Sign In
test

Vincent Incerto

Lasalle St. Investment Advisors, Llc

Assets Managed
$709.963M
Holdings
411
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
14.33%(2Q avg: 12.83%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Lasalle St. Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 411 positions.

Assets under management

The assets under management (AUM) of Lasalle St. Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 709.963M in assets, with a quarterly growth rate of 14.33% and a 2-quarter average growth rate of 12.83%. The portfolio is managed by Vincent Incerto, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.05%
11.4%
$80.926M
252,254 shares@ $320.82 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Increased 27%
5.98%
$42.427M
384,338 shares@ $110.4 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 12.09%
3.44%
$24.353M
55,754 shares@ $436.8 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.18%
3.16%
$22.369M
114,010 shares@ $196.21 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 17.72%
3.06%
$21.711M
124,491 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 12.68%
2.76%
$19.556M
77,054 shares@ $253.8 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -0.69%
2.2%
$15.574M
207,374 shares@ $75.11 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.11%
2.18%
$15.44M
23,741 shares@ $650.35 avg price
SWAN
Amplify Blackswan Growth Tsy
Recent Activity
Decreased -2.14%
2.08%
$14.715M
473,747 shares@ $31.07 avg price
BILS
Spdr Bloomberg 3-12 Month T-
Recent Activity
New Position
1.59%
$11.283M
113,466 shares@ $99.44 avg price

1-10 of 411