Lexaurum Advisors Q2 2026 Portfolio Activity Report
This report details observable purchases and sales by Lexaurum Advisors in their portfolio as of June 30, 2026.
Financial advisors manage substantial portfolios, making their investment decisions a matter of public interest. Lexaurum Advisors, identified through filings on the InsiderSet platform, has shown activity across various sectors during the quarter ending June 30, 2026.
Holding Count and Sector Diversification: The portfolio held a total of Lexaurum Advisors, Llc 391 holdings as of June 30. This indicates a diversified approach to investing.
Prominent Holdings: Among the top allocations are exchange-traded funds (ETFs) and large-cap stocks like Apple Inc (AAPL). The portfolio allocates approximately 5.93% to the Goldman Sachs ETF TR (GSLC), 3.62% to J P Morgan Exchange Traded Fund (JPST), and 2.74% to Apple Inc (AAPL). Other significant positions include the Vanguard Index Fund (VTI) at about 1.77%, and Berkshire Hathaway Inc Del (BRK-A) holding a substantial allocation of roughly 1.73%.
Significant Purchases: The investor demonstrated notable buying activity during this quarter, particularly in exchange-traded funds and index funds. Key purchases include the Vanguard Index Fund VI (FTGC) with a significant increase of 367.62% in holdings percentage (0.88%). The Invesco Exchange Traded Fund Trust (PPA), known as INVESCO EXCHANGE TRADED FD T, saw a massive jump of 1253.46% in its portfolio allocation (0.54%). Furthermore, the Vanguard Index Fund (VO) increased by approximately 9.74%, adding to its existing 0.65% allocation.
Significant Sales: Conversely, Lexaurum Advisors also disposed of some positions during the quarter. The most substantial sale was recorded for Sprott Asset Management LP (PHYS) with a staggering 50.73% reduction in its allocation (down to 0.59%). Another significant ETF holding, First TR Exchange Traded Fund VI (FTGC), also saw a large decrease of -20.29% in its allocation percentage.
Other Changes and Portfolio Indicators: The investor's portfolio shows moderate changes across other holdings, such as J P Morgan Exchange Traded Fund (JPST) with an 11.23% increase in allocation (now at 3.62%), and Precigen Inc (PGEN) which decreased by -7.4%. The portfolio exhibits a top5 weight percentage of 18.38%, indicating concentration in the largest holdings, with a mix of ETFs and individual stocks. Lexaurum Advisors has both large buying and selling activities this quarter.