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Portfolio (Quarterly) Guide ↗

Lakeridge Wealth Management LLC

· CIK 0002012028
13F Portfolio $272M AUM 188 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 34 New 77 Added 54 Reduced 2 Exited
Page 1 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ISTB ISHARES TR 318,545.0 $15.4M 5.64% +108K +51.3% $48.25 -0.9%
2 AVUS AMERICAN CENTY ETF TR 110,978.0 $14.2M 5.22% +36K +47.3% $128.08 +2.5%
3 IVV ISHARES TR 11,656.0 $8.7M 3.20% +293.0 +2.6% $748.92 +3.3%
4 NVDA NVIDIA CORPORATION Technology 43,150.0 $8.6M 3.17% +8K +24.4% $200.09 +15.1%
5 AAPL APPLE INC Technology 27,220.0 $7.9M 2.89% +768.0 +2.9% $289.36 +10.6%
6 JMEE J P MORGAN EXCHANGE TRADED F 82,410.0 $6.4M 2.36% +1K +1.6% $78.03 -1.4%
7 MSFT MICROSOFT CORP Technology 12,722.0 $4.7M 1.74% +647.0 +5.4% $373.02 +34.0%
8 IBM INTERNATIONAL BUSINESS MACHS Technology 14,700.0 $4.1M 1.52% +846.0 +6.1% $281.20 -16.5%
9 FLDR FIDELITY MERRIMACK STR TR 80,545.0 $4.0M 1.48% +13K +19.1% $50.11 -0.2%
10 JPM JPMORGAN CHASE & CO Financial Services 11,987.0 $3.9M 1.44% +89.0 +0.8% $327.34 +9.6%
11 IDEV ISHARES TR 39,228.0 $3.5M 1.28% +6K +17.3% $89.01 +4.9%
12 CDIG EA SERIES TRUST 130,934.0 $3.4M 1.23% +120K +1108.1% $25.64 +6.0%
13 IXUS ISHARES TR 33,162.0 $3.2M 1.16% +7K +26.0% $95.44 +3.4%
14 XOM EXXON MOBIL CORP Energy 19,081.0 $2.6M 0.96% +3K +18.7% $136.72 +16.6%
15 AMZN AMAZON COM INC Consumer Cyclical 10,726.0 $2.6M 0.94% +1K +15.6% $238.35 +8.5%
16 LLY ELI LILLY & CO Healthcare 1,728.0 $2.1M 0.76% +77.0 +4.7% $1199.31 -4.3%
17 CAT CATERPILLAR INC Industrials 1,822.0 $1.9M 0.71% +39.0 +2.2% $1064.74 -23.6%
18 PG PROCTER & GAMBLE CO Consumer Defensive 13,172.0 $1.9M 0.71% +3K +24.6% $146.64 -0.1%
19 HELO J P MORGAN EXCHANGE TRADED F 24,869.0 $1.7M 0.62% +4K +19.0% $67.58 +3.2%
20 IVE ISHARES TR 6,725.0 $1.5M 0.56% +187.0 +2.9% $227.04 +4.3%
Page 1 of 4  ·  77 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 35.4%
Basic Materials 14.2%
Financial Services 11.4%
Industrials 8.7%
Healthcare 8.5%
Consumer Cyclical 6.2%
Consumer Defensive 6.1%
Energy 3.8%
Communication Services 2.8%
Utilities 1.7%