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Portfolio (Quarterly) Guide ↗

Lake Hills Wealth Management, LLC

· CIK 0001705594
13F Portfolio $179M AUM 62 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 12 Added 17 Reduced 20 Exited
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 9,840.0 $2.5M 1.40% -260.0 -2.6% $253.80 +21.8%
22 IEF ISHARES TR 21,518.0 $2.1M 1.15% +953.0 +4.6% $95.44 -1.4%
23 AGG ISHARES TR 20,622.0 $2.0M 1.15% -349.0 -1.7% $99.27 -0.6%
24 QQQ INVESCO QQQ TR Financial Services 2,496.0 $1.4M 0.81% $577.18 +26.1%
25 BIL SPDR SERIES TRUST 15,316.0 $1.4M 0.79% -157K -91.1% $91.64 -0.0%
26 AMZN AMAZON COM INC Consumer Cyclical 6,373.0 $1.3M 0.74% $208.27 +25.9%
27 NVDA NVIDIA CORPORATION Technology 6,690.0 $1.2M 0.65% +187.0 +2.9% $174.41 +22.5%
28 IVV ISHARES TR 1,520.0 $993K 0.56% $653.21 +15.1%
29 KMI KINDER MORGAN INC DEL Energy 21,552.0 $723K 0.40% $33.53 -1.2%
30 CTAS CINTAS CORP Industrials 4,164.0 $704K 0.39% $169.14 +1.4%
31 VGSH VANGUARD SCOTTSDALE FDS 10,355.0 $606K 0.34% -2K -14.2% $58.54 -0.5%
32 GEV GE VERNOVA INC Utilities 634.0 $553K 0.31% $872.90 +23.3%
33 HAL HALLIBURTON CO Energy 13,413.0 $523K 0.29% NEW $38.99 +6.0%
34 MUB ISHARES TR 4,892.0 $519K 0.29% NEW $106.15 +0.5%
35 SHV ISHARES TR 4,404.0 $486K 0.27% +344.0 +8.5% $110.39 -0.1%
36 MRNA MODERNA INC Healthcare 9,346.0 $475K 0.27% NEW $50.80 -6.5%
37 EME EMCOR GROUP INC Industrials 638.0 $471K 0.26% -21.0 -3.2% $738.31 +16.8%
38 CEG CONSTELLATION ENERGY CORP Utilities 1,619.0 $452K 0.25% +975.0 +151.4% $279.25 +8.6%
39 LMT LOCKHEED MARTIN CORP Industrials 746.0 $451K 0.25% NEW $604.51 -11.8%
40 ITW ILLINOIS TOOL WKS INC Industrials 1,629.0 $424K 0.24% +32.0 +2.0% $260.29 -3.8%
Page 2 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 61.1%
Technology 11.6%
Industrials 10.6%
Consumer Cyclical 4.3%
Energy 3.5%
Utilities 2.8%
Healthcare 2.5%
Basic Materials 2.2%
Communication Services 1.4%