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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XMAR	FIRST TR EXCHNG TRADED FD VI	—	7,194	$287K	0.13%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	1,153	$225K	0.10%	SOLD

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%