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Jon Stanfield

Lexaurum Advisors, Llc

Assets Managed
$771.147M
Holdings
400
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
9.37%(2Q avg: 10.35%)
Sustained Growth
13 quarters

Portfolio positions

This chart displays the top 10 holdings in Lexaurum Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 400 positions.

Assets under management

The assets under management (AUM) of Lexaurum Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 13 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 771.147M in assets, with a quarterly growth rate of 9.37% and a 2-quarter average growth rate of 10.35%. The portfolio is managed by Jon Stanfield, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Increased 15.99%
6.03%
$46.481M
371,461 shares@ $125.13 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -6.58%
3.66%
$28.21M
557,404 shares@ $50.61 avg price
GSIE
Goldman Sachs Activebeta Int
Recent Activity
Increased 9.24%
3.32%
$25.596M
593,460 shares@ $43.13 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 5.32%
3.1%
$23.849M
214,512 shares@ $111.19 avg price
AAPL
Apple Inc
Recent Activity
Increased 12.19%
2.7%
$20.811M
82,002 shares@ $253.79 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Increased 13.49%
2.69%
$20.677M
497,767 shares@ $41.54 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 13.56%
2.52%
$19.431M
741,624 shares@ $26.2 avg price
SHW
Sherwin-williams Co The
Recent Activity
Decreased -1.32%
1.88%
$14.437M
45,038 shares@ $320.56 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
1.87%
$14.363M
20 shares@ $718140.0 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -3.23%
1.83%
$14.07M
29,362 shares@ $479.2 avg price

1-10 of 400