13F Insight
DOSSIER · 13F-HR · Q2 2026

Lakeridge Wealth Management LLC

$272M in tracked AUM across 188 positions as of Q2 2026.

LW
CIK 0002012028 · last filed Jun 30, 2026
Total AUM
$272M
as of Q2 2026
Holdings
188
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Lakeridge Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FELC
FIDELITY COVINGTON TRUST
$20M473K7.3%02
ISTB
ISHARES TR
$15M319K5.6%03
AVUS
AMERICAN CENTY ETF TR
$14M111K5.2%04
SHW
SHERWIN WILLIAMS CO
$13M36K4.6%05
FDVV
FIDELITY COVINGTON TRUST
$12M207K4.6%06
IVV
ISHARES TR
$9M12K3.2%07
NVDA
NVIDIA CORPORATION
$9M43K3.2%08
AAPL
APPLE INC
$8M27K2.9%09
JMEE
J P MORGAN EXCHANGE TRADED F
$6M82K2.4%10
AVDE
AMERICAN CENTY ETF TR
$6M71K2.3%

Filing history

2026Q2Jun 30
$272M▲ 17.1%
188 positionsView →2026Q1Mar 31
$233M▲ 5.7%
169 positionsView →2025Q4Dec 31
$220M▲ 120.9%
156 positionsView →2025Q3Sep 30
$100M▼ 54.2%
79 positionsView →2025Q2Jun 30
$217M▲ 8.8%
149 positionsLocked2025Q1Mar 31
$200M▲ 3.3%
151 positionsLocked2024Q4Dec 31
$194M▲ 6.4%
152 positionsLocked2024Q3Sep 30
$182M▲ 9.4%
153 positionsLocked2024Q2Jun 30
$166M▲ 7.8%
145 positionsLocked2024Q1Mar 31
$154M▲ 11.5%
135 positionsLocked2023Q4Dec 31
$138M—
130 positionsLocked