§ 13F · FUND PROFILE
Livelsberger Financial Advisory.
AUM · $3M (13F)Positions · 6Turnover · n/a · Q4Filed · Jan 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SBH | None | 0 | $0K | — | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIVELSBERGER SIGNAL
AC read
Livelsberger Financial Advisory is a Other fund managing $3 million in assets. The fund runs a focused portfolio of just 6 positions.
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