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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 14 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PGR PROGRESSIVE CORP Financial Services 1,007.0 $220K 0.03% NEW $218.57 -5.1%
262 DIS DISNEY WALT CO Communication Services 2,286.0 $220K 0.03% NEW $96.25 +8.8%
263 GSEW GOLDMAN SACHS ETF TR 2,289.0 $216K 0.03% NEW $94.43 +4.2%
264 PLD PROLOGIS INC. Real Estate 1,584.0 $215K 0.03% NEW $135.52 +3.5%
265 IWV ISHARES TR 499.0 $213K 0.02% NEW $426.40 +2.8%
266 MBB ISHARES TR 2,245.0 $212K 0.02% NEW $94.52 -1.5%
267 BIL SPDR SERIES TRUST 2,306.0 $211K 0.02% NEW $91.67 -0.1%
268 TMO THERMO FISHER SCIENTIFIC INC Healthcare 414.0 $208K 0.02% NEW $501.36 +17.3%
269 PNC PNC FINL SVCS GROUP INC Financial Services 839.0 $207K 0.02% NEW $246.51 +3.6%
270 EXC EXELON CORP Utilities 4,414.0 $206K 0.02% NEW $46.62 -1.2%
271 ED CONSOLIDATED EDISON INC Utilities 1,852.0 $205K 0.02% NEW $110.63 -1.4%
272 RXST RXSIGHT INC Healthcare 30,515.0 $147K 0.02% NEW $4.82 +36.4%
273 CANOPY GROWTH CORPORATION 141,900.0 $135K 0.01% NEW $0.95
274 EOSE EOS ENERGY ENTERPRISES INC Industrials 14,630.0 $86K 0.01% NEW $5.88 -35.8%
275 UVIX VS TRUST Financial Services 20,000.0 $62K 0.01% NEW $3.09 +1428.5%
Page 14 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%