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Portfolio (Quarterly) Guide ↗

Lakeridge Wealth Management LLC

· CIK 0002012028
13F Portfolio $220M AUM 156 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 80 Added 30 Reduced 7 Exited
Page 7 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PSEP INNOVATOR ETFS TRUST 7,641.0 $334K 0.15% $43.72 +4.6%
122 ABT ABBOTT LABS Healthcare 2,649.0 $332K 0.15% +32.0 +1.2% $125.30 -30.8%
123 RTX RTX CORPORATION Industrials 1,713.0 $314K 0.14% +413.0 +31.8% $183.42 -2.4%
124 DOV DOVER CORP Industrials 1,596.0 $312K 0.14% $195.27 +10.3%
125 VGT VANGUARD WORLD FD 408.0 $308K 0.14% $753.80 -84.3%
126 TDY TELEDYNE TECHNOLOGIES INC Technology 602.0 $307K 0.14% $510.73 +23.0%
127 ETN EATON CORP PLC Industrials 945.0 $301K 0.14% +23.0 +2.5% $318.65 +26.5%
128 MO ALTRIA GROUP INC Consumer Defensive 5,167.0 $298K 0.14% -53.0 -1.0% $57.66 +25.5%
129 XLK SELECT SECTOR SPDR TR 2,060.0 $297K 0.14% +1K +100.2% $143.94 +28.7%
130 XMAR FIRST TR EXCHNG TRADED FD VI 7,194.0 $287K 0.13% $39.93 +6.4%
131 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 792.0 $278K 0.13% +54.0 +7.3% $350.71 +10.6%
132 IWD ISHARES TR 1,299.0 $273K 0.12% -130.0 -9.1% $210.28 +13.3%
133 VTV VANGUARD INDEX FDS 1,414.0 $270K 0.12% NEW $190.98 +11.1%
134 CDIG EA SERIES TRUST 10,838.0 $270K 0.12% NEW $24.92 +4.9%
135 VZ VERIZON COMMUNICATIONS INC Communication Services 6,585.0 $268K 0.12% -127.0 -1.9% $40.73 +18.7%
136 XJUN FIRST TR EXCHNG TRADED FD VI 6,205.0 $267K 0.12% $42.95 +3.0%
137 COST COSTCO WHSL CORP NEW Consumer Defensive 308.0 $266K 0.12% -60.0 -16.3% $862.98 +16.2%
138 UNOV INNOVATOR ETFS TRUST 6,881.0 $262K 0.12% $38.06 +5.1%
139 NOC NORTHROP GRUMMAN CORP Industrials 439.0 $250K 0.11% +6.0 +1.4% $570.21 -2.4%
140 SMOG VANECK ETF TRUST 1,925.0 $250K 0.11% $129.62 +18.6%
Page 7 of 8  ·  156 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 33.6%
Basic Materials 14.9%
Financial Services 12.5%
Healthcare 8.3%
Industrials 7.1%
Consumer Cyclical 6.6%
Consumer Defensive 5.8%
Communication Services 4.7%
Energy 3.2%
Real Estate 1.7%