DOSSIER · 13F-HR · Q2 2026

LANE BROTHERS & CO INC

$153M in tracked AUM across 95 positions as of Q2 2026.

LB
CIK 0001177416 · last filed Jun 30, 2026
Total AUM
$153M
as of Q2 2026
Holdings
95
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

LANE BROTHERS & CO INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JPST
J P MORGAN EXCHANGE TRADED F
$17M342K11.3%
02
FLTR
VANECK ETF TRUST
$17M671K11.2%
03
AVUS
AMERICAN CENTY ETF TR
$10M76K6.3%
04
AVDE
AMERICAN CENTY ETF TR
$10M109K6.3%
05
RSPA
INVESCO ACTIVELY MANAGED EXC
$8M149K5.2%
06
IVV
ISHARES TR
$7M9K4.4%
07
VEA
VANGUARD TAX-MANAGED FDS
$6M81K3.8%
08
BUCK
SIMPLIFY EXCHANGE TRADED FUN
$4M175K2.7%
09
IFRA
ISHARES TR
$4M62K2.5%
10
PAVE
GLOBAL X FDS
$4M65K2.5%

Filing history

2026Q2Jun 30
$153M 11.4%
95 positionsView →
2026Q1Mar 31
$137M 0.7%
83 positionsView →
2025Q4Dec 31
$138M
83 positionsView →