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Portfolio (Quarterly) Guide ↗

LAKE STREET PRIVATE WEALTH, LLC

· CIK 0001772031
13F Portfolio $874M AUM 275 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 275 New
Page 5 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VB VANGUARD INDEX FDS 7,219.0 $2.2M 0.25% NEW $303.14 +0.7%
82 VWO VANGUARD INTL EQUITY INDEX F 35,673.0 $2.1M 0.24% NEW $59.69 -0.1%
83 EELV INVESCO EXCH TRADED FD TR II 76,133.0 $2.1M 0.24% NEW $27.80 +2.5%
84 BAC BANK OF AMER CORP Financial Services 36,593.0 $2.1M 0.24% NEW $56.98 +11.7%
85 IALT BLACKROCK ETF TRUST 73,749.0 $2.1M 0.24% NEW $28.05 +3.2%
86 MCD MCDONALDS CORP Consumer Cyclical 7,156.0 $1.9M 0.22% NEW $270.33 -0.6%
87 IBM INTERNATIONAL BUSINESS MACHS Technology 6,845.0 $1.9M 0.22% NEW $281.24 -17.5%
88 ALLW SSGA ACTIVE TR 64,944.0 $1.9M 0.22% NEW $29.27 +1.8%
89 JIRE J P MORGAN EXCHANGE TRADED F 22,788.0 $1.9M 0.21% NEW $82.49 +2.7%
90 WMT WALMART INC Consumer Defensive 16,272.0 $1.8M 0.21% NEW $113.26 +2.1%
91 SCHB SCHWAB STRATEGIC TR 61,200.0 $1.8M 0.20% NEW $28.96 +2.7%
92 VIG VANGUARD SPECIALIZED FUNDS 7,337.0 $1.7M 0.20% NEW $236.65 +3.4%
93 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 84,348.0 $1.7M 0.20% NEW $20.56 +1.2%
94 TER TERADYNE INC Technology 3,525.0 $1.7M 0.20% NEW $483.84 -17.0%
95 TSLA TESLA INC Consumer Cyclical 3,959.0 $1.7M 0.19% NEW $420.60 -19.5%
96 JNJ JOHNSON & JOHNSON Healthcare 6,535.0 $1.7M 0.19% NEW $253.99 +6.6%
97 VEA VANGUARD TAX-MANAGED FDS 22,672.0 $1.6M 0.18% NEW $71.25 +1.8%
98 ARM ARM HOLDINGS PLC Technology 4,531.0 $1.6M 0.18% NEW $354.57 -29.7%
99 VXF VANGUARD INDEX FDS 6,245.0 $1.5M 0.18% NEW $246.23 +0.3%
100 MUST COLUMBIA ETF TR I 67,556.0 $1.4M 0.16% NEW $20.80 -2.3%
Page 5 of 14  ·  275 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.2%
Financial Services 23.3%
Communication Services 7.9%
Healthcare 7.8%
Consumer Cyclical 6.2%
Industrials 6.0%
Energy 3.4%
Consumer Defensive 2.4%
Utilities 1.5%
Real Estate 1.2%