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Jon Stanfield

Lexaurum Advisors, Llc

Assets Managed
$865.792M
Holdings
423
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.28%(2Q avg: 10.82%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Lexaurum Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 423 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 14 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 865.792M in assets, with a quarterly growth rate of 12.28% and a 2-quarter average growth rate of 10.82%. The portfolio is managed by Jon Stanfield, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -2.57%
5.94%
$51.348M
361,888 shares@ $141.9 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 11.23%
3.63%
$31.353M
619,993 shares@ $50.57 avg price
GSIE
Goldman Sachs Activebeta Int
Recent Activity
Decreased -0.5%
3.12%
$26.985M
590,479 shares@ $45.71 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -6.2%
2.98%
$25.771M
201,207 shares@ $128.08 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.15%
2.74%
$23.69M
81,871 shares@ $289.37 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 9.75%
2.5%
$21.584M
813,864 shares@ $26.52 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Increased 3.27%
2.46%
$21.285M
514,015 shares@ $41.42 avg price
SHW
Sherwin-williams Co The
Recent Activity
Increased 0.02%
1.8%
$15.51M
45,045 shares@ $344.32 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.15%
1.78%
$15.354M
41,493 shares@ $370.05 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
1.73%
$14.977M
20 shares@ $748850.0 avg price

1-10 of 423