Lakeridge Wealth Management LLC
All holdings · as of Dec 31, 2025
| 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% |
| INNOVATOR ETFS TRUST | $1.94M | 0.9% |
| EXXON MOBIL CORP | $1.94M | 0.9% |
| FIRST TR EXCHANGE-TRADED ALP | $1.92M | 0.9% |
| ELI LILLY & Co | $1.77M | 0.8% |
| Warren E. Buffett | $1.71M | 0.8% |
| SPDR S&P 500 ETF TR | $1.57M | 0.7% |
| FIRST TR EXCH TRADED FD III | $1.53M | 0.7% |
| INNOVATOR ETFS TRUST | $1.52M | 0.7% |
| PROCTER & GAMBLE Co | $1.52M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $1.39M | 0.6% |
| ISHARES TR | $1.39M | 0.6% |
| Tesla Inc | $1.31M | 0.6% |
| JOHNSON & JOHNSON | $1.29M | 0.6% |
| Alphabet Inc. | $1.28M | 0.6% |
| ISHARES TR | $1.22M | 0.6% |
| INNOVATOR ETFS TRUST | $1.16M | 0.5% |
| ISHARES TR | $1.14M | 0.5% |
| HCA Healthcare, Inc. | $1.10M | 0.5% |
| CATERPILLAR INC | $1.02M | 0.5% |
| FIDELITY MERRIMACK STR TR | $958.2K | 0.4% |
| INNOVATOR ETFS TRUST | $949.8K | 0.4% |
| Walmart Inc. | $859.6K | 0.4% |
| SHOPIFY INC | $846.9K | 0.4% |
| ISHARES TR | $834.2K | 0.4% |
| VANGUARD INDEX FDS | $809.3K | 0.4% |