Arkolith/Funds/LaSalle St. Investment Advisors, LLC

LaSalle St. Investment Advisors, LLC

CIK 1966193
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

LaSalle St. Investment Advisors, LLC holds a diversified book of 429 stocks worth $818.1M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened HP Inc and trimmed Nvidia Corp. Their largest long position is Vanguard Total Stock MKT ETF at 11% of the equity book.

Opened
43
bought for the first time
Added to
225
already held, bought more
Trimmed
141
sold some, still holds it
Sold out
25
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
37%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

30% mapped to company sectors

ETF / fund or unclassified
70%
Information Technology
13%
Financials
6%
Consumer Discretionary
3%
Health Care
2%
Industrials
2%
Materials
1%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as LaSalle St. Investment Advisors, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.80 / 80$20.5B
HARBOUR INVESTMENTS, INC.80 / 80$1.9B
ENVESTNET ASSET MANAGEMENT INC79 / 80$113.9B
LPL Financial LLC79 / 80$105.8B
COMMONWEALTH EQUITY SERVICES, LLC79 / 80$22.5B
NewEdge Advisors, LLC79 / 80$11.8B
MORGAN STANLEY78 / 80$569.3B
ROYAL BANK OF CANADA78 / 80$157.2B

Ranked by how many of LaSalle St. Investment Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

429 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$93.4M252.5K
11.4%
+0.1%
Added · +267 sh
2Ishares TR
TRUST ISHARE 0-1
$45.8M414.9K
5.6%
+8.0%
Added · +31K sh
3Vanguard Index FDS
GROWTH ETF
$27.4M317.9K
3.3%
+470%
Added · +262K sh
4Vanguard Index FDS
VALUE ETF
$25.3M116.0K
3.1%
+1.7%
Added · +2K sh
5Nvidia Corporation
COM
$24.7M123.6K
3.0%
−0.7%
Reduced · −918 sh
6Apple Inc
COM
$22.3M77.2K
2.7%
+0.2%
Added · +135 sh
7State STR SPDR S&P 500 ETF T
TR UNIT
$19.8M26.5K
2.4%
+12%
Added · +3K sh
8Vanguard Intl Equity Index F
ALLWRLD EX US
$17.7M211.1K
2.2%
+1.8%
Added · +4K sh
9Amplify ETF TR
BLACKSWAN GRWT
$16.4M492.8K
2.0%
+4.0%
Added · +19K sh
10Ishares Gold TR
ISHARES NEW
$11.7M154.6K
1.4%
+35%
Added · +40K sh
11SPDR Series Trust
ST STR BL 12 ETF
$11.2M113.0K
1.4%
−0.4%
Reduced · −507 sh
12Vanguard BD Index FDS
TOTAL BND MRKT
$10.8M147.2K
1.3%
+5.9%
Added · +8K sh
13Ishares TR
CORE S&P500 ETF
$10.6M14.1K
1.3%
+0.4%
Added · +51 sh
14Nuveen Taxable Municpal Inm
COM
$9.8M624.1K
1.2%
+3.3%
Added · +20K sh
15Ishares TR
ISHS 5-10YR INVT
$9.7M182.3K
1.2%
+3.0%
Added · +5K sh
16Schwab Strategic TR
US DIVIDEND EQ
$9.3M293.5K
1.1%
+4.1%
Added · +11K sh
17Listed FDS TR
ROUN MA SEVE ETF
$9.2M142.8K
1.1%
+0.2%
Added · +255 sh
18Amazon Com Inc
COM
$8.9M37.4K
1.1%
+1.1%
Added · +415 sh
19SPDR Series Trust
ST STR BLO 1 ETF
$8.6M94.2K
1.1%
+0.5%
Added · +481 sh
20Ishares TR
0-5YR INVT GR CP
$8.5M168.0K
1.0%
+5.1%
Added · +8K sh
21Vanguard Index FDS
S&P 500 ETF SHS
$8.3M12.0K
1.0%
−4.0%
Reduced · −503 sh
22Microsoft Corp
COM
$8.0M21.4K
1.0%
+0.4%
Added · +93 sh
23Broadcom Inc
COM
$7.0M18.6K
0.9%
−4.7%
Reduced · −917 sh
24Abrdn Silver ETF Trust
PHYSCL SILVR SHS
$6.6M117.4K
0.8%
+1.3%
Added · +2K sh
25Tidal Trust II
ROUNDHILL GENER
$6.4M65.0K
0.8%
+23%
Added · +12K sh
26Alphabet Inc
CAP STK CL C
$6.4M18.1K
0.8%
−0.5%
Reduced · −89 sh
27Invesco QQQ TR
UNIT SER 1
$6.0M8.1K
0.7%
+3.0%
Added · +240 sh
28Ishares TR
S&P 500 VAL ETF
$5.9M25.9K
0.7%
+78%
Added · +11K sh
29Etfs Gold TR
PHYSCL GOLD SHS
$5.3M138.4K
0.6%
+4.6%
Added · +6K sh
30Alphabet Inc
CAP STK CL A
$5.1M14.3K
0.6%
−3.1%
Reduced · −458 sh
31Ishares TR
CORE S&P SCP ETF
$5.0M33.4K
0.6%
+1.5%
Added · +488 sh
32Micron Technology Inc
COM
$4.8M4.2K
0.6%
+2.3%
Added · +96 sh
33Ishares TR
CORE S&P MCP ETF
$4.8M61.8K
0.6%
+294%
Added · +46K sh
34Ishares TR
10+ YR INVST GRD
$4.7M94.4K
0.6%
+1.3%
Added · +1K sh
35Nuveen Amt Free Mun CR Inc F
COM
$4.7M367.6K
0.6%
−0.3%
Reduced · −984 sh
36Costco Wholesale Corporation
COM
$4.4M4.7K
0.5%
+0.4%
Added · +21 sh
37Vaneck ETF Trust
GOLD MINERS ETF
$4.4M58.7K
0.5%
−0.1%
Reduced · −55 sh
38American Centy ETF TR
AVANTIS EMGMKT
$3.9M40.0K
0.5%
+808%
Added · +36K sh
39Dimensional ETF Trust
INTL CORE EQT MK
$3.7M90.1K
0.5%
−1.9%
Reduced · −2K sh
40Ishares TR
RUS TP200 GR ETF
$3.7M12.7K
0.5%
+0.5%
Added · +66 sh
41Fidelity Covington Trust
HIGH DIVID ETF
$3.5M58.7K
0.4%
+501%
Added · +49K sh
42Ishares TR
CORE S&P TTL STK
$3.4M20.9K
0.4%
+5.3%
Added · +1K sh
43Exxon Mobil Corp
COM
$3.4M24.8K
0.4%
+0.2%
Added · +42 sh
44Johnson &Johnson
COM
$3.4M13.3K
0.4%
−2.8%
Reduced · −385 sh
45Vanguard Specialized Funds
DIV APP ETF
$3.2M13.7K
0.4%
−3.7%
Reduced · −532 sh
46Advanced Micro Devices Inc
COM
$3.2M5.6K
0.4%
+1.3%
Added · +69 sh
47Vanguard Index FDS
EXTEND MKT ETF
$3.1M12.8K
0.4%
−0.5%
Reduced · −68 sh
48Vanguard Charlotte FDS
TOTAL INT BD ETF
$2.9M59.6K
0.4%
−4.4%
Reduced · −3K sh
49Listed FDS TR
SWAN HEDGED EQTY
$2.9M107.6K
0.4%
+0.4%
Added · +473 sh
50Tesla Inc
COM
$2.9M6.8K
0.3%
−8.9%
Reduced · −662 sh
Showing 50 of 429 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 2026429$818.1M13F-HR
Q1 2026Mar 31, 2026May 8, 2026411$710.0M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026365$621.0M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025354$557.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.