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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 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FNX FIRST TR EXCHANGE-TRADED ALP 21,583.0 $3.2M 1.16% -4K -15.9% $146.35 -1.0%
22 XOM EXXON MOBIL CORP Energy 19,081.0 $2.6M 0.96% +3K +18.7% $136.72 +16.6%
23 AMZN AMAZON COM INC Consumer Cyclical 10,726.0 $2.6M 0.94% +1K +15.6% $238.35 +8.5%
24 FYX FIRST TR EXCHANGE-TRADED ALP 15,072.0 $2.2M 0.80% -2K -11.2% $144.30 -1.3%
25 BLUEROCK PVT REAL ESTATE FD 163,170.0 $2.1M 0.78% -15K -8.6% $13.01
26 LLY ELI LILLY & CO Healthcare 1,728.0 $2.1M 0.76% +77.0 +4.7% $1199.31 -4.3%
27 PJUL INNOVATOR ETFS TRUST 41,392.0 $2.0M 0.74% -450.0 -1.1% $48.81 +2.0%
28 USTB VICTORY PORTFOLIOS II 39,393.0 $2.0M 0.73% -23K -36.7% $50.62 -0.3%
29 CAT CATERPILLAR INC Industrials 1,822.0 $1.9M 0.71% +39.0 +2.2% $1064.74 -23.6%
30 PG PROCTER & GAMBLE CO Consumer Defensive 13,172.0 $1.9M 0.71% +3K +24.6% $146.64 -0.1%
31 JMST J P MORGAN EXCHANGE TRADED F 35,527.0 $1.8M 0.67% NEW $51.00 -0.3%
32 BERKSHIRE HATHAWAY INC DEL 3,359.0 $1.7M 0.62% -38.0 -1.1% $500.41
33 HELO J P MORGAN EXCHANGE TRADED F 24,869.0 $1.7M 0.62% +4K +19.0% $67.58 +3.2%
34 INTC INTEL CORP Technology 11,721.0 $1.6M 0.60% -721.0 -5.8% $139.63 -31.4%
35 MEAR ISHARES U S ETF TR 31,775.0 $1.6M 0.59% NEW $50.38 -0.6%
36 SMMU PIMCO ETF TR 31,610.0 $1.6M 0.59% NEW $50.50 -0.8%
37 JNJ JOHNSON & JOHNSON Healthcare 6,234.0 $1.6M 0.58% $253.98 +8.4%
38 PMAR INNOVATOR ETFS TRUST 32,186.0 $1.5M 0.56% -2K -4.8% $47.77 +2.3%
39 IVE ISHARES TR 6,725.0 $1.5M 0.56% +187.0 +2.9% $227.04 +4.3%
40 GOOG ALPHABET INC 4,300.0 $1.5M 0.56% +232.0 +5.7% $353.33
Page 2 of 10  ·  188 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%