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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 6 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 APP APPLOVIN CORP Technology 1,035.0 $533K 0.20% NEW $515.23 -37.8%
102 PM PHILIP MORRIS INTL INC Consumer Defensive 2,923.0 $529K 0.19% +105.0 +3.7% $180.93 +0.9%
103 SCHB SCHWAB STRATEGIC TR 17,680.0 $512K 0.19% -956.0 -5.1% $28.96 +2.7%
104 T AT&T INC Communication Services 24,709.0 $511K 0.19% -1K -5.4% $20.70 +24.0%
105 SCHV SCHWAB STRATEGIC TR 14,183.0 $494K 0.18% -596.0 -4.0% $34.81 +0.0%
106 POCT INNOVATOR ETFS TRUST 10,603.0 $492K 0.18% -667.0 -5.9% $46.41 +2.4%
107 VEA VANGUARD TAX-MANAGED FDS 6,762.0 $482K 0.18% $71.25 +3.5%
108 SPLV INVESCO EXCH TRADED FD TR II 6,384.0 $478K 0.17% NEW $74.90 -0.2%
109 HD HOME DEPOT INC Consumer Cyclical 1,346.0 $475K 0.17% +70.0 +5.5% $352.60 -8.9%
110 PNOV INNOVATOR ETFS TRUST 10,506.0 $466K 0.17% $44.35 +2.7%
111 SBUX STARBUCKS CORP Consumer Cyclical 4,486.0 $458K 0.17% +123.0 +2.8% $102.19 +2.2%
112 UNP UNION PAC CORP Industrials 1,668.0 $454K 0.17% +51.0 +3.1% $271.99 +6.5%
113 UAUG INNOVATOR ETFS TRUST 10,726.0 $451K 0.17% $42.08 +2.2%
114 VTV VANGUARD INDEX FDS 2,047.0 $446K 0.16% +633.0 +44.8% $217.88 +3.9%
115 SLV ISHARES SILVER TR Financial Services 8,229.0 $440K 0.16% $53.47 +11.9%
116 XEL XCEL ENERGY INC Utilities 5,425.0 $436K 0.16% +52.0 +1.0% $80.30 -5.7%
117 DAUG FIRST TR EXCHNG TRADED FD VI 9,045.0 $424K 0.16% $46.85 +1.8%
118 WFC WELLS FARGO & CO Financial Services 5,022.0 $415K 0.15% -30.0 -0.6% $82.63 +8.9%
119 ETN EATON CORP PLC Industrials 966.0 $412K 0.15% +21.0 +2.2% $426.34 -3.6%
120 PAUG INNOVATOR ETFS TRUST 8,942.0 $408K 0.15% -102.0 -1.1% $45.64 +2.6%
Page 6 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%