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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 12 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AJG GALLAGHER ARTHUR J & CO Financial Services 1,387.0 $318K 0.04% NEW $229.57 +9.6%
222 SOFI SOFI TECHNOLOGIES INC Financial Services 17,728.0 $318K 0.04% NEW $17.93 +0.7%
223 ACWI ISHARES TR 2,019.0 $317K 0.04% NEW $157.04 +2.2%
224 NOBL PROSHARES TR 5,620.0 $316K 0.04% NEW $56.16 +4.0%
225 ESGD ISHARES TR 3,014.0 $310K 0.04% NEW $102.81 +3.7%
226 HACK AMPLIFY ETF TR 2,942.0 $309K 0.04% NEW $104.93 +9.2%
227 HPE HEWLETT PACKARD ENTERPRISE C Technology 6,711.0 $303K 0.04% NEW $45.11 +23.9%
228 ANET ARISTA NETWORKS INC Technology 1,775.0 $302K 0.03% NEW $169.88 +13.1%
229 DLN WISDOMTREE TR 3,122.0 $301K 0.03% NEW $96.35 +4.9%
230 VDC VANGUARD WORLD FD 1,326.0 $299K 0.03% NEW $225.50 +3.5%
231 PCTY PAYLOCITY HLDG CORP Technology 2,851.0 $298K 0.03% NEW $104.53 +42.2%
232 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,650.0 $297K 0.03% NEW $52.65 +22.4%
233 FORTINET INC 1,935.0 $297K 0.03% NEW $153.62
234 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,000.0 $288K 0.03% NEW $96.12 -50.8%
235 VCSH VANGUARD SCOTTSDALE FDS 3,629.0 $287K 0.03% NEW $79.04 -0.6%
236 VPU VANGUARD WORLD FD 1,448.0 $284K 0.03% NEW $195.79 -1.7%
237 PKG PACKAGING CORP AMER Consumer Cyclical 1,179.0 $281K 0.03% NEW $238.28 +6.0%
238 JMUB J P MORGAN EXCHANGE TRADED F 5,500.0 $279K 0.03% NEW $50.66 -1.9%
239 ALL ALLSTATE CORP Financial Services 1,159.0 $276K 0.03% NEW $237.94 +10.7%
240 ABT ABBOTT LABORATORIES Healthcare 3,036.0 $275K 0.03% NEW $90.74 +23.9%
Page 12 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%