Institutional Manager · CIK 0001966193
LaSalle St. Investment Advisors, LLC
ELMHURST, IL · File #028-23130
Latest AUM
$620,991
Positions
365
Top-10 Concentration
59.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025365 pos · $620,991
- 13F HOLDINGS REPORTQ/E Sep 2025354 pos · $557,818
- 13F HOLDINGS REPORTQ/E Jun 2025323 pos · $364,579
- 13F HOLDINGS REPORTQ/E Mar 2025318 pos · $424,364
- 13F HOLDINGS REPORTQ/E Dec 2024286 pos · $322,468
- 13F HOLDINGS REPORTQ/E Sep 2024208 pos · $254,516
- 13F HOLDINGS REPORTQ/E Jun 2024165 pos · $200,185
- 13F HOLDINGS REPORTQ/E Mar 2024138 pos · $178,021
- 13F HOLDINGS REPORTQ/E Dec 2023120 pos · $204,492
- 13F HOLDINGS REPORTQ/E Sep 2023118 pos · $225,386
- 13F HOLDINGS REPORTQ/E Jun 2023123 pos · $22.6M
- 13F HOLDINGS REPORTQ/E Mar 202398 pos · $211,849
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 249,657 | $83,702 | 19.30% |
| 2 | ISHARES TR | 464288679 | 302,631 | $33,334 | 7.69% |
| 3 | VANGUARD INDEX FDS | 922908736 | 49,743 | $24,267 | 5.60% |
| 4 | VANGUARD INDEX FDS | 922908744 | 115,377 | $22,035 | 5.08% |
| 5 | NVIDIA CORPORATION | NVDA | 105,756 | $19,723 | 4.55% |
| 6 | APPLE INC | AAPL | 68,388 | $18,592 | 4.29% |
| 7 | SPDR S&P 500 ETF TR | SPY | 23,768 | $16,208 | 3.74% |
| 8 | AMPLIFY ETF TR | 032108888 | 484,138 | $15,719 | 3.63% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042775 | 208,816 | $15,360 | 3.54% |
| 10 | VANGUARD BD INDEX FDS | 921937835 | 133,202 | $9,866 | 2.28% |
| 11 | ISHARES TR | 464288638 | 181,177 | $9,761 | 2.25% |
| 12 | ISHARES TR | 464287200 | 13,769 | $9,431 | 2.17% |
| 13 | NUVEEN TAXABLE MUNICPAL INM | NU | 596,583 | $9,426 | 2.17% |
| 14 | ISHARES GOLD TR | IAU | 105,966 | $8,601 | 1.98% |
| 15 | VANGUARD INDEX FDS | 922908363 | 13,340 | $8,366 | 1.93% |
| 16 | ISHARES TR | 46434V100 | 156,820 | $7,950 | 1.83% |
| 17 | AMAZON COM INC | AMZN | 34,172 | $7,887 | 1.82% |
| 18 | SCHWAB STRATEGIC TR | 808524797 | 285,665 | $7,835 | 1.81% |
| 19 | MICROSOFT CORP | MSFT | 15,547 | $7,518 | 1.73% |
| 20 | BROADCOM INC | AVGO | 15,345 | $5,311 | 1.22% |