LexAurum Advisors, LLC

RIA/Wealth

LexAurum Advisors, LLC is a RIA/Wealth based in Overland Park, KS led by Peter Wellington Hughes, reporting $1.0B in AUM as of Q3 2025 with 70% ETF concentration.

CEOPeter Wellington Hughes

Portfolio Value: $676.7M
Positions: 362
Top Holding: GSLC at 6.17%
Last Reported: Q3 2025

Address16010 Metcalf Avenue, Suite 101, Overland Park, KS, 66085, United States

Top Holdings

Largest long holdings in LexAurum Advisors, LLC's portfolio (32.5% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Goldman Sachs ActiveBeta U.S. Large Cap Equity GSLC	ETF ETF	$41.7M	6.17%	+$2.8M Bought	— 320.3K shares	Q4 2022 Held for 2y 11m
2 JPMorgan Ultra-Short Income JPST	ETF ETF	$30.3M	4.47%	+$1.4M Bought	— 596.7K shares	Q4 2017 Held for 7y 11m
3 Goldman Sachs ActiveBeta International Equity GSIE	ETF ETF	$22.3M	3.30%	+$2.2M Bought	— 543.3K shares	Q4 2022 Held for 2y 11m
4 Avantis U.S. Equity AVUS	ETF ETF	$22.1M	3.27%	-$677.5K Sold	— 203.7K shares	Q1 2022 Held for 3y 8m
5 Apple AAPL	Consumer Electronics Technology	$18.6M	2.75%	+$1.4M Bought	0.00% 73.1K shares	Q4 2017 Held for 7y 11m
6 Avantis Core Fixed Income AVIG	ETF ETF	$18.5M	2.73%	+$1.4M Bought	— 438.6K shares	Q4 2022 Held for 2y 11m
7 Vanguard Total Stock Market VTI	ETF ETF	$18.0M	2.66%	+$318.7K Bought	— 54.9K shares	Q4 2017 Held for 7y 11m
8 PYLD PIMCO Multi Sector Bond Active PYLD	ETF ETF	$17.5M	2.59%	+$2.9M Bought	— 653.1K shares	Q4 2024 Held for 11 months
9 Sherwin-Williams SHW	Chemicals - Specialty Basic Materials	$15.8M	2.34%	-$121.2K Sold	0.02% 45.6K shares	Q4 2024 Held for 11 months
10 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$15.3M	2.25%	+$3.3M Bought	0.00% 30.3K shares	Q4 2019 Held for 5y 11m

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Changes

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

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Market Value

$676.7M

Prior: $612.1M

Q/Q Change

+10.55%

+$64.6M

Net Flows % of MV

+3.65%

Turnover Ratio

6.02%

New Purchases

20 stocks

$8.1M

Added To

165 stocks

+$44.0M

Sold Out Of

16 stocks

$7.9M

Reduced Holdings

146 stocks

-$19.4M

Increased Positions

Position	Shares Δ	Change
1 XJUL FT Vest U.S. Equity Enhance & Moderate Buffer ETF XJUL	New	0 → 56.7K +$2.2M
2 Palantir Technologies Inc. PLTR	New	0 → 3.5K +$644.3K
3 UXOC FT Vest U.S. Equity Uncapped Accelerator UXOC	New	0 → 12.6K +$440.8K
4 Illinois Tool Works ITW	New	0 → 1.6K +$414.6K
5 SIVR abrdn Physical Silver Shares SIVR	New	0 → 8.3K +$369.8K

Decreased Positions

Position	Shares Δ	Change
1 iShares Floating Rate Bond FLOT	Sold	44.5K → 0 −$2.3M
2 VIOG Vanguard S&P Small-Cap 600 Growth ETF VIOG	Sold	15.2K → 0 −$1.7M
3 BOND PIMCO Active Bond BOND	Sold	7.3K → 0 −$675.6K
4 Walgreens Boots Alliance WBA	Sold	51.0K → 0 −$584.9K
5 Sinclair, Inc. SBGI	Sold	20.8K → 0 −$286.9K

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Analytics

Portfolio insights and performance metrics for LexAurum Advisors, LLC

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Sector Allocation

ETF

69.80%

Technology

7.90%

Financial Services

6.50%

Healthcare

3.30%

Basic Materials

2.50%

Consumer Cyclical

1.80%

Industrials

1.70%

Communication Services

1.70%

Energy

1.10%

Consumer Defensive

0.70%

Utilities

0.60%

Real Estate

0.20%

Market Cap Distribution

Mega Cap (> $200B)

19.24%

Large Cap ($10B - $200B)

7.86%

Mid Cap ($2B - $10B)

0.14%

Small Cap ($300M - $2B)

0.87%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.03%

N/A (ETF or Unknown)

71.86%

Portfolio Concentration

Top 10 Holdings %

32.53%

Top 20 Holdings %

47.81%

Top 50 Holdings %

68.6%

Top 100 Holdings %

81.54%