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Lion Street Advisors, LLC
Lion Street Advisors, LLC provides investment advisory services including asset management, portfolio monitoring, and financial planning to individuals and high net worth individuals.
Investment Strategy
Offering wrap and non-wrap programs for asset management; discretionary and non-discretionary investment management services.
Latest 13F Filing Activity
Lion Street Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 274 equity positions with a total 13F market value of $330M. The fund increased holdings in Invesco QQQ TR, Vanguard Index FDS, Trust for Professional Manag among other positions. Lion Street Advisors, LLC reduced exposure to General MLS Inc., SPDR Ser TR, Apple Inc. among others.
Top Holdings
Equity Positions (274)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GIS | GENERAL MLS INC | 16.92% | $55.8M | 1,076,434 | $61.87 | $51.81 | -$8.6M |
Q QQQ | INVESCO QQQ TR | 3.24% | $10.7M | 19,338 | $379.52 | $551.64 | +$2.7M |
V VOO | VANGUARD INDEX FDS | 2.64% | $8.7M | 15,297 | $479.70 | $568.03 | +$2.3M |
C COST | COSTCO WHSL CORP NEW | 2.48% | $8.2M | 8,242 | $591.50 | $989.94 | +$99.6K |
S SCHD | SCHWAB STRATEGIC TR | 2.15% | $7.1M | 267,754 | $25.35 | $26.50 | +$482.2K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | United States |
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