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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 6 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NTAP NETAPP INC Technology 9,079.0 $1.4M 0.16% NEW $154.76 +32.3%
102 COWZ PACER FDS TR 21,518.0 $1.3M 0.15% NEW $62.20 +13.2%
103 JBND J P MORGAN EXCHANGE TRADED F 24,616.0 $1.3M 0.15% NEW $53.50 -1.6%
104 VIOO VANGUARD ADMIRAL FDS INC 9,510.0 $1.3M 0.15% NEW $137.54 -0.5%
105 VGT VANGUARD WORLD FD 10,882.0 $1.3M 0.15% NEW $119.52 +0.2%
106 VZ VERIZON COMMUNICATIONS INC Communication Services 30,148.0 $1.3M 0.15% NEW $42.34 +14.6%
107 QUAL ISHARES TR 5,635.0 $1.2M 0.14% NEW $219.44 +2.1%
108 QCOM QUALCOMM INC Technology 6,684.0 $1.2M 0.14% NEW $184.82 -13.3%
109 MPT MEDICAL PROPERTIES TRUST INC Financial Services 257,500.0 $1.2M 0.14% NEW $4.62 -13.0%
110 JGRO J P MORGAN EXCHANGE TRADED F 11,784.0 $1.2M 0.13% NEW $98.59 -3.5%
111 ICOW PACER FDS TR 27,873.0 $1.2M 0.13% NEW $41.63 +7.3%
112 BERKSHIRE HATHAWAY INC DEL 2,301.0 $1.2M 0.13% NEW $500.39
113 ASML ASML HLDG NV Technology 577.0 $1.1M 0.13% NEW $1989.44 -9.4%
114 CSCO CISCO SYS INC Technology 9,758.0 $1.1M 0.13% NEW $117.47 -5.0%
115 XOM EXXON MOBIL CORP Energy 8,368.0 $1.1M 0.13% NEW $136.74 +21.1%
116 HD HOME DEPOT INC Consumer Cyclical 3,113.0 $1.1M 0.13% NEW $352.78 -4.3%
117 FXH FIRST TR EXCHANGE-TRADED FD 8,715.0 $1.1M 0.12% NEW $122.40 +7.9%
118 HGER HARBOR ETF TRUST 36,037.0 $1.1M 0.12% NEW $29.34 +16.7%
119 CALF PACER FDS TR 20,780.0 $1.1M 0.12% NEW $50.61 +11.7%
120 FBT FIRST TR EXCHANGE-TRADED FD 4,177.0 $1.0M 0.12% NEW $247.89 +5.2%
Page 6 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%