Lansing Street Advisors

RIA/Wealth

Lansing Street Advisors is a RIA/Wealth based in Ambler, PA led by Matthew Topley, reporting $438.7M in AUM as of Q3 2025 with 76% ETF concentration, 51% concentrated in top 10 holdings, 19% allocation to VOO, and minimal technology exposure.

CEOMatthew Topley

Portfolio Value: $375.2M
Positions: 140
Top Holding: VOO at 18.54%
Last Reported: Q3 2025

Address124 S Maple Street, Suite 325, Ambler, PA, 19002, United States

Top Holdings

Largest long holdings in Lansing Street Advisors's portfolio (51.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$69.6M	18.54%	-$1.0M Sold	— 113.3K shares	Q4 2023 Held for 1y 11m
2 iShares S&P 500 Growth ETF IVW	ETF ETF	$16.3M	4.34%	+$2.7M Bought	— 134.8K shares	Q4 2023 Held for 1y 11m
3 McDonald's MCD	Restaurants Consumer Cyclical	$16.1M	4.28%	+$120.6K Bought	0.01% 52.9K shares	Q4 2023 Held for 1y 11m
4 Invesco QQQ Trust QQQ	ETF ETF	$14.9M	3.96%	+$840.3K Bought	— 24.7K shares	Q4 2023 Held for 1y 11m
5 VCRB Vanguard Core Bond VCRB	ETF ETF	$14.5M	3.87%	+$7.4M Bought	— 185.4K shares	Q1 2024 Held for 1y 8m
6 Vanguard Growth VUG	ETF ETF	$13.2M	3.52%	+$143.6K Bought	— 27.5K shares	Q4 2023 Held for 1y 11m
7 SPDR S&P 500 ETF Trust SPY	ETF ETF	$12.8M	3.42%	-$25.4K Sold	— 19.2K shares	Q4 2023 Held for 1y 11m
8 iShares S&P 500 Value IVE	ETF ETF	$12.5M	3.34%	+$3.1M Bought	— 60.7K shares	Q4 2023 Held for 1y 11m
9 Chipotle Mexican Grill CMG	Restaurants Consumer Cyclical	$11.6M	3.09%	-$196.0 Sold	0.02% 296.0K shares	Q4 2023 Held for 1y 11m
10 Vanguard Small-Cap Value VBR	ETF ETF	$10.8M	2.89%	+$657.8K Bought	— 51.7K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Lansing Street Advisors's latest filing

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Market Value

$375.2M

Prior: $334.3M

Q/Q Change

+12.21%

+$40.8M

Net Flows % of MV

+5.42%

Turnover Ratio

9.02%

New Purchases

8 stocks

$7.5M

Added To

79 stocks

+$34.9M

Sold Out Of

7 stocks

$4.3M

Reduced Holdings

41 stocks

-$17.8M

Increased Positions

Position	Shares Δ	Change
1 TLH iShares 10-20 Year Treasury Bond TLH	New	0 → 18.2K +$1.9M
2 Precigen PGEN	New	0 → 547.0K +$1.8M
3 BlackRock Flexible Income BINC	New	0 → 29.3K +$1.6M
4 BlackRock Intermediate Muni Income Bond INMU	New	0 → 28.3K +$676.6K
5 Figma FIG	New	0 → 12.0K +$623.1K

Decreased Positions

Position	Shares Δ	Change
1 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD	Sold	43.5K → 0 −$1.4M
2 HYDB iShares High Yield Systematic Bond HYDB	Sold	13.7K → 0 −$648.1K
3 Aon plc AON	Sold	1.6K → 0 −$584.4K
4 DJP iPath Bloomberg Commodity Index Total Return DJP	Sold	14.7K → 0 −$500.4K
5 IAU iShares Gold Trust IAU	Sold	7.5K → 0 −$465.1K

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Analytics

Portfolio insights and performance metrics for Lansing Street Advisors

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Sector Allocation

ETF

75.80%

Consumer Cyclical

8.60%

Technology

4.10%

Financial Services

2.80%

Healthcare

2.40%

Communication Services

1.80%

Industrials

1.50%

Consumer Defensive

0.60%

Utilities

0.50%

Energy

0.10%

Market Cap Distribution

Mega Cap (> $200B)

14.14%

Large Cap ($10B - $200B)

7.56%

Mid Cap ($2B - $10B)

0.08%

Small Cap ($300M - $2B)

0.53%

N/A (ETF or Unknown)

77.69%

Portfolio Concentration

Top 10 Holdings %

51.26%

Top 20 Holdings %

68.84%

Top 50 Holdings %

85.92%

Top 100 Holdings %

96.91%