13F Insight
Viewing historical filing for 2025Q4. View latest →
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

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…