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13F holdings · Q2 2026

Lansing Street Advisors

Ambler, PA · files as Lansing Street Advisors
Holdings as of Jun 30, 2026Filed Jul 24, 2026Next filing due Nov 16, 2026CIK 1926571

Lansing Street Advisors reported 166 stocks worth $469M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are VOO (16.2%), SPY (5.1%) and VCRB (3.9%). Compared with Q1 2026, the fund opened new positions in AAUA, ACIO and XLV, added to VOO, SPY and IEMG, trimmed VCRB, IVW and IVE and sold out of ECH, DJP and DVN.

Reported value$469M+18.5% vs last quarter
Stocks held16628 new · 12 sold out
Top 5 weight32.2%spread out
Turnover18%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
VOO
Vanguard S&P 500 ETF
$76.2M16.2%111K+6,633 (+6%)8 of 8
2
SPY
Spdr S&P 500 ETF TR
$23.8M5.1%32K+13K (+69%)8 of 8
3
VCRB
Vanguard Malvern Fds
$18.1M3.9%235K−22K (−9%)8 of 8
4
IVW
Ishares TR
$18M3.8%131K−12K (−9%)8 of 8
5
IVE
Ishares TR
$15.2M3.2%67K−3,789 (−5%)8 of 8
6
MCD
Mcdonalds Corp
$14.4M3.1%53K−199 (−0%)8 of 8
7
IEMG
Ishares Inc
$14M3.0%169K+8,093 (+5%)8 of 8
8
VUG
Vanguard Index Fds
$13M2.8%151K+126K (+501%)8 of 8
9
VBR
Vanguard Index Fds
$12.5M2.7%52K+142 (+0%)8 of 8
10
VEA
Vanguard Tax-Managed Fds
$12.3M2.6%173K+605 (+0%)8 of 8
🔒 156 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
ECH
Ishares Inc Msci Chile ETF
$2.6M66K
DJP
Brclys BK Ipath Bloom
$1.2M24K
DVN
Devon Energy Corp New
$1M20K
NFLX
Netflix Inc
$505K5,254
OIH
Vaneck ETF Trust
$392K970

🔒 Free account: see all 12.

Options

valued at the underlying shares
StockTypeValueSharesChange
SPY
Spdr S&P 500 ETF TR
Put$2.2M3,000+3,000

Reported value

last 8 quarters
$272MQ3 '24
$287MQ4 '24
$299MQ1 '25
$336MQ2 '25
$377MQ3 '25
$389MQ4 '25
$396MQ1 '26
$469MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Jul 24, 202613F-HRQ2 2026SEC filing ↗

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Lansing Street Advisors 13F FAQ

What does Lansing Street Advisors own?

Lansing Street Advisors reported 166 stocks worth $469M in its 13F filing for Q2 2026, filed Jul 24, 2026. Its largest holdings are VOO (16.2%), SPY (5.1%) and VCRB (3.9%). The table above lists every position in the filing (the top 10 without an account).

What did Lansing Street Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 28 new positions, 82 added to, 43 trimmed and 12 sold out. New positions include AAUA, ACIO and XLV. It sold all of ECH, DJP and DVN.

When will Lansing Street Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Lansing Street Advisors's portfolio worth?

The Q2 2026 filing reports $469M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.