LexAurum Advisors, LLC holds a diversified book of 423 stocks worth $865.8M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened Ishares Msci Japan ETF and trimmed Goldman Activebeta US LC ETF. Their largest long position is Goldman Activebeta US LC ETF at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
26% mapped to company sectors
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as LexAurum Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 78 / 80 | $89.5B |
| Commonwealth Equity Services, LLC | 78 / 80 | $18.4B |
| Envestnet Asset Management Inc | 77 / 80 | $67.0B |
| Osaic Holdings, Inc. | 77 / 80 | $18.0B |
| Morgan Stanley | 75 / 80 | $491.8B |
| Cetera Investment Advisers | 74 / 80 | $21.7B |
| Kestra Advisory Services, LLC | 74 / 80 | $8.0B |
| Steward Partners Investment Advisory, LLC | 74 / 80 | $5.7B |
Ranked by the share of each fund's own book sitting in the names it shares with LexAurum Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs ETF TR ACTIVEBETA US LG | $51.3M | 361.9K | 5.9% | ▼−2.6% Reduced · −10K sh | |
| 2 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $31.4M | 620.0K | 3.6% | ▲+11% Added · +63K sh | |
| 3 | Goldman Sachs ETF TR ACTIVEBETA INT | $27.0M | 590.5K | 3.1% | ▼−0.5% Reduced · −3K sh | |
| 4 | American Centy ETF TR US EQT ETF | $25.8M | 201.2K | 3.0% | ▼−6.2% Reduced · −13K sh | |
| 5 | Apple Inc COM | $23.7M | 81.9K | 2.7% | ▼−0.1% Reduced · −131 sh | |
| 6 | Pimco ETF TR MULTISECTOR BD | $21.6M | 813.9K | 2.5% | ▲+9.7% Added · +72K sh | |
| 7 | American Centy ETF TR AVANTIS CORE FI | $21.3M | 514.0K | 2.5% | ▲+3.3% Added · +16K sh | |
| 8 | Sherwin Williams Co COM | $15.5M | 45.0K | 1.8% | ▲~0% Added · +7 sh | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $15.4M | 41.5K | 1.8% | ▼−1.1% Reduced · −485 sh | |
| 10 | Berkshire Hathaway Inc Del CL A | $15.0M | 20 | 1.7% | —Held | |
| 11 | Johnson & Johnson COM | $13.9M | 54.6K | 1.6% | ▲+0.2% Added · +90 sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $13.8M | 27.7K | 1.6% | ▼−5.7% Reduced · −2K sh | |
| 13 | American Centy ETF TR REAL ESTATE ETF | $13.5M | 285.5K | 1.6% | ▼−0.4% Reduced · −1K sh | |
| 14 | SPDR Series Trust ST STR P500GRW | $13.3M | 111.9K | 1.5% | ▲+11% Added · +11K sh | |
| 15 | Schwab Strategic TR US MID-CAP ETF | $12.6M | 343.0K | 1.5% | ▼−11% Reduced · −40K sh | |
| 16 | SPDR Index SHS FDS ST PORT MARK ETF | $11.7M | 225.8K | 1.4% | ▼−3.3% Reduced · −8K sh | |
| 17 | First TR Exchng Traded FD VI SMITH OPPORT FXD | $10.6M | 243.5K | 1.2% | ▲+8.0% Added · +18K sh | |
| 18 | J P Morgan Exchange Traded F ACTIVE GROWTH | $10.2M | 103.5K | 1.2% | ▲+29% Added · +23K sh | |
| 19 | Nvidia Corporation COM | $9.7M | 48.4K | 1.1% | ▲+4.1% Added · +2K sh | |
| 20 | First TR Exchange-Traded FD FST LOW OPPT EFT | $9.6M | 193.3K | 1.1% | ▲+5.0% Added · +9K sh | |
| 21 | State STR SPDR S&P 500 ETF T TR UNIT | $9.5M | 12.7K | 1.1% | ▲+368% Added · +10K sh | |
| 22 | Vanguard Index FDS S&P 500 ETF SHS | $9.2M | 13.4K | 1.1% | ▼−0.3% Reduced · −48 sh | |
| 23 | RBB Fund Trust FIRS EAGL OV ETF | $8.0M | 150.5K | 0.9% | ▲+3.4% Added · +5K sh | |
| 24 | Innovator Etfs Trust GROWTH 100 PWR B | $8.0M | 253.9K | 0.9% | ▼−1.3% Reduced · −3K sh | |
| 25 | Invesco QQQ TR UNIT SER 1 | $8.0M | 10.8K | 0.9% | ▲+12% Added · +1K sh | |
| 26 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $7.8M | 25.8K | 0.9% | ▲+225% Added · +18K sh | |
| 27 | First TR Exchange Trad FD VI FST TR GLB FD | $7.7M | 283.1K | 0.9% | ▼−20% Reduced · −72K sh | |
| 28 | American Centy ETF TR AVANTIS EMGMKT | $7.6M | 78.8K | 0.9% | ▼−6.2% Reduced · −5K sh | |
| 29 | Ishares TR MSCI ACWI ETF | $7.4M | 47.1K | 0.9% | ▲+1.5% Added · +705 sh | |
| 30 | Vanguard Index FDS VALUE ETF | $7.4M | 33.8K | 0.9% | ▼−0.1% Reduced · −38 sh | |
| 31 | Amazon Com Inc COM | $7.1M | 29.6K | 0.8% | ▲+0.5% Added · +146 sh | |
| 32 | American Centy ETF TR AVAN US SMAL ETF | $6.8M | 93.3K | 0.8% | ▼−14% Reduced · −16K sh | |
| 33 | Microsoft Corp COM | $6.6M | 17.8K | 0.8% | ▲+3.1% Added · +538 sh | |
| 34 | Ishares TR CORE DIV GRWTH | $6.5M | 86.1K | 0.8% | ▲+5.7% Added · +5K sh | |
| 35 | Northern LTS FD TR II WEITZ CORE PLUS | $6.4M | 252.2K | 0.7% | ▲+31% Added · +59K sh | |
| 36 | Putnam ETF Trust BDC INCOME ETF | $6.3M | 230.3K | 0.7% | ▲+6.8% Added · +15K sh | |
| 37 | American Centy ETF TR US SML CP VALU | $6.2M | 50.0K | 0.7% | ▲+20% Added · +8K sh | |
| 38 | First TR Exchange-Traded FD VEST INVESTMENT | $6.1M | 318.5K | 0.7% | ▲+3.7% Added · +11K sh | |
| 39 | J P Morgan Exchange Traded F INTL BD OPP ETF | $5.8M | 119.9K | 0.7% | ▲+16% Added · +16K sh | |
| 40 | Vanguard Index FDS MID CAP ETF | $5.7M | 70.2K | 0.7% | ▲+368% Added · +55K sh | |
| 41 | Vanguard Scottsdale FDS INT-TERM CORP | $5.5M | 66.7K | 0.6% | ▼−29% Reduced · −28K sh | |
| 42 | Unitedhealth Group Inc COM | $5.2M | 12.6K | 0.6% | ▲+0.3% Added · +35 sh | |
| 43 | Sprott Asset Management LP PHYSICAL GOLD TR | $5.1M | 170.1K | 0.6% | ▼−51% Reduced · −175K sh | |
| 44 | Invesco Exchange Traded FD T S&P500 EQL WGT | $4.8M | 22.6K | 0.6% | ▲+14% Added · +3K sh | |
| 45 | First TR Exchng Traded FD VI VEST NASDAQ-100 | $4.7M | 186.9K | 0.5% | ▼−0.1% Reduced · −235 sh | |
| 46 | Invesco Exchange Traded FD T AEROSPACE DEFN | $4.7M | 26.6K | 0.5% | ▲14× Added · +25K sh | |
| 47 | SPDR Index SHS FDS ST STR PO EX ETF | $4.5M | 89.5K | 0.5% | ▲+5.6% Added · +5K sh | |
| 48 | Dimensional ETF Trust INTERNATNAL VAL | $4.3M | 78.8K | 0.5% | ▲+3.2% Added · +2K sh | |
| 49 | American Centy ETF TR AVA MID EQU ETF | $3.8M | 47.9K | 0.4% | ▲+10% Added · +5K sh | |
| 50 | Vanguard BD Index FDS INTERMED TERM | $3.8M | 49.3K | 0.4% | ▲+0.4% Added · +210 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1729677/holdings"
Use Arkolith to show LexAurum Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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.