DOSSIER · 13F-HR · Q1 2026

LaSalle St. Investment Advisors, LLC

LaSalle St. Investment's family office based in New York, NY $710M in tracked AUM across 411 positions as of Q1 2026.

LS
LaSalle St. Investment·New York, NY·Family Office
CIK 0001966193 · last filed Mar 31, 2026
Total AUM
$710M
5.6%
vs prior
Holdings
411
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
Top sector
Financials
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LaSalle St. Investment Advisors, LLC 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
VTI
VANGUARD INDEX FDS
$81M252K11.4%
02
SHV
ISHARES TR
$42M384K6.0%
03
VUG
VANGUARD INDEX FDS
$24M56K3.4%
04
VTV
VANGUARD INDEX FDS
$22M114K3.2%
05
NVDA
NVIDIA CORPORATION
$22M124K3.1%
06
AAPL
APPLE INC
$20M77K2.8%
07
VEU
VANGUARD INTL EQUITY INDEX F
$16M207K2.2%
08
SPY
STATE STR SPDR S&P 500 ETF T
$15M24K2.2%
09
SWAN
AMPLIFY ETF TR
$15M474K2.1%
10
BILS
SPDR SERIES TRUST
$11M113K1.6%

Filing history

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