Lakeridge Wealth Management LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $437.6K | 0.2% |
| COCA COLA CO | $436.5K | 0.2% |
| Broadcom Inc. | $436.2K | 0.2% |
| LINCOLN ELECTRIC HOLDINGS INC | $433.3K | 0.2% |
| INNOVATOR ETFS TRUST | $428.2K | 0.2% |
| FirstEnergy Corp | $428.2K | 0.2% |
| VANGUARD TAX-MANAGED FDS | $424.1K | 0.2% |
| CISCO SYSTEMS, INC. | $418.6K | 0.2% |
| First Trust Exchange-Traded Fund VIII | $401.1K | 0.2% |
| XCEL ENERGY INC | $396.8K | 0.2% |
| INNOVATOR ETFS TRUST | $391.2K | 0.2% |
| Union Pacific Corp | $374.1K | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $369.9K | 0.2% |
| SPDR SERIES TRUST | $367.6K | 0.2% |
| STARBUCKS CORP | $367.4K | 0.2% |
| ISHARES TR | $361.1K | 0.2% |
| Avery Dennison Corp | $358.8K | 0.2% |
| VANGUARD BD INDEX FDS | $353.3K | 0.2% |
| LOCKHEED MARTIN CORP | $352.2K | 0.2% |
| Palantir Technologies Inc | $346.3K | 0.2% |
| INNOVATOR ETFS TRUST | $334.1K | 0.2% |
| ABBOTT LABORATORIES | $331.9K | 0.2% |
| RTX Corp | $314.2K | 0.1% |
| DOVER Corp | $311.6K | 0.1% |
| VANGUARD WORLD FD | $307.5K | 0.1% |
| Teledyne Technologies Inc | $307.5K | 0.1% |
| Eaton Corp plc | $301.1K | 0.1% |
| ALTRIA GROUP, INC. | $297.9K | 0.1% |
| SELECT SECTOR SPDR TR | $296.5K | 0.1% |
| First Trust Exchange-Traded Fund VIII | $287.3K | 0.1% |
| Elevance Health Inc | $277.8K | 0.1% |
| ISHARES TR | $273.1K | 0.1% |
| VANGUARD INDEX FDS | $270.1K | 0.1% |
| EA SERIES TRUST | $270.0K | 0.1% |
| VERIZON COMMUNICATIONS INC | $268.2K | 0.1% |
| First Trust Exchange-Traded Fund VIII | $266.5K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $265.8K | 0.1% |
| INNOVATOR ETFS TRUST | $261.9K | 0.1% |
| Northrop Grumman Corp | $250.3K | 0.1% |
| VANECK ETF TRUST | $249.5K | 0.1% |
| iShares MSCI UAE ETF | $248.4K | 0.1% |
| SCHWAB STRATEGIC TR | $244.4K | 0.1% |
| BANK OF AMERICA CORP /DE | $244.2K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $241.3K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $239.1K | 0.1% |
| INNOVATOR ETFS TRUST | $239.1K | 0.1% |
| CSX CORP | $229.9K | 0.1% |
| SPDR GOLD TR | $227.5K | 0.1% |
| HONEYWELL INTERNATIONAL INC | $225.0K | 0.1% |
| QUALCOMM INC/DE | $215.7K | 0.1% |