# EDGAR Filing Document

**Accession Number:** 0001767952
**File Stem:** 0001398344-23-000826
**Filing Date:** 2023-1
**Character Count:** 14592
**Document Hash:** e1f87b3c31b7c39e9a00f99c832588a8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-23-000826.hdr.sgml**: 20230120

**ACCESSION NUMBER**: 0001398344-23-000826

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230120

**DATE AS OF CHANGE**: 20230120

**EFFECTIVENESS DATE**: 20230120

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Lehman & Derafelo Financial Resources LLC
- **CENTRAL INDEX KEY:** 0001767952
- **IRS NUMBER:** 823951929
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19273
- **FILM NUMBER:** 23540795

**BUSINESS ADDRESS:**
- **STREET 1:** 1215 W. BALTIMORE PIKE
- **STREET 2:** SUITE 8
- **CITY:** MEDIA
- **STATE:** PA
- **ZIP:** 19063
- **BUSINESS PHONE:** 610-565-2343

**MAIL ADDRESS:**
- **STREET 1:** 1215 W. BALTIMORE PIKE
- **STREET 2:** SUITE 8
- **CITY:** MEDIA
- **STATE:** PA
- **ZIP:** 19063

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Lehman  Derafelo Financial Resources LLC<br>**Address:** 1215 W. BALTIMORE PIKE<br>SUITE 8<br>MEDIA, PA 19063

**Form 13F File Number:** 028-19273

**CRD Number (if applicable):** 000292523

**SEC File Number (if applicable):** 801-113642

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Richard Derafelo<br>**Title:** Chief Compliance Officer<br>**Phone:** 610-565-2343

**Signature, Place, and Date of Signing:**

/s/ Richard Derafelo  Media, PA  01-20-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 110

**Form 13F Information Table Value Total:** $337109041

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 324580 | 2008 | SH |  | SOLE |  | 2008 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1246200 | 14045 | SH |  | SOLE |  | 14045 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 531145 | 6020 | SH |  | SOLE |  | 6020 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 11065942 | 131737 | SH |  | SOLE |  | 131737 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 407351 | 4290 | SH |  | SOLE |  | 4290 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 5255709 | 40450 | SH |  | SOLE |  | 40450 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 357701 | 19430 | SH |  | SOLE |  | 19430 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 9110809 | 275085 | SH |  | SOLE |  | 275085 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 937422 | 2 | SH |  | SOLE |  | 2 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 19640572 | 63582 | SH |  | SOLE |  | 63582 | 0 | 0 |
| BLACKROCK CR ALLOCATION INCO | COM | 092508100 |  | 1821814 | 180378 | SH |  | SOLE |  | 180378 | 0 | 0 |
| BLACKROCK MUN TARGET TERM TR | COM SHS BEN IN | 09257P105 |  | 858072 | 40304 | SH |  | SOLE |  | 40304 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 408982 | 2147 | SH |  | SOLE |  | 2147 | 0 | 0 |
| BROWN FORMAN CORP | CL A | 115637100 |  | 213720 | 3250 | SH |  | SOLE |  | 3250 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 526289 | 2197 | SH |  | SOLE |  | 2197 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 889014 | 4953 | SH |  | SOLE |  | 4953 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 268772 | 5942 | SH |  | SOLE |  | 5942 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 358888 | 5642 | SH |  | SOLE |  | 5642 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 255561 | 7308 | SH |  | SOLE |  | 7308 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 220188 | 1866 | SH |  | SOLE |  | 1866 | 0 | 0 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 259584 | 2724 | SH |  | SOLE |  | 2724 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 532336 | 1166 | SH |  | SOLE |  | 1166 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 10086208 | 108233 | SH |  | SOLE |  | 108233 | 0 | 0 |
| DANIMER SCIENTIFIC INC | COM CL A | 236272100 |  | 37770 | 21100 | SH |  | SOLE |  | 21100 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 478430 | 5507 | SH |  | SOLE |  | 5507 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 1144425 | 11112 | SH |  | SOLE |  | 11112 | 0 | 0 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 302652 | 590 | SH |  | SOLE |  | 590 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 2502928 | 103770 | SH |  | SOLE |  | 103770 | 0 | 0 |
| ESSENTIAL UTILS INC | COM | 29670G102 |  | 371071 | 7774 | SH |  | SOLE |  | 7774 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2106488 | 19098 | SH |  | SOLE |  | 19098 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 265106 | 2805 | SH |  | SOLE |  | 2805 | 0 | 0 |
| FIDELITY COVINGTON TRUST | DIVID ETF RISI | 316092832 |  | 10494761 | 263357 | SH |  | SOLE |  | 263357 | 0 | 0 |
| FORD MTR CO DEL | COM | 345370860 |  | 655932 | 56400 | SH |  | SOLE |  | 56400 | 0 | 0 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 |  | 320497 | 3825 | SH |  | SOLE |  | 3825 | 0 | 0 |
| GENERAL MTRS CO | COM | 37045V100 |  | 1418588 | 42170 | SH |  | SOLE |  | 42170 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 2298823 | 26777 | SH |  | SOLE |  | 26777 | 0 | 0 |
| GOLUB CAP BDC INC | COM | 38173M102 |  | 2487793 | 189042 | SH |  | SOLE |  | 189042 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 1008370 | 3192 | SH |  | SOLE |  | 3192 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 327992 | 2328 | SH |  | SOLE |  | 2328 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 46137V308 |  | 513360 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1450214 | 5446 | SH |  | SOLE |  | 5446 | 0 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 1625516 | 73820 | SH |  | SOLE |  | 73820 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 4739760 | 12336 | SH |  | SOLE |  | 12336 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 254405 | 6713 | SH |  | SOLE |  | 6713 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 226789 | 2794 | SH |  | SOLE |  | 2794 | 0 | 0 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 960780 | 7318 | SH |  | SOLE |  | 7318 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1637651 | 17304 | SH |  | SOLE |  | 17304 | 0 | 0 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 6272481 | 119317 | SH |  | SOLE |  | 119317 | 0 | 0 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 208719 | 4147 | SH |  | SOLE |  | 4147 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 1939385 | 18605 | SH |  | SOLE |  | 18605 | 0 | 0 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 1593921 | 27538 | SH |  | SOLE |  | 27538 | 0 | 0 |
| ISHARES TR | U S EQUITY FACTR | 46434V282 |  | 234060 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 2203300 | 44066 | SH |  | SOLE |  | 44066 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 2593709 | 51325 | SH |  | SOLE |  | 51325 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2577600 | 14592 | SH |  | SOLE |  | 14592 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 638740 | 4763 | SH |  | SOLE |  | 4763 | 0 | 0 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 344062 | 19030 | SH |  | SOLE |  | 19030 | 0 | 0 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 2957207 | 14203 | SH |  | SOLE |  | 14203 | 0 | 0 |
| MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 |  | 5475577 | 109054 | SH |  | SOLE |  | 109054 | 0 | 0 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 304511 | 901 | SH |  | SOLE |  | 901 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 876641 | 2521 | SH |  | SOLE |  | 2521 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 403953 | 1533 | SH |  | SOLE |  | 1533 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 4681019 | 42190 | SH |  | SOLE |  | 42190 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 318400 | 2646 | SH |  | SOLE |  | 2646 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2494994 | 10404 | SH |  | SOLE |  | 10404 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 379995 | 1289 | SH |  | SOLE |  | 1289 | 0 | 0 |
| NEWMONT CORP | COM | 651639106 |  | 1023260 | 21679 | SH |  | SOLE |  | 21679 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 97026668 | 1160606 | SH |  | SOLE |  | 1160606 | 0 | 0 |
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 |  | 25169460 | 359102 | SH |  | SOLE |  | 359102 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 229910 | 933 | SH |  | SOLE |  | 933 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 296471 | 3627 | SH |  | SOLE |  | 3627 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 501869 | 2778 | SH |  | SOLE |  | 2778 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 10853836 | 211824 | SH |  | SOLE |  | 211824 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 657865 | 6500 | SH |  | SOLE |  | 6500 | 0 | 0 |
| PIMCO DYNAMIC INCOME FD | SHS | 72201Y101 |  | 861287 | 46606 | SH |  | SOLE |  | 46606 | 0 | 0 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 |  | 164452 | 13984 | SH |  | SOLE |  | 13984 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1399808 | 9236 | SH |  | SOLE |  | 9236 | 0 | 0 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 306762 | 3040 | SH |  | SOLE |  | 3040 | 0 | 0 |
| REALTY INCOME CORP | COM | 756109104 |  | 606308 | 9559 | SH |  | SOLE |  | 9559 | 0 | 0 |
| SABRE CORP | COM | 78573M104 |  | 461967 | 74752 | SH |  | SOLE |  | 74752 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1577577 | 20884 | SH |  | SOLE |  | 20884 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 238145 | 1753 | SH |  | SOLE |  | 1753 | 0 | 0 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 1787974 | 20441 | SH |  | SOLE |  | 20441 | 0 | 0 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 2613056 | 54450 | SH |  | SOLE |  | 54450 | 0 | 0 |
| SIRIUS XM HOLDINGS INC | COM | 82968B103 |  | 88534 | 15160 | SH |  | SOLE |  | 15160 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 299422 | 4193 | SH |  | SOLE |  | 4193 | 0 | 0 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 777632 | 2347 | SH |  | SOLE |  | 2347 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1229381 | 7247 | SH |  | SOLE |  | 7247 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 319646 | 9698 | SH |  | SOLE |  | 9698 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 7150132 | 18697 | SH |  | SOLE |  | 18697 | 0 | 0 |
| SPDR SER TR | S 600 SML CAP | 78464A813 |  | 1851287 | 22519 | SH |  | SOLE |  | 22519 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 243111 | 2451 | SH |  | SOLE |  | 2451 | 0 | 0 |
| SUPERCOM LTD NEW | SHS | M87095200 |  | 22440 | 12607 | SH |  | SOLE |  | 12607 | 0 | 0 |
| TIDAL ETF TR | LEATHERBACK LNG | 886364850 |  | 30121707 | 1025944 | SH |  | SOLE |  | 1025944 | 0 | 0 |
| TRUST FOR PROFESSIONAL MANAG | CROSSINGBRDG PRE | 89834G778 |  | 229548 | 11100 | SH |  | SOLE |  | 11100 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 303057 | 6019 | SH |  | SOLE |  | 6019 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 334625 | 1616 | SH |  | SOLE |  | 1616 | 0 | 0 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 1377197 | 48053 | SH |  | SOLE |  | 48053 | 0 | 0 |
| VANECK MERK GOLD TR | GOLD TRUST | 921078101 |  | 314882 | 17800 | SH |  | SOLE |  | 17800 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 212561 | 605 | SH |  | SOLE |  | 605 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 372402 | 1948 | SH |  | SOLE |  | 1948 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 1060137 | 12300 | SH |  | SOLE |  | 12300 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 |  | 562860 | 3230 | SH |  | SOLE |  | 3230 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 213390 | 1972 | SH |  | SOLE |  | 1972 | 0 | 0 |
| VANGUARD WORLD FDS | ENERGY ETF | 92204A306 |  | 727316 | 5997 | SH |  | SOLE |  | 5997 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 357583 | 9076 | SH |  | SOLE |  | 9076 | 0 | 0 |
| VIATRIS INC | COM | 92556V106 |  | 1285889 | 115534 | SH |  | SOLE |  | 115534 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1186140 | 5709 | SH |  | SOLE |  | 5709 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 578288 | 4078 | SH |  | SOLE |  | 4078 | 0 | 0 |
| WASHINGTON TR BANCORP INC | COM | 940610108 |  | 407965 | 8647 | SH |  | SOLE |  | 8647 | 0 | 0 |

---