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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 4 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHG SCHWAB STRATEGIC TR 26,467.0 $896K 0.33% +7K +35.7% $33.84 +5.0%
62 XLK SELECT SECTOR SPDR TR 4,695.0 $895K 0.33% +3K +127.9% $190.52 -1.7%
63 VTI VANGUARD INDEX FDS 2,364.0 $875K 0.32% +31.0 +1.3% $370.02 +2.6%
64 GE GE AEROSPACE Industrials 2,279.0 $852K 0.31% -42.0 -1.8% $373.77 -9.8%
65 GEV GE VERNOVA INC Utilities 702.0 $825K 0.30% -31.0 -4.2% $1174.68 -19.8%
66 GBND GOLDMAN SACHS ETF TR 16,243.0 $821K 0.30% NEW $50.56 -2.1%
67 DFAR DIMENSIONAL ETF TRUST 31,081.0 $813K 0.30% -707.0 -2.2% $26.16 -1.2%
68 MU MICRON TECHNOLOGY INC Technology 682.0 $787K 0.29% NEW $1153.62 -11.9%
69 UDEC INNOVATOR ETFS TRUST 18,531.0 $772K 0.28% -137.0 -0.7% $41.68 +2.6%
70 VIG VANGUARD SPECIALIZED FUNDS 3,239.0 $766K 0.28% $236.60 +2.3%
71 VWO VANGUARD INTL EQUITY INDEX F 12,381.0 $739K 0.27% +1K +12.4% $59.69 +2.9%
72 JMUB J P MORGAN EXCHANGE TRADED F 14,569.0 $738K 0.27% +3K +25.2% $50.65 -3.3%
73 PEP PEPSICO INC Consumer Defensive 5,439.0 $736K 0.27% $135.41 +1.6%
74 IJR ISHARES TR 4,952.0 $734K 0.27% +238.0 +5.0% $148.32 -2.0%
75 PECO PHILLIPS EDISON & CO INC Real Estate 17,318.0 $721K 0.27% +272.0 +1.6% $41.62 -6.4%
76 SHOP SHOPIFY INC Technology 6,254.0 $714K 0.26% +993.0 +18.9% $114.18 +27.1%
77 JEPI J P MORGAN EXCHANGE TRADED F 12,554.0 $709K 0.26% $56.48 +1.3%
78 DFEB FIRST TR EXCHNG TRADED FD VI 13,968.0 $705K 0.26% $50.49 +2.2%
79 IDV ISHARES TR 16,613.0 $688K 0.25% +4K +32.2% $41.43 +9.2%
80 CSCO CISCO SYS INC Technology 5,830.0 $685K 0.25% +396.0 +7.3% $117.45 -7.0%
Page 4 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%