LPF Advisors LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 92.0%; sector active share 85.0% against the combined 13F book's sector weights.
Over time 6 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 backtestPortfolio Concentration
34 tracked positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024Portfolio Trend
Sector Breakdown
As of Mar 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 97.5% | $118,936,032 |
| Financial Services | 1.0% | $1,172,206 |
| Technology | 0.6% | $791,628 |
| Consumer Defensive | 0.5% | $637,306 |
| Real Estate | 0.2% | $211,736 |
| Healthcare | 0.2% | $210,442 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FBND | Fidelity Total Bond ETF | +16,250 | 268,452 | $12,254,833 | |
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | +12,857 | 226,343 | $16,624,893 | |
| ANGL | VanEck Fallen Angel High Yield Bond ETF | +9,474 | 107,454 | $3,101,122 | |
| SCHC | Schwab International Small-Cap Equity ETF | +9,085 | 122,492 | $4,395,012 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | +8,002 | 156,979 | $12,834,603 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +6,076 | 111,082 | $30,529,776 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | +3,315 | 45,353 | $7,280,970 | |
| IJR | iShares Core S&P Small-Cap ETF | +2,414 | 21,089 | $2,205,276 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,367 | 27,849 | $13,058,953 | |
| TLT | iShares 20+ Year Treasury Bond ETF | +986 | 77,310 | $7,037,529 | |
| IEFA | iShares Core MSCI EAFE ETF | +9 | 6,099 | $461,389 | |
| IJH | iShares Core S&P Mid-Cap ETF | +6 | 4,827 | $281,655 | |
| MTUM | iShares MSCI USA Momentum Factor ETF | +2 | 1,327 | $268,226 | |
| VO | VANGUARD MID-CAP INDEX FUND | +2 | 1,126 | $291,206 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ETF | −13,213 | 116,933 | $3,269,446 | |
| RWJ | Invesco Ltd. | −2,164 | 9,871 | $401,749 | |
| SRLN | State Street(R) Blackstone Senior Loan ETF | −1,542 | 6,252 | $257,144 | |
| AAPL | Apple Inc. | −1,343 | 2,320 | $515,341 | |
| VOO | VANGUARD 500 INDEX FUND | −1,275 | 4,357 | $2,239,105 | |
| MMD | NYLIM MacKay DefinedTerm Muni Opportunities Fund | −385 | 30,996 | $467,419 | |
| RSP | Victory Portfolios II | −39 | 1,210 | $209,608 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | −6 | 8,633 | $808,566 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 111,082 | $30,529,776 | 25.03% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
Added | 226,343 | $16,624,893 | 13.63% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 27,849 | $13,058,953 | 10.71% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Added | 156,979 | $12,834,603 | 10.52% | |
| FBND |
Fidelity Total Bond ETF
|
Added | 268,452 | $12,254,833 | 10.05% | |
| VOE |
VANGUARD MID-CAP VALUE INDEX FUND
|
Added | 45,353 | $7,280,970 | 5.97% | |
| TLT |
iShares 20+ Year Treasury Bond ETF
|
Added | 77,310 | $7,037,529 | 5.77% | |
| SCHC |
Schwab International Small-Cap Equity ETF
|
Added | 122,492 | $4,395,012 | 3.60% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Reduced | 116,933 | $3,269,446 | 2.68% | |
| ANGL |
VanEck Fallen Angel High Yield Bond ETF
|
Added | 107,454 | $3,101,122 | 2.54% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 4,357 | $2,239,105 | 1.84% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 21,089 | $2,205,276 | 1.81% | |
| USMV |
iShares MSCI USA Min Vol Factor ETF
|
Reduced | 8,633 | $808,566 | 0.66% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Held | 14,531 | $721,028 | 0.59% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,320 | $515,341 | 0.42% | |
| MMD |
NYLIM MacKay DefinedTerm Muni Opportunities Fund
Financial Services
|
Reduced | 30,996 | $467,419 | 0.38% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 6,099 | $461,389 | 0.38% | |
| RWJ |
Invesco Ltd.
Financial Services
|
Reduced | 9,871 | $401,749 | 0.33% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Held | 14,563 | $388,395 | 0.32% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 569 | $303,038 | 0.25% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 1,126 | $291,206 | 0.24% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 4,827 | $281,655 | 0.23% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 736 | $276,287 | 0.23% | |
| MTUM |
iShares MSCI USA Momentum Factor ETF
|
Added | 1,327 | $268,226 | 0.22% | |
| SRLN |
State Street(R) Blackstone Senior Loan ETF
|
Reduced | 6,252 | $257,144 | 0.21% | |
| LW |
Lamb Weston Holdings, Inc.
Consumer Defensive
|
Held | 4,670 | $248,911 | 0.20% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Held | 2,492 | $246,508 | 0.20% | |
| IWD |
iShares Russell 1000 Value ETF
|
Held | 1,263 | $237,646 | 0.19% | |
| MOAT |
VanEck Morningstar Wide Moat ETF
|
Held | 2,530 | $222,640 | 0.18% | |
| O |
Realty Income Corp
Real Estate
|
NEW | 3,650 | $211,736 | 0.17% | |
| MRNA |
Moderna, Inc.
Healthcare
|
NEW | 7,423 | $210,442 | 0.17% | |
| RSP |
Victory Portfolios II
|
Reduced | 1,210 | $209,608 | 0.17% | |
|
|
Held | 17,140 | $98,898 | 0.08% | ||
| IEMG |
iShares Trust
|
NEW | 3,822 | $0 | 0.00% |
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.