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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 3 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 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%
42 PJAN INNOVATOR ETFS TRUST 28,017.0 $1.4M 0.51% +3K +14.1% $49.49 +2.4%
43 HCA HCA HEALTHCARE INC Healthcare 3,431.0 $1.3M 0.49% +1K +45.6% $389.89 +3.9%
44 FPEI FIRST TR EXCH TRADED FD III 69,006.0 $1.3M 0.49% -10K -12.3% $19.29 -1.7%
45 IVW ISHARES TR 9,550.0 $1.3M 0.48% -348.0 -3.5% $137.53 +2.2%
46 IJH ISHARES TR 17,031.0 $1.3M 0.48% -298.0 -1.7% $77.11 -1.6%
47 RECS COLUMBIA ETF TR I 30,177.0 $1.3M 0.48% +16K +107.9% $43.28 +5.7%
48 TSLA TESLA INC Consumer Cyclical 3,045.0 $1.3M 0.47% +133.0 +4.6% $420.54 -15.8%
49 PFEB INNOVATOR ETFS TRUST 29,672.0 $1.3M 0.47% +11K +59.7% $43.06 +2.4%
50 GOOGL ALPHABET INC Communication Services 3,110.0 $1.1M 0.41% +650.0 +26.4% $357.38 -5.3%
51 IYW ISHARES TR 4,323.0 $1.1M 0.40% -12K -72.8% $252.25 +0.4%
52 PMAY INNOVATOR ETFS TRUST 25,957.0 $1.1M 0.39% +2K +8.2% $41.30 +2.4%
53 FLTB FIDELITY MERRIMACK STR TR 21,293.0 $1.1M 0.39% +2K +12.6% $50.13 -0.5%
54 RKLB ROCKET LAB CORP Industrials 10,036.0 $1.0M 0.37% NEW $101.65 -36.8%
55 EEM ISHARES TR 14,485.0 $991K 0.36% -762.0 -5.0% $68.41 +0.4%
56 CW CURTISS WRIGHT CORP Industrials 1,258.0 $953K 0.35% -23.0 -1.8% $757.80 -25.2%
57 JGRO J P MORGAN EXCHANGE TRADED F 9,639.0 $950K 0.35% +2K +19.9% $98.59 -4.0%
58 LVHI LEGG MASON ETF INVT 23,366.0 $948K 0.35% -99K -80.9% $40.58 +5.4%
59 WMT WALMART INC Consumer Defensive 8,209.0 $930K 0.34% +493.0 +6.4% $113.27 -5.4%
60 VOO VANGUARD INDEX FDS 1,321.0 $907K 0.33% +30.0 +2.3% $686.93 +3.1%
Page 3 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%