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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 +26.9%
102 COWZ PACER FDS TR 21,518.0 $1.3M 0.15% NEW $62.20 +9.2%
103 JBND J P MORGAN EXCHANGE TRADED F 24,616.0 $1.3M 0.15% NEW $53.50 -3.6%
104 VIOO VANGUARD ADMIRAL FDS INC 9,510.0 $1.3M 0.15% NEW $137.54 -6.6%
105 VGT VANGUARD WORLD FD 10,882.0 $1.3M 0.15% NEW $119.52 +5.1%
106 VZ VERIZON COMMUNICATIONS INC Communication Services 30,148.0 $1.3M 0.15% NEW $42.34 +9.9%
107 QUAL ISHARES TR 5,635.0 $1.2M 0.14% NEW $219.44 +1.2%
108 QCOM QUALCOMM INC Technology 6,684.0 $1.2M 0.14% NEW $184.82 +6.7%
109 MPT MEDICAL PROPERTIES TRUST INC Financial Services 257,500.0 $1.2M 0.14% NEW $4.62 -22.3%
110 JGRO J P MORGAN EXCHANGE TRADED F 11,784.0 $1.2M 0.13% NEW $98.59 -2.0%
111 ICOW PACER FDS TR 27,873.0 $1.2M 0.13% NEW $41.63 +3.1%
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 -9.4%
115 XOM EXXON MOBIL CORP Energy 8,368.0 $1.1M 0.13% NEW $136.74 +18.0%
116 HD HOME DEPOT INC Consumer Cyclical 3,113.0 $1.1M 0.13% NEW $352.78 -15.9%
117 FXH FIRST TR EXCHANGE-TRADED FD 8,715.0 $1.1M 0.12% NEW $122.40 +6.8%
118 HGER HARBOR ETF TRUST 36,037.0 $1.1M 0.12% NEW $29.34 +22.9%
119 CALF PACER FDS TR 20,780.0 $1.1M 0.12% NEW $50.61 +7.1%
120 FBT FIRST TR EXCHANGE-TRADED FD 4,177.0 $1.0M 0.12% NEW $247.89 +8.6%
Page 6 of 14  ·  275 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
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%