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Portfolio (Quarterly) Guide ↗

LAKE STREET PRIVATE WEALTH, LLC

· CIK 0001772031
13F Portfolio $874M AUM 275 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 275 New
Page 6 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NTAP NETAPP INC Technology 9,079.0 $1.4M 0.16% NEW — $154.76 +30.0%
102 COWZ PACER FDS TR — 21,518.0 $1.3M 0.15% NEW — $62.20 +8.9%
103 JBND J P MORGAN EXCHANGE TRADED F — 24,616.0 $1.3M 0.15% NEW — $53.50 -3.9%
104 VIOO VANGUARD ADMIRAL FDS INC — 9,510.0 $1.3M 0.15% NEW — $137.54 -6.5%
105 VGT VANGUARD WORLD FD — 10,882.0 $1.3M 0.15% NEW — $119.52 +5.5%
106 VZ VERIZON COMMUNICATIONS INC Communication Services 30,148.0 $1.3M 0.15% NEW — $42.34 +11.2%
107 QUAL ISHARES TR — 5,635.0 $1.2M 0.14% NEW — $219.44 +1.9%
108 QCOM QUALCOMM INC Technology 6,684.0 $1.2M 0.14% NEW — $184.82 +9.2%
109 MPT MEDICAL PROPERTIES TRUST INC Financial Services 257,500.0 $1.2M 0.14% NEW — $4.62 -22.9%
110 JGRO J P MORGAN EXCHANGE TRADED F — 11,784.0 $1.2M 0.13% NEW — $98.59 -1.4%
111 ICOW PACER FDS TR — 27,873.0 $1.2M 0.13% NEW — $41.63 +3.3%
112 — BERKSHIRE HATHAWAY INC DEL — 2,301.0 $1.2M 0.13% NEW — $500.39 —
113 ASML ASML HLDG NV Technology 577.0 $1.1M 0.13% NEW — $1989.44 -12.3%
114 CSCO CISCO SYS INC Technology 9,758.0 $1.1M 0.13% NEW — $117.47 -9.2%
115 XOM EXXON MOBIL CORP Energy 8,368.0 $1.1M 0.13% NEW — $136.74 +17.4%
116 HD HOME DEPOT INC Consumer Cyclical 3,113.0 $1.1M 0.13% NEW — $352.78 -16.9%
117 FXH FIRST TR EXCHANGE-TRADED FD — 8,715.0 $1.1M 0.12% NEW — $122.40 +7.4%
118 HGER HARBOR ETF TRUST — 36,037.0 $1.1M 0.12% NEW — $29.34 +21.6%
119 CALF PACER FDS TR — 20,780.0 $1.1M 0.12% NEW — $50.61 +6.9%
120 FBT FIRST TR EXCHANGE-TRADED FD — 4,177.0 $1.0M 0.12% NEW — $247.89 +10.0%
Page 6 of 14  ·  275 positions

① 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
Technology 41.3%
Financial Services 24.0%
Healthcare 8.0%
Consumer Cyclical 6.3%
Industrials 6.2%
Communication Services 5.4%
Energy 3.5%
Consumer Defensive 2.5%
Utilities 1.5%
Real Estate 1.2%