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Portfolio (Quarterly) Guide ↗

Lakeridge Wealth Management LLC

· CIK 0002012028
13F Portfolio $220M AUM 156 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 80 Added 30 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BLUEROCK PVT REAL ESTATE FD 178,553.0 $2.7M 1.22% NEW $15.00
2 RECS COLUMBIA ETF TR I 14,513.0 $593K 0.27% NEW $40.84 +6.1%
3 JMUB J P MORGAN EXCHANGE TRADED F 11,632.0 $587K 0.27% NEW $50.50 -0.5%
4 POCT INNOVATOR ETFS TRUST 11,270.0 $495K 0.23% NEW $43.92 +5.0%
5 PNOV INNOVATOR ETFS TRUST 10,529.0 $440K 0.20% NEW $41.78 +5.7%
6 FE FIRSTENERGY CORP Utilities 9,563.0 $428K 0.20% NEW $44.77 +4.2%
7 PLTR PALANTIR TECHNOLOGIES INC Technology 1,948.0 $346K 0.16% NEW $177.76 -23.2%
8 VTV VANGUARD INDEX FDS 1,414.0 $270K 0.12% NEW $190.98 +11.1%
9 CDIG EA SERIES TRUST 10,838.0 $270K 0.12% NEW $24.92 +4.9%
10 MINT PIMCO ETF TR 2,049.0 $206K 0.09% NEW $100.33 +0.3%

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 33.6%
Basic Materials 14.9%
Financial Services 12.5%
Healthcare 8.3%
Industrials 7.1%
Consumer Cyclical 6.6%
Consumer Defensive 5.8%
Communication Services 4.7%
Energy 3.2%
Real Estate 1.7%