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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 5 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PDEC INNOVATOR ETFS TRUST 14,729.0 $676K 0.25% $45.89 +2.6%
82 META META PLATFORMS INC Communication Services 1,177.0 $663K 0.24% +41.0 +3.6% $563.38 +9.5%
83 ABBV ABBVIE INC Healthcare 2,603.0 $655K 0.24% -52.0 -2.0% $251.64 +1.9%
84 PGR PROGRESSIVE CORP Financial Services 2,977.0 $650K 0.24% +141.0 +5.0% $218.46 +0.2%
85 MCD MCDONALDS CORP Consumer Cyclical 2,378.0 $643K 0.24% -35.0 -1.4% $270.35 -5.4%
86 CVX CHEVRON CORPORATION Energy 3,861.0 $640K 0.23% $165.74 +25.8%
87 DVY ISHARES TR 4,058.0 $634K 0.23% -631.0 -13.5% $156.29 +5.1%
88 QQQ INVESCO QQQ TR Financial Services 861.0 $634K 0.23% -100.0 -10.4% $736.17 -2.3%
89 UCON FIRST TR EXCHNG TRADED FD VI 24,862.0 $619K 0.23% $24.88 -1.4%
90 PNC PNC FINL SVCS GROUP INC Financial Services 2,471.0 $608K 0.22% +111.0 +4.7% $246.22 -0.3%
91 STE STERIS PLC Healthcare 2,885.0 $608K 0.22% +23.0 +0.8% $210.59 +6.6%
92 MRK MERCK & CO INC Healthcare 4,588.0 $590K 0.22% +173.0 +3.9% $128.51 +17.0%
93 AVGO BROADCOM INC Technology 1,549.0 $585K 0.21% +289.0 +22.9% $377.82 -5.3%
94 IAU ISHARES GOLD TR Financial Services 7,536.0 $569K 0.21% -458.0 -5.7% $75.51 +10.4%
95 MTUM ISHARES TR 1,641.0 $563K 0.21% +649.0 +65.4% $342.78 -11.1%
96 DNOV FIRST TR EXCHNG TRADED FD VI 10,794.0 $554K 0.20% -2K -14.4% $51.35 +2.3%
97 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 588.0 $550K 0.20% +280.0 +90.9% $935.05 -2.1%
98 SMMD ISHARES TR 5,949.0 $545K 0.20% -318.0 -5.1% $91.63 -1.0%
99 V VISA INC Financial Services 1,573.0 $540K 0.20% -69.0 -4.2% $343.16 +9.3%
100 KO COCA COLA CO Consumer Defensive 6,565.0 $534K 0.20% +322.0 +5.2% $81.27 +8.4%
Page 5 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%