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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 2 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC 4,300.0 $1.5M 0.56% +232.0 +5.7% $353.33
22 PJAN INNOVATOR ETFS TRUST 28,017.0 $1.4M 0.51% +3K +14.1% $49.49 +2.4%
23 HCA HCA HEALTHCARE INC Healthcare 3,431.0 $1.3M 0.49% +1K +45.6% $389.89 +3.9%
24 RECS COLUMBIA ETF TR I 30,177.0 $1.3M 0.48% +16K +107.9% $43.28 +5.7%
25 TSLA TESLA INC Consumer Cyclical 3,045.0 $1.3M 0.47% +133.0 +4.6% $420.54 -15.8%
26 PFEB INNOVATOR ETFS TRUST 29,672.0 $1.3M 0.47% +11K +59.7% $43.06 +2.4%
27 GOOGL ALPHABET INC Communication Services 3,110.0 $1.1M 0.41% +650.0 +26.4% $357.38 -5.3%
28 PMAY INNOVATOR ETFS TRUST 25,957.0 $1.1M 0.39% +2K +8.2% $41.30 +2.4%
29 FLTB FIDELITY MERRIMACK STR TR 21,293.0 $1.1M 0.39% +2K +12.6% $50.13 -0.5%
30 JGRO J P MORGAN EXCHANGE TRADED F 9,639.0 $950K 0.35% +2K +19.9% $98.59 -4.0%
31 WMT WALMART INC Consumer Defensive 8,209.0 $930K 0.34% +493.0 +6.4% $113.27 -5.4%
32 VOO VANGUARD INDEX FDS 1,321.0 $907K 0.33% +30.0 +2.3% $686.93 +3.1%
33 SCHG SCHWAB STRATEGIC TR 26,467.0 $896K 0.33% +7K +35.7% $33.84 +5.0%
34 XLK SELECT SECTOR SPDR TR 4,695.0 $895K 0.33% +3K +127.9% $190.52 -1.7%
35 VTI VANGUARD INDEX FDS 2,364.0 $875K 0.32% +31.0 +1.3% $370.02 +2.6%
36 VWO VANGUARD INTL EQUITY INDEX F 12,381.0 $739K 0.27% +1K +12.4% $59.69 +2.9%
37 JMUB J P MORGAN EXCHANGE TRADED F 14,569.0 $738K 0.27% +3K +25.2% $50.65 -3.3%
38 IJR ISHARES TR 4,952.0 $734K 0.27% +238.0 +5.0% $148.32 -2.0%
39 PECO PHILLIPS EDISON & CO INC Real Estate 17,318.0 $721K 0.27% +272.0 +1.6% $41.62 -6.4%
40 SHOP SHOPIFY INC Technology 6,254.0 $714K 0.26% +993.0 +18.9% $114.18 +27.1%
Page 2 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%