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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 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LIN LINDE PLC Basic Materials 458.0 $238K 0.09% NEW $519.28 -8.0%
22 AMGN AMGEN INC Healthcare 642.0 $232K 0.09% NEW $362.07 +20.8%
23 OKE ONEOK INC NEW Energy 2,617.0 $228K 0.08% NEW $86.94 +9.8%
24 VDE VANGUARD WORLD FD 1,478.0 $222K 0.08% NEW $150.15 +20.3%
25 XLE SELECT SECTOR SPDR TR 4,105.0 $218K 0.08% NEW $53.11 +20.6%
26 AMAT APPLIED MATLS INC Technology 301.0 $218K 0.08% NEW $723.11 -37.1%
27 DDEC FIRST TR EXCHNG TRADED FD VI 4,415.0 $209K 0.08% NEW $47.38 +2.4%
28 XLI SELECT SECTOR SPDR TR 1,110.0 $206K 0.07% NEW $185.21 -5.4%
29 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 8,003.0 $204K 0.07% NEW $25.55 +2.3%
30 PB PROSPERITY BANCSHARES INC Financial Services 2,772.0 $202K 0.07% NEW $73.03 -0.3%
31 FBND FIDELITY MERRIMACK STR TR 4,413.0 $201K 0.07% NEW $45.49 -1.7%
32 AZN ASTRAZENECA PLC Healthcare 1,056.0 $200K 0.07% NEW $189.57 -14.2%
33 EVSM MORGAN STANLEY ETF TRUST 3,977.0 $200K 0.07% NEW $50.31 -0.7%
34 LQTI FIRST TR EXCHANGE-TRADED FD 10,177.0 $197K 0.07% NEW $19.31 -3.9%
Page 2 of 2  ·  34 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%