LaSalle St. Investment Advisors, LLC — 13F holdings

LaSalle St. Investment Advisors, LLC reported 429 holdings worth $818M in its 13F filing for Q2 2026, filed August 11, 2026. That's up 15.2% from $710M in Q1 2026, when it reported 411 holdings. Its 10 largest positions make up 37.2% of the portfolio.

LaSalle St. Investment Advisors, LLC's largest positions in Q2 2026

  1. VTI VANGUARD INDEX FDS — $93.4M (11.4%) · unchanged
  2. SHV ISHARES TR — $45.8M (5.6%) · added 8%
  3. VUG VANGUARD INDEX FDS — $27.4M (3.3%) · cut 5%
  4. VTV VANGUARD INDEX FDS — $25.3M (3.1%) · added 2%
  5. NVDA NVIDIA CORPORATION — $24.7M (3.0%) · unchanged
  6. AAPL APPLE INC — $22.3M (2.7%) · unchanged
  7. SPY SPDR S&P 500 ETF TR — $19.8M (2.4%) · added 12%
  8. VEU VANGUARD INTL EQUITY INDEX F — $17.7M (2.2%) · added 2%
  9. SWAN AMPLIFY ETF TR — $16.4M (2.0%) · added 4%
  10. IAU ISHARES GOLD TR — $11.7M (1.4%) · added 35%
  11. BILS SPDR SERIES TRUST — $11.2M (1.4%) · unchanged
  12. BND VANGUARD BD INDEX FDS — $10.8M (1.3%) · added 6%
  13. IVV ISHARES TR — $10.6M (1.3%) · unchanged
  14. NBB NUVEEN TAXABLE MUNICPAL INM — $9.85M (1.2%) · added 3%
  15. IGIB ISHARES TR — $9.69M (1.2%) · added 3%
  16. SCHD SCHWAB STRATEGIC TR — $9.31M (1.1%) · added 4%
  17. MAGS LISTED FDS TR — $9.18M (1.1%) · unchanged
  18. AMZN AMAZON COM INC — $8.91M (1.1%) · added 1%
  19. BIL SPDR SERIES TRUST — $8.63M (1.1%) · unchanged
  20. SLQD ISHARES TR — $8.46M (1.0%) · added 5%

What LaSalle St. Investment Advisors, LLC bought in Q2 2026

43 new positions and 156 positions added to.

  1. IJH ISHARES TR — added, about $3.56M
  2. AVEM AMERICAN CENTY ETF TR — added, about $3.44M
  3. SHV ISHARES TR — added, about $3.37M
  4. IAU ISHARES GOLD TR — added, about $3.01M
  5. FDVV FIDELITY COVINGTON TRUST — added, about $2.95M
  6. IVE ISHARES TR — added, about $2.58M
  7. SPY SPDR S&P 500 ETF TR — added, about $2.07M
  8. FELG FIDELITY COVINGTON TRUST — added, about $1.48M
  9. INEQ COLUMBIA ETF TR I — added, about $1.30M
  10. HPQ HP INC — new position, about $1.21M

What LaSalle St. Investment Advisors, LLC sold in Q2 2026

25 positions sold out and 104 reduced.

  1. UNH UNITEDHEALTH GROUP INC — cut 56%, about $2.27M
  2. IEMG ISHARES INC — cut 90%, about $1.91M
  3. RDVY FIRST TR EXCHANGE TRADED FD — cut 60%, about $1.68M
  4. VUG VANGUARD INDEX FDS — cut 5%, about $1.44M
  5. BPRE BLUEROCK PVT REAL ESTATE FD — cut 40%, about $1.03M
  6. ITA ISHARES TR — sold out, about $881K
  7. VRT VERTIV HOLDINGS CO — cut 39%, about $565K
  8. LNG CHENIERE ENERGY INC — cut 42%, about $526K
  9. FBTC FIDELITY WISE ORIGIN BITCOIN — cut 23%, about $523K
  10. PFF ISHARES TR — sold out, about $403K

LaSalle St. Investment Advisors, LLC portfolio value by quarter

What does LaSalle St. Investment Advisors, LLC own?

Its largest positions in Q2 2026 were VTI, SHV, VUG, VTV, NVDA, out of 429 holdings worth $818M.

What did LaSalle St. Investment Advisors, LLC buy last quarter?

In Q2 2026 it opened 43 new positions and added to 156; the largest buys were IJH, AVEM, SHV.

What did LaSalle St. Investment Advisors, LLC sell last quarter?

In Q2 2026 it sold out of 25 positions and reduced 104, including ITA, PFF, VT.