DOSSIER · 13F-HR · Q1 2026

LANE BROTHERS & CO INC

$137M in tracked AUM across 83 positions as of Q1 2026.

LB
CIK 0001177416 · last filed Mar 31, 2026
Total AUM
$137M
as of Q1 2026
Holdings
83
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

LANE BROTHERS & CO INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JPST
J P MORGAN EXCHANGE TRADED F
$18M351K12.9%
02
FLTR
VANECK ETF TRUST
$16M622K11.5%
03
AVDE
AMERICAN CENTY ETF TR
$8M91K5.6%
04
VEA
VANGUARD TAX-MANAGED FDS
$7M112K5.2%
05
QGRO
AMERICAN CENTY ETF TR
$7M66K5.1%
06
RSPA
INVESCO ACTIVELY MANAGED EXC
$7M130K4.7%
07
IVV
ISHARES TR
$6M10K4.6%
08
AVUS
AMERICAN CENTY ETF TR
$5M42K3.4%
09
IFRA
ISHARES TR
$4M68K2.8%
10
PAVE
GLOBAL X FDS
$4M69K2.6%

Filing history

2026Q1Mar 31
$137M 0.7%
83 positionsView →
2025Q4Dec 31
$138M
83 positionsView →