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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 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FDVV FIDELITY COVINGTON TRUST 206,657.0 $12.5M 4.57% -135K -39.5% $60.29 +5.2%
2 AVDE AMERICAN CENTY ETF TR 70,736.0 $6.3M 2.32% -4K -5.8% $89.20 +6.0%
3 AVEM AMERICAN CENTY ETF TR 59,352.0 $5.7M 2.10% -14K -19.1% $96.49 +0.3%
4 DFSD DIMENSIONAL ETF TRUST 103,146.0 $4.9M 1.81% -12K -10.2% $47.75 -1.2%
5 FNX FIRST TR EXCHANGE-TRADED ALP 21,583.0 $3.2M 1.16% -4K -15.9% $146.35 -1.0%
6 FYX FIRST TR EXCHANGE-TRADED ALP 15,072.0 $2.2M 0.80% -2K -11.2% $144.30 -1.3%
7 BLUEROCK PVT REAL ESTATE FD 163,170.0 $2.1M 0.78% -15K -8.6% $13.01
8 PJUL INNOVATOR ETFS TRUST 41,392.0 $2.0M 0.74% -450.0 -1.1% $48.81 +2.0%
9 USTB VICTORY PORTFOLIOS II 39,393.0 $2.0M 0.73% -23K -36.7% $50.62 -0.3%
10 BERKSHIRE HATHAWAY INC DEL 3,359.0 $1.7M 0.62% -38.0 -1.1% $500.41
11 INTC INTEL CORP Technology 11,721.0 $1.6M 0.60% -721.0 -5.8% $139.63 -31.4%
12 PMAR INNOVATOR ETFS TRUST 32,186.0 $1.5M 0.56% -2K -4.8% $47.77 +2.3%
13 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,963.0 $1.5M 0.54% -342.0 -14.8% $746.86 +3.1%
14 FPEI FIRST TR EXCH TRADED FD III 69,006.0 $1.3M 0.49% -10K -12.3% $19.29 -1.7%
15 IVW ISHARES TR 9,550.0 $1.3M 0.48% -348.0 -3.5% $137.53 +2.2%
16 IJH ISHARES TR 17,031.0 $1.3M 0.48% -298.0 -1.7% $77.11 -1.6%
17 IYW ISHARES TR 4,323.0 $1.1M 0.40% -12K -72.8% $252.25 +0.4%
18 EEM ISHARES TR 14,485.0 $991K 0.36% -762.0 -5.0% $68.41 +0.4%
19 CW CURTISS WRIGHT CORP Industrials 1,258.0 $953K 0.35% -23.0 -1.8% $757.80 -25.2%
20 LVHI LEGG MASON ETF INVT 23,366.0 $948K 0.35% -99K -80.9% $40.58 +5.4%
Page 1 of 3  ·  54 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%