Lakeridge Wealth Management LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $782.0K | 0.4% |
| PEPSICO INC | $777.2K | 0.4% |
| Alphabet Inc. | $769.9K | 0.3% |
| INNOVATOR ETFS TRUST | $756.6K | 0.3% |
| DIMENSIONAL ETF TRUST | $750.5K | 0.3% |
| Meta Platforms Inc | $749.6K | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $746.2K | 0.3% |
| INNOVATOR ETFS TRUST | $740.0K | 0.3% |
| MCDONALD'S CORP | $737.6K | 0.3% |
| DIMENSIONAL ETF TRUST | $728.0K | 0.3% |
| STERIS plc | $725.5K | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $721.7K | 0.3% |
| GENERAL ELECTRIC CO | $714.9K | 0.3% |
| VANGUARD SPECIALIZED FUNDS | $709.8K | 0.3% |
| American Tower Corp | $709.6K | 0.3% |
| CURTISS WRIGHT CORP | $706.2K | 0.3% |
| First Trust Exchange-Traded Fund VIII | $664.6K | 0.3% |
| ISHARES TR | $661.8K | 0.3% |
| ISHARES GOLD TR | $648.9K | 0.3% |
| AT&T INC. | $648.8K | 0.3% |
| PROGRESSIVE CORP/OH | $645.7K | 0.3% |
| INNOVATOR ETFS TRUST | $638.9K | 0.3% |
| SCHWAB STRATEGIC TR | $636.4K | 0.3% |
| FIRST TR EXCHNG TRADED FD VI | $625.8K | 0.3% |
| First Trust Exchange-Traded Fund VIII | $615.7K | 0.3% |
| AbbVie Inc. | $606.6K | 0.3% |
| Phillips Edison & Company, Inc. | $606.3K | 0.3% |
| COLUMBIA ETF TR I | $592.7K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $591.9K | 0.3% |
| CHEVRON CORP | $590.8K | 0.3% |
| INVESCO QQQ TR | $590.2K | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $587.4K | 0.3% |
| Visa Inc | $575.8K | 0.3% |
| ISHARES TR | $566.6K | 0.3% |
| ISHARES SILVER TR | $531.7K | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $513.3K | 0.2% |
| DIMENSIONAL ETF TRUST | $501.4K | 0.2% |
| ISHARES TR | $495.6K | 0.2% |
| INNOVATOR ETFS TRUST | $495.0K | 0.2% |
| The PNC Financial Services Group, Inc. | $492.7K | 0.2% |
| SCHWAB STRATEGIC TR | $488.8K | 0.2% |
| GE Vernova Inc. | $479.2K | 0.2% |
| DIMENSIONAL ETF TRUST | $470.9K | 0.2% |
| WELLS FARGO & COMPANY/MN | $470.8K | 0.2% |
| ISHARES TR | $469.7K | 0.2% |
| Merck & Co., Inc. | $464.7K | 0.2% |
| INTEL CORP | $459.1K | 0.2% |
| Philip Morris International Inc. | $452.0K | 0.2% |
| INNOVATOR ETFS TRUST | $439.9K | 0.2% |
| HOME DEPOT, INC. | $439.1K | 0.2% |