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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 8 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPHQ INVESCO EXCHANGE TRADED FD T 3,429.0 $309K 0.11% -2K -30.4% $90.10 -5.3%
142 CSX CSX CORP Industrials 6,483.0 $308K 0.11% +140.0 +2.2% $47.53 +4.0%
143 FE FIRSTENERGY CORP Utilities 6,392.0 $304K 0.11% -3K -33.2% $47.54 -1.6%
144 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 779.0 $301K 0.11% -13.0 -1.6% $386.68 +5.4%
145 CGMU CAPITAL GRP FIXED INCM ETF T 10,919.0 $300K 0.11% NEW $27.47 -2.5%
146 VZ VERIZON COMMUNICATIONS INC Communication Services 7,007.0 $297K 0.11% +422.0 +6.4% $42.34 +18.4%
147 DFAI DIMENSIONAL ETF TRUST 7,176.0 $296K 0.11% -5K -41.9% $41.25 +5.2%
148 VUG VANGUARD INDEX FDS 3,412.0 $294K 0.11% NEW $86.13 +2.7%
149 AMT AMERICAN TOWER CORP Real Estate 1,791.0 $293K 0.11% -2K -55.7% $163.52 +7.5%
150 SMOG VANECK ETF TRUST 1,925.0 $281K 0.10% $146.10 -4.3%
151 BAC BANK OF AMER CORP Financial Services 4,852.0 $276K 0.10% +412.0 +9.3% $56.98 +10.0%
152 UNOV INNOVATOR ETFS TRUST 6,881.0 $276K 0.10% $40.16 +2.7%
153 XJUN FIRST TR EXCHNG TRADED FD VI 6,205.0 $276K 0.10% $44.43 +2.1%
154 JIRE J P MORGAN EXCHANGE TRADED F 3,333.0 $275K 0.10% +140.0 +4.4% $82.49 +3.3%
155 PJUN INNOVATOR ETFS TRUST 6,246.0 $270K 0.10% NEW $43.23 +2.1%
156 J P MORGAN EXCHANGE TRADED F 5,262.0 $266K 0.10% +492.0 +10.3% $50.57
157 DFAC DIMENSIONAL ETF TRUST 5,818.0 $258K 0.10% -64K -91.7% $44.36 +3.1%
158 UJAN INNOVATOR ETFS TRUST 5,687.0 $258K 0.10% +161.0 +2.9% $45.33 +2.3%
159 CBT CABOT CORP Basic Materials 2,835.0 $257K 0.09% NEW $90.82 -10.3%
160 SCHF SCHWAB STRATEGIC TR 9,289.0 $257K 0.09% -878.0 -8.6% $27.70 +3.2%
Page 8 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%