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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 9 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DFIC DIMENSIONAL ETF TRUST 6,549.0 $244K 0.09% -8K -55.0% $37.26 +5.9%
162 QCOM QUALCOMM INC Technology 1,317.0 $243K 0.09% +56.0 +4.4% $184.78 -8.7%
163 ALL ALLSTATE CORP Financial Services 1,013.0 $241K 0.09% NEW $237.91 +9.1%
164 SOXX ISHARES TR 375.0 $240K 0.09% NEW $640.43 -18.8%
165 VT VANGUARD INTL EQUITY INDEX F 1,522.0 $239K 0.09% $156.97 +3.0%
166 LIN LINDE PLC Basic Materials 458.0 $238K 0.09% NEW $519.28 -8.0%
167 AMGN AMGEN INC Healthcare 642.0 $232K 0.09% NEW $362.07 +20.8%
168 PLTR PALANTIR TECHNOLOGIES INC Technology 1,959.0 $229K 0.08% +11.0 +0.6% $116.65 +49.4%
169 OKE ONEOK INC NEW Energy 2,617.0 $228K 0.08% NEW $86.94 +9.8%
170 NOC NORTHROP GRUMMAN CORP Industrials 445.0 $227K 0.08% +6.0 +1.4% $509.31 +1.1%
171 ABT ABBOTT LABORATORIES Healthcare 2,475.0 $225K 0.08% -174.0 -6.6% $90.74 +19.4%
172 YUM YUM BRANDS INC Consumer Cyclical 1,404.0 $224K 0.08% +24.0 +1.7% $159.88 -5.7%
173 VDE VANGUARD WORLD FD 1,478.0 $222K 0.08% NEW $150.15 +20.3%
174 XLE SELECT SECTOR SPDR TR 4,105.0 $218K 0.08% NEW $53.11 +20.6%
175 AMAT APPLIED MATLS INC Technology 301.0 $218K 0.08% NEW $723.11 -37.1%
176 GLD SPDR GOLD TR Financial Services 579.0 $213K 0.08% +5.0 +0.9% $368.37 +10.4%
177 MINT PIMCO ETF TR 2,105.0 $212K 0.08% +56.0 +2.7% $100.80 -0.3%
178 DDEC FIRST TR EXCHNG TRADED FD VI 4,415.0 $209K 0.08% NEW $47.38 +2.4%
179 XLI SELECT SECTOR SPDR TR 1,110.0 $206K 0.07% NEW $185.21 -5.4%
180 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 8,003.0 $204K 0.07% NEW $25.55 +2.3%
Page 9 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%