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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 8 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WELL WELLTOWER INC Real Estate 3,221.0 $731K 0.08% NEW $226.97 +3.7%
142 WING WINGSTOP INC Consumer Cyclical 4,200.0 $728K 0.08% NEW $173.41 -33.9%
143 DIVO AMPLIFY ETF TR 15,337.0 $701K 0.08% NEW $45.70 +5.9%
144 JCPB J P MORGAN EXCHANGE TRADED F 14,912.0 $700K 0.08% NEW $46.94 -1.7%
145 TGT TARGET CORP Consumer Defensive 5,348.0 $699K 0.08% NEW $130.61 +16.7%
146 CMI CUMMINS INC Industrials 954.0 $680K 0.08% NEW $713.26 -13.0%
147 JEMA J P MORGAN EXCHANGE TRADED F 10,385.0 $663K 0.08% NEW $63.89 -5.1%
148 JMOM J P MORGAN EXCHANGE TRADED F 7,750.0 $662K 0.08% NEW $85.46 -1.5%
149 MRK MERCK & CO INC Healthcare 5,051.0 $649K 0.07% NEW $128.51 +5.2%
150 ETN EATON CORP PLC Industrials 1,520.0 $648K 0.07% NEW $426.12 +1.2%
151 IWR ISHARES TR 5,748.0 $634K 0.07% NEW $110.33 +2.4%
152 MMM 3M CO Industrials 3,863.0 $626K 0.07% NEW $161.94 +11.7%
153 BBEU J P MORGAN EXCHANGE TRADED F 7,980.0 $621K 0.07% NEW $77.77 +2.8%
154 KMI KINDER MORGAN INC DEL Energy 19,354.0 $619K 0.07% NEW $31.97 +2.8%
155 VTR VENTAS INC Real Estate 6,950.0 $617K 0.07% NEW $88.80 +2.7%
156 BONDBLOXX ETF TRUST 12,285.0 $613K 0.07% NEW $49.88
157 ET ENERGY TRANSFER L P Energy 32,032.0 $612K 0.07% NEW $19.12 +12.0%
158 AMAT APPLIED MATLS INC Technology 844.0 $610K 0.07% NEW $723.29 -28.9%
159 KWEB KRANESHARES TRUST 24,469.0 $599K 0.07% NEW $24.47 +9.4%
160 AXP AMERICAN EXPRESS CO Financial Services 1,758.0 $595K 0.07% NEW $338.25 +0.1%
Page 8 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%