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Lakeridge Wealth Management LLC

All holdings · as of Dec 31, 2025

156 positions

CompanyClassValueShares% of portfolio
DISH NETWORK CORPORATION$11.8K12,0000.0%
Opendoor Technologies Inc.$60.3K10,3350.0%
FS Credit Opportunities Corp.FSCOClosed-End Fund$95.1K15,0950.0%
PIMCO ETF TR$205.6K2,0490.1%
Yum! Brands Inc$208.7K1,3800.1%
VANGUARD INTL EQUITY INDEX F$214.4K1,5200.1%
QUALCOMM INC/DE$215.7K1,2610.1%
HONEYWELL INTERNATIONAL INC$225.0K1,1530.1%
SPDR GOLD TR$227.5K5740.1%
CSX CORP$229.9K6,3430.1%
INNOVATOR ETFS TRUST$239.1K5,5260.1%
J P MORGAN EXCHANGE TRADED F$239.1K3,1930.1%
J P MORGAN EXCHANGE TRADED F$241.3K4,7700.1%
BANK OF AMERICA CORP /DE$244.2K4,4400.1%
SCHWAB STRATEGIC TR$244.4K10,1670.1%
iShares MSCI UAE ETF$248.4K9920.1%
VANECK ETF TRUST$249.5K1,9250.1%
Northrop Grumman Corp$250.3K4390.1%
INNOVATOR ETFS TRUST$261.9K6,8810.1%
COSTCO WHOLESALE CORP /NEW$265.8K3080.1%
First Trust Exchange-Traded Fund VIII$266.5K6,2050.1%
VERIZON COMMUNICATIONS INC$268.2K6,5850.1%
EA SERIES TRUST$270.0K10,8380.1%
VANGUARD INDEX FDS$270.1K1,4140.1%
ISHARES TR$273.1K1,2990.1%
Elevance Health Inc$277.8K7920.1%
First Trust Exchange-Traded Fund VIII$287.3K7,1940.1%
SELECT SECTOR SPDR TR$296.5K2,0600.1%
ALTRIA GROUP, INC.$297.9K5,1670.1%
Eaton Corp plc$301.1K9450.1%
Teledyne Technologies Inc$307.5K6020.1%
VANGUARD WORLD FD$307.5K4080.1%
DOVER Corp$311.6K1,5960.1%
RTX Corp$314.2K1,7130.1%
ABBOTT LABORATORIES$331.9K2,6490.2%
INNOVATOR ETFS TRUST$334.1K7,6410.2%
Palantir Technologies Inc$346.3K1,9480.2%
LOCKHEED MARTIN CORP$352.2K7280.2%
VANGUARD BD INDEX FDS$353.3K4,7700.2%
Avery Dennison Corp$358.8K1,9730.2%
ISHARES TR$361.1K3,7610.2%
STARBUCKS CORP$367.4K4,3630.2%
SPDR SERIES TRUST$367.6K14,5180.2%
INVESCO EXCHANGE TRADED FD T$369.9K4,9290.2%
Union Pacific Corp$374.1K1,6170.2%
INNOVATOR ETFS TRUST$391.2K9,0440.2%
XCEL ENERGY INC$396.8K5,3730.2%
First Trust Exchange-Traded Fund VIII$401.1K9,0450.2%
CISCO SYSTEMS, INC.$418.6K5,4340.2%
VANGUARD TAX-MANAGED FDS$424.1K6,7900.2%
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