BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GE GE AEROSPACE Industrials 2,279.0 $852K 0.31% -42.0 -1.8% $373.77 -9.8%
22 GEV GE VERNOVA INC Utilities 702.0 $825K 0.30% -31.0 -4.2% $1174.68 -19.8%
23 DFAR DIMENSIONAL ETF TRUST 31,081.0 $813K 0.30% -707.0 -2.2% $26.16 -1.2%
24 UDEC INNOVATOR ETFS TRUST 18,531.0 $772K 0.28% -137.0 -0.7% $41.68 +2.6%
25 ABBV ABBVIE INC Healthcare 2,603.0 $655K 0.24% -52.0 -2.0% $251.64 +1.9%
26 MCD MCDONALDS CORP Consumer Cyclical 2,378.0 $643K 0.24% -35.0 -1.4% $270.35 -5.4%
27 DVY ISHARES TR 4,058.0 $634K 0.23% -631.0 -13.5% $156.29 +5.1%
28 QQQ INVESCO QQQ TR Financial Services 861.0 $634K 0.23% -100.0 -10.4% $736.17 -2.3%
29 IAU ISHARES GOLD TR Financial Services 7,536.0 $569K 0.21% -458.0 -5.7% $75.51 +10.4%
30 DNOV FIRST TR EXCHNG TRADED FD VI 10,794.0 $554K 0.20% -2K -14.4% $51.35 +2.3%
31 SMMD ISHARES TR 5,949.0 $545K 0.20% -318.0 -5.1% $91.63 -1.0%
32 V VISA INC Financial Services 1,573.0 $540K 0.20% -69.0 -4.2% $343.16 +9.3%
33 SCHB SCHWAB STRATEGIC TR 17,680.0 $512K 0.19% -956.0 -5.1% $28.96 +2.7%
34 T AT&T INC Communication Services 24,709.0 $511K 0.19% -1K -5.4% $20.70 +24.0%
35 SCHV SCHWAB STRATEGIC TR 14,183.0 $494K 0.18% -596.0 -4.0% $34.81 +0.0%
36 POCT INNOVATOR ETFS TRUST 10,603.0 $492K 0.18% -667.0 -5.9% $46.41 +2.4%
37 WFC WELLS FARGO & CO Financial Services 5,022.0 $415K 0.15% -30.0 -0.6% $82.63 +8.9%
38 PAUG INNOVATOR ETFS TRUST 8,942.0 $408K 0.15% -102.0 -1.1% $45.64 +2.6%
39 LQD ISHARES TR 3,507.0 $383K 0.14% -14K -80.5% $109.08 -3.3%
40 LECO LINCOLN ELEC HLDGS INC Industrials 1,420.0 $377K 0.14% -388.0 -21.5% $265.48 +4.1%
Page 2 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%