Q2 2026 13F · SEC CIK 1926571

Lansing Street Advisors

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $469.5M
Reported positions: 166
Top holdings a year, 3 yrs: +13.6%
Assets under management: $555.0M

Lansing Street Advisors is a wealth manager that reported 166 positions worth $469.5M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Vanguard Index Fds (VOO, 16.2%), State Str Spdr S&p 500 ETF T (SPY, 5.1%), Vanguard Malvern Fds (VCRB, 3.9%). A portfolio copying its top holdings returned 13.6% a year over the last 3 years, against 20.4% for the S&P 500.

Lansing Street Advisors holdings largest 50 of 166 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lansing Street Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	16.2%	15.7%	110,951	+6.4%	$76.2M
SPYState Str Spdr S&p 500 ETF T	5.1%	3.1%	31,837	+69.1%	$23.8M
VCRBVanguard Malvern Fds	3.9%	5.0%	234,976	-8.7%	$18.1M
IVWIshares Tr	3.8%	4.1%	130,898	-8.6%	$18.0M
IVEIshares Tr	3.2%	3.8%	66,848	-5.4%	$15.2M
MCDMcdonalds Corp	3.1%	4.2%	53,137	-0.4%	$14.4M
IEMGIshares Inc	3.0%	2.8%	168,647	+5.0%	$14.0M
VUGVanguard Index Fds	2.8%	2.8%	150,974	+500.7%	$13.0M
VBRVanguard Index Fds	2.7%	2.8%	51,593	+0.3%	$12.5M
VEAVanguard Ftse Developed Markets Index Fu	2.6%	2.8%	172,618	+0.4%	$12.3M
QQQInvesco Qqq Tr	2.5%	2.3%	16,040	+1.2%	$11.8M
VTVVanguard Index Fds	2.3%	2.4%	49,439	+1.8%	$10.8M
VTIVanguard Index Fds	2.3%	2.4%	28,950	-2.0%	$10.7M
CMGChipotle Mexican Grill Inc	2.1%	2.4%	295,987	+0.0%	$10.1M
FRDMEa Series Trust	1.8%	1.5%	116,211	+7.3%	$8.5M
QQQMInvesco Exch Traded Fd Tr II	1.6%	1.4%	25,403	+6.9%	$7.7M
COROBlackrock ETF Trust	1.6%	1.9%	200,056	-14.4%	$7.3M
EFVIshares Tr	1.5%	2.2%	92,229	-22.8%	$7.1M
AAPLApple Inc	1.4%	1.5%	23,480	-0.1%	$6.8M
IWMIshares Tr	1.3%	1.2%	19,713	+3.8%	$5.9M
IVVIshares Tr	1.2%	0.9%	7,531	+44.2%	$5.6M
EFGIshares Tr	1.2%	0.5%	44,305	+149.2%	$5.5M
GOOGLAlphabet Inc	1.1%	1.0%	14,385	+7.1%	$5.1M
IWBIshares Tr	0.9%	0.9%	10,333	+0.2%	$4.2M
MSFTMicrosoft Corp	0.9%	1.0%	11,141	+5.8%	$4.2M
DGRWWisdomtree Tr	0.8%	0.9%	40,162	+0.5%	$3.8M
VEUVanguard Intl Equity Index F	0.8%	0.8%	45,421	+1.5%	$3.8M
AAUAEa Series Trust	0.7%	—	60,080	—	$3.4M
AMDAdvanced Micro Devices Inc	0.7%	—	5,334	—	$3.1M
AMZNAmazon Com Inc	0.7%	0.5%	12,869	+27.5%	$3.1M
MTZMasTec Inc	0.7%	0.7%	7,347	-16.1%	$3.1M
ACIOETF Ser Solutions	0.6%	—	63,760	—	$2.9M
IBITIshares Bitcoin Trust ETF	0.6%	0.4%	86,448	+127.6%	$2.9M
PGENPrecigen Inc	0.6%	0.5%	495,422	-10.5%	$2.8M
MSMorgan Stanley	0.6%	0.5%	12,967	+0.5%	$2.7M
TLHIshares Tr	0.6%	0.9%	26,968	-19.6%	$2.7M
VIGVanguard Specialized Funds	0.6%	0.4%	11,287	+63.0%	$2.7M
BINCBlackrock ETF Trust II	0.6%	0.8%	49,637	-18.8%	$2.6M
NVDANvidia Corporation	0.5%	0.4%	12,203	+20.3%	$2.4M
DFAXDimensional ETF Trust	0.5%	0.6%	64,998	+1.0%	$2.4M
VXFVanguard Index Fds	0.5%	0.5%	9,504	+0.2%	$2.3M
DTHWisdomtree Tr	0.5%	0.6%	42,412	-3.1%	$2.3M
GOVTIshares Tr	0.4%	0.7%	92,150	-19.3%	$2.1M
GLDSpdr Gold Tr	0.4%	0.6%	5,400	+6.0%	$2.0M
EWZIshares Inc	0.4%	0.5%	56,443	+1.0%	$1.9M
LLYEli Lilly & Co	0.4%	—	1,550	—	$1.9M
MUBIshares Tr	0.4%	0.5%	16,970	-2.0%	$1.8M
INMUBlackrock ETF Trust II	0.4%	0.4%	72,546	+3.2%	$1.8M
XLGInvesco Exchange Traded Fd T	0.4%	0.5%	28,722	-17.0%	$1.8M
TSLATesla Inc	0.4%	—	4,001	—	$1.7M

What Lansing Street Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.3% /yr; S&P 500 +20.1%
3 years: +13.6% /yr; S&P 500 +20.4%
5 years: +11.1% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$469.5M	166
Q1 2026	$396.3M	150
Q4 2025	$388.7M	138
Q3 2025	$376.8M	141
Q2 2025	$335.8M	134
Q1 2025	$298.8M	135
Q4 2024	$287.0M	125
Q3 2024	$271.7M	119
Q2 2024	$239.9M	105
Q1 2024	$222.6M	99
Q4 2023	$191.0M	80
Q2 2023	$172.4M	285

Questions about Lansing Street Advisors's portfolio

What stocks does Lansing Street Advisors own?

Lansing Street Advisors's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 166 positions worth $469.5M. The largest are Vanguard Index Fds (VOO) at 16.2%, State Str Spdr S&p 500 ETF T (SPY) at 5.1%, Vanguard Malvern Fds (VCRB) at 3.9%, Ishares Tr (IVW) at 3.8% and Ishares Tr (IVE) at 3.2%.

What did Lansing Street Advisors buy last quarter?

In Q2 2026, Lansing Street Advisors added Vanguard Index Fds (VUG) (+500.7% shares), Ishares Tr (EFG) (+149.2% shares) and Ishares Bitcoin Trust ETF (IBIT) (+127.6% shares), compared with its Q1 2026 filing.

What did Lansing Street Advisors sell last quarter?

In Q2 2026, Lansing Street Advisors cut from its top 50 Ishares Inc (ECH), cut from its top 50 Fidelity Wise Origin Bitcoin (FBTC), cut from its top 50 Ishares Tr (FIBR), cut from its top 50 Invesco Db Agriculture Fund (DBA), cut from its top 50 Johnson & Johnson (JNJ), Ishares Tr (EFV) (-22.8% shares), Ishares Tr (TLH) (-19.6% shares) and Ishares Tr (GOVT) (-19.3% shares), compared with its Q1 2026 filing.

How has Lansing Street Advisors's portfolio performed?

A portfolio copying Lansing Street Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.3% against +20.1%. Over 5 years: +11.1% a year against +16.8%.

When is Lansing Street Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lansing Street Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Lansing Street Advisors manage?

Lansing Street Advisors reported $555.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $469.5M.