LANE BROTHERS & CO INC

Q1 2026 13F Holdings

  • Location
    prescott, AZ
  • Num holdings

    83

  • Value ($000)

    $137,220

  • Date Filed
    05/05/2026
  • Form type
    13F-HR
  • CIK
    0001177416
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
$17.76M
13 %

351,003

FLTR

VANECK ETF TRUST

IG FLOATING RATE
$15.84M
12 %

621,858

AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$7.68M
6 %

90,574

VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$7.17M
5 %

111,845

QGRO

AMERICAN CENTY ETF TR

US QUALITY GROW
$6.94M
5 %

66,111

---

INVESCO ACTIVELY MANAGED EXC

S&P 500 EQUAL WE
$6.5M
5 %

130,067

IVV

ISHARES TR

CORE S&P500 ETF
$6.26M
5 %

9,587

AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$4.64M
3 %

41,715

IFRA

ISHARES TR

US INFRASTRUC
$3.91M
3 %

68,326

PAVE

GLOBAL X FDS

US INFR DEV ETF
$3.52M
3 %

69,248

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