13F Insight
DOSSIER · 13F-HR · Q3 2026

LAKE STREET PRIVATE WEALTH, LLC

$908M in tracked AUM across 279 positions as of Q3 2026.

LS
CIK 0001772031 · last filed Sep 30, 2026
Total AUM
$908M
as of Q3 2026
Holdings
279
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

LAKE STREET PRIVATE WEALTH, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$54M248K5.9%02
AAPL
APPLE INC
$52M155K5.7%03
NVDA
NVIDIA CORPORATION
$49M215K5.4%04
VUG
VANGUARD INDEX FDS
$44M488K4.8%05
MSFT
MICROSOFT CORP
$22M43K2.4%06
QQQ
INVESCO QQQ TR
$20M27K2.2%07
FTSM
FIRST TR EXCHANGE-TRADED FD
$19M324K2.1%08
AMZN
AMAZON COM INC
$18M72K2.0%09
CRWD
CROWDSTRIKE HLDGS INC
$17M65K1.9%10
BAR
GRANITESHARES GOLD TR
$16M398K1.8%

Filing history

2026Q3Sep 30
$908M▲ 3.9%
279 positionsView →2026Q2Jun 30
$874M▲ 11.3%
275 positionsView →2026Q1Mar 31
$785M▼ 3.9%
270 positionsView →2025Q4Dec 31
$817M▲ 5.4%
278 positionsView →2025Q3Sep 30
$776M▲ 10.4%
277 positionsLocked2025Q2Jun 30
$703M▲ 14.5%
256 positionsLocked2025Q1Mar 31
$614M▼ 1.9%
246 positionsLocked2024Q4Dec 31
$626M▲ 0.3%
247 positionsLocked2024Q3Sep 30
$624M▼ 19.2%
259 positionsLocked2024Q2Jun 30
$772M▲ 6.6%
321 positionsLocked2024Q1Mar 31
$724M▲ 14.1%
315 positionsLocked2023Q4Dec 31
$635M▲ 14.2%
303 positionsLocked
Showing 12 of 31