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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 3 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLTR PALANTIR TECHNOLOGIES INC Technology 55,062.0 $6.4M 0.73% NEW $116.67 +48.2%
42 RSP INVESCO EXCHANGE TRADED FD T 29,537.0 $6.3M 0.72% NEW $212.77 +4.0%
43 HIMS HIMS & HERS HEALTH INC Healthcare 177,348.0 $6.1M 0.70% NEW $34.67 -18.7%
44 UBER UBER TECHNOLOGIES INC Technology 84,027.0 $6.1M 0.69% NEW $72.16 +6.3%
45 BX BLACKSTONE INC Financial Services 48,882.0 $5.8M 0.66% NEW $117.67 +19.3%
46 LNG CHENIERE ENERGY INC Energy 24,055.0 $5.7M 0.66% NEW $239.01 +14.7%
47 AXON AXON ENTERPRISE INC Industrials 9,496.0 $5.3M 0.61% NEW $560.61 +9.8%
48 BA BOEING CO Industrials 24,043.0 $5.2M 0.59% NEW $216.47 +3.6%
49 FDX FEDEX CORP Industrials 16,458.0 $5.2M 0.59% NEW $313.13 +6.5%
50 AMD ADVANCED MICRO DEVICES INC Technology 8,871.0 $5.2M 0.59% NEW $580.91 -17.7%
51 NZF NUVEEN MUN CR INCOME FD Financial Services 404,250.0 $5.1M 0.59% NEW $12.68 -3.3%
52 AMJB JPMORGAN CHASE FINL CO LLC Financial Services 142,795.0 $4.9M 0.56% NEW $34.49 +9.1%
53 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 571,275.0 $4.9M 0.56% NEW $8.56 -2.7%
54 VST VISTRA CORP Utilities 30,256.0 $4.8M 0.55% NEW $158.63 -9.0%
55 TDTT FLEXSHARES TR 200,569.0 $4.8M 0.55% NEW $23.91 -1.4%
56 NOC NORTHROP GRUMMAN CORP Industrials 9,362.0 $4.8M 0.55% NEW $509.33 +15.1%
57 JEPQ J P MORGAN EXCHANGE TRADED F 76,401.0 $4.7M 0.54% NEW $61.46 -2.5%
58 VTI VANGUARD INDEX FDS 12,301.0 $4.6M 0.52% NEW $370.05 +2.6%
59 AMLP ALPS ETF TR 86,946.0 $4.5M 0.52% NEW $51.85 +6.6%
60 HOOD ROBINHOOD MKTS INC Financial Services 43,785.0 $4.4M 0.50% NEW $100.28 -7.5%
Page 3 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%