SEC 13F Intelligence

Managers / Q2 2022 · view latest →

LifePro Asset Management

CIK 0001838533 · 11512 EL CAMINO REAL, SUITE 100, SAN DIEGO, CA, 92130 · 888 543-3776

Reported Value
$193M
Q2 2022
Positions
112
Filings on Record
18
2019–present window
Filed
Jul 15, 2022
original filing

Summary

Lifepro Asset Management reported $193M in U.S.-listed holdings across 112 positions for Q2 2022.

Its largest position, Spdr, represents 3.9% of the portfolio.

Compared with Q1 2022, the fund opened 24 new positions and exited 38.

Portfolio Metrics

Turnover
+34.7%
vs prior filed quarter
Top-10 Concentration
+32.6%
share of reported value
Largest Position
+3.9%
Spdr
New / Exited
24 / 38
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $322MQ4 ’20Q1 ’21: $316MQ2 ’21: $338MQ2 ’21Q3 ’21: $330MQ4 ’21: $338MQ4 ’21Q1 ’22: $279MQ2 ’22: $193MQ2 ’22Q3 ’22: $174MQ4 ’22: $137MQ4 ’22Q1 ’23: $138MQ2 ’23: $130MQ2 ’23Q3 ’23: $121MQ4 ’23: $129MQ4 ’23Q1 ’24: $151MQ2 ’24: $139MQ2 ’24Q3 ’24: $163Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 50.0%ETP: 33.0%ADR: 13.8%Other: 2.6%REIT: 0.6%
  • Common Stock · 50.0% · $97M
  • ETP · 33.0% · $64M
  • ADR · 13.8% · $27M
  • Other · 2.6% · $5M
  • REIT · 0.6% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPDR SER TRNEW+100.9K100.9K+$7M$7M
PDDPINDUODUO INCNEW+105.9K105.9K+$7M$7M
BIDUNBAIDU INCNEW+39.3K39.3K+$6M$6M
RBLXROBLOX CORPNEW+157.1K157.1K+$5M$5M
COLLABORATIVE INVESTMNT SERNEW+245.3K245.3K+$5M$5M
ZMZOOM VIDEO COMMUNICATIONS INNEW+46.5K46.5K+$5M$5M
BEKEKE HLDGS INCNEW+279.0K279.0K+$5M$5M
SEDGSOLAREDGE TECHNOLOGIES INCNEW+16.8K16.8K+$5M$5M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2022

40 positions
#IssuerClass% PortfolioValueShares
1ISHARES TR1 3 YR TREAS BD · IBOXX HI YD ETF · PFD AND INCM SEC · IBOXX INV CP ETF · FLTG RATE NT ETF · 20 YR TR BD ETF · JPMORGAN USD EMG13.16%$25M392.1K
2SPDR SER TRS&P BIOTECH · BLOOMBERG HIGH Y5.46%$11M134.6K
3COLLABORATIVE INVESTMNT SERMOHR GROWTH ETF · MINDFUL CNSRVTV · ADAPTIVE CORE4.72%$9M439.1K
4ENPHENPHASE ENERGY INChistory →COM3.84%$7M38.0K
5PDDPINDUODUO INChistory →SPONSORED ADS3.39%$7M105.9K
6BABAALIBABA GROUP HLDG LTDhistory →SPONSORED ADS3.37%$7M57.2K
7VUGVANGUARD INDEX FDShistory →GROWTH ETF3.14%$6M27.2K
8BIDUNBAIDU INChistory →SPON ADR REP A3.02%$6M39.3K
9NOWSERVICENOW INChistory →COM2.79%$5M11.3K
10TSLATESLA INChistory →COM2.77%$5M7.9K
11RBLXROBLOX CORPhistory →CL A2.67%$5M157.1K
12FTNTFORTINET INChistory →COM2.64%$5M90.1K
13ZMZOOM VIDEO COMMUNICATIONS INhistory →CL A2.60%$5M46.5K
14BEKEKE HLDGS INChistory →SPONSORED ADS2.59%$5M279.0K
15CRWDCROWDSTRIKE HLDGS INChistory →CL A2.48%$5M28.4K
16UUNITY SOFTWARE INChistory →COM2.48%$5M129.9K
17SEDGSOLAREDGE TECHNOLOGIES INChistory →COM2.38%$5M16.8K
18TWLOTWILIO INChistory →CL A2.37%$5M54.7K
19DKNGDRAFTKINGS INC NEWhistory →COM CL A2.28%$4M377.4K
20DASHDOORDASH INChistory →CL A2.27%$4M68.2K
21PATHUIPATH INChistory →CL A2.22%$4M235.6K
22DDOGDATADOG INChistory →CL A COM1.78%$3M36.2K
23VANGUARD SPECIALIZED FUNDSDIV APP ETF1.63%$3M21.9K
24GTLBGITLAB INChistory →CLASS A COM1.62%$3M58.8K
25VIPSVIPSHOP HOLDINGS LIMITEDhistory →SPONSORED ADS A1.43%$3M279.3K
26SELECT SECTOR SPDR TRTECHNOLOGY · SBI CONS DISCR1.20%$2M17.6K
27CHVCHEVRON CORP NEWCOM0.78%$2M10.4K
28CRCCANADIAN NAT RES LTDCOM0.76%$1M27.3K
29MSFTMICROSOFT CORPCOM0.67%$1M5.0K
30AAPLAPPLE INCCOM0.52%$1M7.3K
31EXMOCEXXON MOBIL CORPCOM0.50%$971,00011.3K
32VANGUARD WHITEHALL FDSHIGH DIV YLD0.48%$932,0009.2K
33SCHWAB STRATEGIC TRUS DIVIDEND EQ0.45%$871,00012.2K
34MCDMCDONALDS CORPCOM0.45%$868,0003.5K
35HDHOME DEPOT INCCOM0.44%$851,0003.1K
36JNJJOHNSON & JOHNSONCOM0.44%$848,0004.8K
37EMREMERSON ELEC COCOM0.40%$775,0009.7K
38COSTCOSTCO WHSL CORP NEWCOM0.39%$757,0001.6K
39PFEPFIZER INCCOM0.39%$748,00014.3K
40MRKMERCK & CO INCCOM0.36%$702,0007.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2024$163M151Oct 9, 202413F-HRchanges · EDGAR ↗
Q2 2024$139M130Jul 10, 202413F-HRchanges · EDGAR ↗
Q1 2024$151M127Apr 25, 202413F-HRchanges · EDGAR ↗
Q4 2023$129M105Feb 15, 202413F-HRchanges · EDGAR ↗
Q3 2023$121M104Oct 5, 202313F-HRchanges · EDGAR ↗
Q2 2023$130M105Jul 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$138M106Apr 4, 202313F-HRchanges · EDGAR ↗
Q4 2022$137M105Feb 15, 202313F-HRchanges · EDGAR ↗
Q3 2022$174M77Nov 4, 202213F-HRchanges · EDGAR ↗
Q2 2022$193M112Jul 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$279M126May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$338M126Jan 31, 202213F-HRchanges · EDGAR ↗
Q3 2021$330M96Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$338M84Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$316M81Apr 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$322M88Feb 8, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.