Institutions / Lakeridge Wealth Management LLC
Lakeridge Wealth Management LLC
CIK 2012028 · Institution · as of Dec 31, 2025
Portfolio value
$220.01M
Positions
156
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 156 →
| Company | Value | % of portfolio |
|---|---|---|
| Fidelity Covington Trust | $19.38M | 8.8% |
| Sherwin Williams Co | $11.83M | 5.4% |
| iShares Tr | $10.26M | 4.7% |
| American Centy ETF Tr | $8.42M | 3.8% |
| iShares Tr | $7.78M | 3.5% |
| Apple Inc. | $7.19M | 3.3% |
| NVIDIA Corp | $6.47M | 2.9% |
| American Centy ETF Tr | $6.18M | 2.8% |
| Microsoft Corp | $5.84M | 2.7% |
| American Centy ETF Tr | $5.65M | 2.6% |
| Dimensional ETF Trust | $5.51M | 2.5% |
| J P Morgan Exchange Traded F | $5.22M | 2.4% |
| Legg Mason ETF Invt | $4.49M | 2.0% |
| International Business Machines Corp | $4.10M | 1.9% |
| JPMorgan Chase & Co | $3.83M | 1.7% |
| Fidelity Merrimack Str Tr | $3.40M | 1.5% |
| First Tr Exchange-Traded Alp | $3.23M | 1.5% |
| iShares Tr | $3.18M | 1.4% |
| Victory Portfolios II | $3.16M | 1.4% |
| Dimensional ETF Trust | $2.77M | 1.3% |
| iShares MSCI UAE ETF | $2.76M | 1.3% |
| Bluerock Private Real Estate FundBPRE | $2.68M | 1.2% |
| iShares MSCI UAE ETF | $2.23M | 1.0% |
| Amazon.com Inc | $2.14M | 1.0% |
| iShares MSCI UAE ETF | $1.98M | 0.9% |
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.