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Portfolio (Quarterly) Guide ↗

Lakeridge Wealth Management LLC

· CIK 0002012028
13F Portfolio $225M AUM Filed Oct 17, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 153 New
Page 7 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWD ISHARES TR 1,429.0 $291K 0.13% NEW $203.64 +17.0%
122 XLK SELECT SECTOR SPDR TR 1,029.0 $290K 0.13% NEW $281.85 -34.3%
123 XMAR FIRST TR EXCHNG TRADED FD VI 7,194.0 $282K 0.12% NEW $39.22 +8.3%
124 BND VANGUARD BD INDEX FDS 3,594.0 $267K 0.12% NEW $74.38 -1.6%
125 DOV DOVER CORP Industrials 1,592.0 $266K 0.12% NEW $166.78 +29.1%
126 NOC NORTHROP GRUMMAN CORP Industrials 433.0 $264K 0.12% NEW $609.32 -8.6%
127 XJUN FIRST TR EXCHNG TRADED FD VI 6,205.0 $262K 0.12% NEW $42.20 +4.9%
128 UNOV INNOVATOR ETFS TRUST 6,881.0 $258K 0.12% NEW $37.47 +6.7%
129 LNG CHENIERE ENERGY INC Energy 1,062.0 $250K 0.11% NEW $235.07 -0.4%
130 DDEC FIRST TR EXCHNG TRADED FD VI 5,615.0 $246K 0.11% NEW $43.77 +7.8%
131 SMOG VANECK ETF TRUST 1,925.0 $245K 0.11% NEW $127.06 +21.0%
132 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 738.0 $238K 0.11% NEW $323.01 +20.1%
133 UJAN INNOVATOR ETFS TRUST 5,526.0 $233K 0.10% NEW $42.13 +7.2%
134 HON HONEYWELL INTL INC Industrials 1,102.0 $232K 0.10% NEW $210.57 +10.0%
135 J P MORGAN EXCHANGE TRADED F 4,564.0 $232K 0.10% NEW $50.73
136 SCHF SCHWAB STRATEGIC TR 9,902.0 $231K 0.10% NEW $23.28 +19.3%
137 MTUM ISHARES TR 880.0 $226K 0.10% NEW $256.52 +22.4%
138 CSX CSX CORP Industrials 6,283.0 $223K 0.10% NEW $35.51 +31.3%
139 AZO AUTOZONE INC Consumer Cyclical 52.0 $223K 0.10% NEW $4290.23 -27.7%
140 RNP COHEN & STEERS REIT & PFD & Financial Services 9,770.0 $220K 0.10% NEW $22.48 -7.4%
Page 7 of 8  ·  153 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 32.7%
Basic Materials 16.9%
Financial Services 12.7%
Healthcare 7.3%
Industrials 6.8%
Consumer Cyclical 6.6%
Consumer Defensive 6.5%
Communication Services 3.9%
Energy 3.4%
Real Estate 2.1%