Institutions / Lake Street Private Wealth, LLC
Lake Street Private Wealth, LLC
CIK 1772031 · Institution · as of Dec 31, 2025
Portfolio value
$817.46M
Positions
278
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 278 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $48.15M | 5.9% |
| NVIDIA Corp | $46.48M | 5.7% |
| Apple Inc. | $46.26M | 5.7% |
| Vanguard Index Fds | $38.59M | 4.7% |
| Invesco Qqq Tr | $24.43M | 3.0% |
| Microsoft Corp | $21.02M | 2.6% |
| Graniteshares Gold Tr | $17.27M | 2.1% |
| Amazon.com Inc | $16.49M | 2.0% |
| First Tr Exchange-Traded Fd | $15.55M | 1.9% |
| Alphabet Inc. | $13.02M | 1.6% |
| Palmer Square Funds Trust | $12.62M | 1.5% |
| Alphabet Inc. | $12.37M | 1.5% |
| iShares Tr | $11.48M | 1.4% |
| PIMCO ETF Tr | $11.17M | 1.4% |
| iShares Tr | $10.73M | 1.3% |
| JPMorgan Chase & Co | $10.09M | 1.2% |
| Vanguard Index Fds | $10.06M | 1.2% |
| iShares Tr | $9.90M | 1.2% |
| Palantir Technologies Inc | $9.81M | 1.2% |
| Meta Platforms Inc | $9.45M | 1.2% |
| The Goldman Sachs Group, Inc. | $9.42M | 1.2% |
| Broadcom Inc. | $8.45M | 1.0% |
| AbbVie Inc. | $8.32M | 1.0% |
| Invesco Actively Managed Exc | $8.27M | 1.0% |
| Warren E. Buffett | $7.87M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.