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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 10 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ORCL ORACLE CORP Technology 3,299.0 $483K 0.06% NEW $146.55 -1.9%
182 VOE VANGUARD INDEX FDS 2,419.0 $478K 0.06% NEW $197.60 +6.1%
183 XLY SELECT SECTOR SPDR TR 4,069.0 $477K 0.06% NEW $117.29 -0.3%
184 DUK DUKE ENERGY CORP NEW Utilities 3,737.0 $473K 0.05% NEW $126.58 -1.4%
185 ETHA ISHARES ETHEREUM TR Financial Services 38,250.0 $455K 0.05% NEW $11.89 +21.4%
186 VOT VANGUARD INDEX FDS 1,482.0 $454K 0.05% NEW $306.46 +0.3%
187 PH PARKER-HANNIFIN CORP Industrials 463.0 $453K 0.05% NEW $978.85 +6.0%
188 XLK SELECT SECTOR SPDR TR 2,299.0 $438K 0.05% NEW $190.56 -2.7%
189 LPTH LIGHTPATH TECHNOLOGIES INC Technology 26,700.0 $437K 0.05% NEW $16.35 -12.7%
190 DLR DIGITAL RLTY TR INC Real Estate 2,393.0 $430K 0.05% NEW $179.58 +9.7%
191 SBUX STARBUCKS CORP Consumer Cyclical 4,194.0 $429K 0.05% NEW $102.21 +4.9%
192 NANC TIDAL TRUST I 8,421.0 $426K 0.05% NEW $50.61 +2.1%
193 CSX CSX CORP Industrials 8,658.0 $412K 0.05% NEW $47.53 +5.8%
194 XLE SELECT SECTOR SPDR TR 7,550.0 $401K 0.05% NEW $53.12 +19.5%
195 XLP SELECT SECTOR SPDR TR 4,781.0 $397K 0.04% NEW $83.08 +3.3%
196 JIG J P MORGAN EXCHANGE TRADED F 4,525.0 $394K 0.04% NEW $87.17 -3.3%
197 IWM ISHARES TR 1,310.0 $394K 0.04% NEW $300.45 +0.0%
198 FR FIRST INDL RLTY TR INC Real Estate 6,409.0 $393K 0.04% NEW $61.31 +1.9%
199 XLC SELECT SECTOR SPDR TR 3,651.0 $391K 0.04% NEW $107.15 +3.6%
200 CAT CATERPILLAR INC Industrials 362.0 $386K 0.04% NEW $1066.52 -21.4%
Page 10 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%