTV	VANGUARD VALUE INDEX FUND	Added	34,734	+936	$7,505,322	+1.9%	0.88%
ACWI	iShares MSCI ACWI ETF	Reduced	46,205	-901	$7,335,967	−0.8%	0.86%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	29,135	-498	$7,258,985	+2.8%	0.86%
AVUV	Avantis U.S. Small Cap Value ETF	Added	59,362	+9,345	$6,991,062	+12.0%	0.82%
DGRO	iShares Core Dividend Growth ETF	Added	88,413	+2,333	$6,665,456	+2.2%	0.79%
AVSC	Avantis U.S. Small Cap Equity ETF	Added	94,102	+773	$6,506,212	−4.9%	0.77%
VO	VANGUARD MID-CAP INDEX FUND	Added	79,308	+9,095	$6,219,333	+9.9%	0.73%
JPIB	JPMorgan International Bond Opportunities ETF	Added	123,246	+3,391	$5,755,588	−0.7%	0.68%
PGEN	Precigen, Inc. Healthcare	Reduced	633,533	-4,880	$5,423,042	+49.0%	0.64%
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	NEW	266,509	NEW	$5,143,623	NEW	0.61%
QMAG	FT Vest Nasdaq-100 Moderate Buffer ETF - August	Reduced	185,447	-1,466	$4,880,965	+3.0%	0.58%
UNH	Unitedhealth Group Inc Healthcare	Added	12,656	+67	$4,645,764	−11.2%	0.55%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	91,115	+1,663	$4,574,884	+1.5%	0.54%
DFIV	Dimensional International Value ETF	Added	81,340	+2,507	$4,543,652	+6.7%	0.54%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	89,345	+39,916	$4,397,560	+77.1%	0.52%
META	Meta Platforms, Inc. Communication Services	Added	5,578	+559	$4,045,054	+43.1%	0.48%
AVDE	Avantis International Equity ETF	Added	41,220	+3,068	$3,714,334	+9.1%	0.44%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Reduced	46,835	-19,833	$3,667,648	−33.4%	0.43%
LQTI	FT Vest Investment Grade & Target Income ETF	Reduced	201,939	-116,518	$3,647,018	−40.7%	0.43%
AVMC	Avantis U.S. Mid Cap Equity ETF	Reduced	47,458	-486	$3,617,723	−6.0%	0.43%
BIV	Vanguard Bond Index Funds	Reduced	48,318	-954	$3,520,449	−6.8%	0.41%
USVM	VictoryShares US Small Mid Cap Value Momentum ETF	Added	33,389	+814	$3,447,347	−3.6%	0.41%

Showing the top 50 of 420 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.