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

Lakewood Asset Management LLC

$182M in tracked AUM across 127 positions as of Q2 2026.

LA
CIK 0001966581 · last filed Jun 30, 2026
Total AUM
$182M
as of Q2 2026
Holdings
127
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Lakewood Asset 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
FNDX
SCHWAB STRATEGIC TR
$12M398K6.8%02
VPLS
VANGUARD MALVERN FDS
$11M141K6.0%03
VT
VANGUARD INTL EQUITY INDEX F
$10M64K5.5%04
BRK/B
BERKSHIRE HATHAWAY INC DEL
$10M20K5.5%05
VBIL
VANGUARD INSTL INDEX FD
$9M122K5.1%06
EBAY
EBAY INC.
$5M48K2.9%07
DFAW
DIMENSIONAL ETF TRUST
$5M59K2.7%08
WSM
WILLIAMS SONOMA INC
$5M21K2.7%09
HPE
HEWLETT PACKARD ENTERPRISE C
$5M106K2.6%10
FNDF
SCHWAB STRATEGIC TR
$4M73K2.1%

Filing history

2026Q2Jun 30
$182M▲ 16.5%
127 positionsView →2026Q1Mar 31
$156M▼ 8.1%
107 positionsView →2025Q4Dec 31
$170M▲ 2.9%
105 positionsView →2025Q3Sep 30
$165M▲ 10.5%
104 positionsView →2025Q2Jun 30
$150M▲ 1.0%
101 positionsLocked2025Q1Mar 31
$148M▲ 2.1%
101 positionsLocked2024Q4Dec 31
$145M▼ 0.8%
120 positionsLocked2024Q3Sep 30
$146M▲ 2.0%
119 positionsLocked2024Q2Jun 30
$143M▼ 2.5%
116 positionsLocked2024Q1Mar 31
$147M▲ 14.3%
115 positionsLocked2023Q4Dec 31
$129M▲ 4.9%
109 positionsLocked2023Q3Sep 30
$123M▼ 3.5%
111 positionsLocked
Showing 12 of 15