Lake Street Private Wealth, LLC
All holdings · as of Dec 31, 2025
| 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% |
| COSTCO WHOLESALE CORP /NEW | $7.56M | 0.9% |
| CrowdStrike Holdings, Inc. | $7.51M | 0.9% |
| FIRST TR EXCHANGE-TRADED FD | $7.13M | 0.9% |
| ELI LILLY & Co | $7.04M | 0.9% |
| J P MORGAN EXCHANGE TRADED F | $6.80M | 0.8% |
| Blackstone Inc | $6.78M | 0.8% |
| ISHARES TR | $6.76M | 0.8% |
| Snowflake Inc. | $6.75M | 0.8% |
| Uber Technologies, Inc | $6.69M | 0.8% |
| INVESCO EXCHANGE TRADED FD T | $6.51M | 0.8% |
| COHEN & STEERS QUALITY INCOME REALTY FUND INCRQI | $6.42M | 0.8% |
| J P MORGAN EXCHANGE TRADED F | $6.39M | 0.8% |
| VANGUARD INTL EQUITY INDEX F | $6.20M | 0.8% |
| HIMS & HERS HEALTH, INC. | $6.10M | 0.7% |
| Ulta Beauty, Inc. | $5.99M | 0.7% |
| ISHARES INC | $5.83M | 0.7% |
| ISHARES TR | $5.61M | 0.7% |
| WisdomTree Trust | $5.58M | 0.7% |
| Axon Enterprise Inc | $5.48M | 0.7% |
| ISHARES TR | $5.48M | 0.7% |
| ISHARES INC | $5.47M | 0.7% |
| iShares MSCI UAE ETF | $5.43M | 0.7% |
| Northrop Grumman Corp | $5.33M | 0.7% |
| VERIZON COMMUNICATIONS INC | $5.28M | 0.6% |
| ALLSTATE CORP | $5.24M | 0.6% |