13F Insight
DOSSIER · 13F-HR · Q1 2026

Lakeridge Wealth Management LLC

Lakeridge Wealth's pension fund based in San Francisco, CA — $233M in tracked AUM across 169 positions as of Q1 2026.

LW
Lakeridge Wealth·San Francisco, CA·Pension Fund
CIK 0002012028 · last filed Mar 31, 2026
Total AUM
$233M
▼ 9.2%
vs prior
Holdings
169
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Lakeridge Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FDVV
FIDELITY COVINGTON TRUST
$20M358K8.5%
02
ISTB
ISHARES TR
$12M245K5.1%
03
SHW
SHERWIN WILLIAMS CO
$12M36K5.0%
04
AVUS
AMERICAN CENTY ETF TR
$9M83K4.0%
05
IVV
ISHARES TR
$7M11K3.2%
06
AAPL
APPLE INC
$7M27K2.9%
07
AVDE
AMERICAN CENTY ETF TR
$7M78K2.8%
08
AVEM
AMERICAN CENTY ETF TR
$6M75K2.6%
09
NVDA
NVIDIA CORPORATION
$6M35K2.6%
10
JMEE
J P MORGAN EXCHANGE TRADED F
$5M82K2.3%

Filing history

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