Lakeridge Wealth Management LLC: 13F holdings
CIK 20120282026Q2
| Positions | 188 |
|---|---|
| Reported value | $272.5m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| FIDELITY COVINGTON TRUST | 472,739 | $19.8m | 7.3% |
| ISTB ISHARES TR | 318,545 | $15.4m | 5.6% |
| AVUS AMERICAN CENTY ETF TR | 110,978 | $14.2m | 5.2% |
| SHW SHERWIN WILLIAMS CO | 36,464 | $12.6m | 4.6% |
| FDVV FIDELITY COVINGTON TRUST | 206,657 | $12.5m | 4.6% |
| IVV ISHARES TR | 11,656 | $8.7m | 3.2% |
| NVDA NVIDIA CORPORATION | 43,150 | $8.6m | 3.2% |
| AAPL APPLE INC | 27,220 | $7.9m | 2.9% |
| IJH J P MORGAN EXCHANGE TRADED F | 82,410 | $6.4m | 2.4% |
| AVDE AMERICAN CENTY ETF TR | 70,736 | $6.3m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2012028")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.