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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
Page 3 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PJAN INNOVATOR ETFS TRUST 24,565.0 $1.2M 0.53% +700.0 +2.9% $47.02 +4.9%
42 IJH ISHARES TR 17,329.0 $1.1M 0.52% +1K +6.9% $66.00 +12.9%
43 HCA HCA HEALTHCARE INC Healthcare 2,356.0 $1.1M 0.50% $466.86 -15.9%
44 CAT CATERPILLAR INC Industrials 1,783.0 $1.0M 0.46% +22.0 +1.2% $572.94 +58.0%
45 FLTB FIDELITY MERRIMACK STR TR 18,915.0 $958K 0.44% +375.0 +2.0% $50.66 -0.7%
46 PMAY INNOVATOR ETFS TRUST 23,992.0 $950K 0.43% $39.59 +4.2%
47 WMT WALMART INC Consumer Defensive 7,716.0 $860K 0.39% +253.0 +3.4% $111.41 +6.2%
48 SHOP SHOPIFY INC Technology 5,261.0 $847K 0.39% $160.97 -35.2%
49 EEM ISHARES TR 15,247.0 $834K 0.38% +978.0 +6.8% $54.71 +24.9%
50 VOO VANGUARD INDEX FDS 1,291.0 $809K 0.37% $626.92 +9.9%
51 VTI VANGUARD INDEX FDS 2,333.0 $782K 0.35% +265.0 +12.8% $335.20 +10.1%
52 PEP PEPSICO INC Consumer Defensive 5,416.0 $777K 0.35% +75.0 +1.4% $143.51 +1.8%
53 GOOGL ALPHABET INC Communication Services 2,460.0 $770K 0.35% +334.0 +15.7% $312.97 +23.7%
54 PFEB INNOVATOR ETFS TRUST 18,580.0 $757K 0.34% $40.72 +5.3%
55 DFAU DIMENSIONAL ETF TRUST 16,037.0 $751K 0.34% -423.0 -2.6% $46.80 +10.2%
56 META META PLATFORMS INC Communication Services 1,136.0 $750K 0.34% +255.0 +28.9% $659.90 -7.7%
57 JGRO J P MORGAN EXCHANGE TRADED F 8,041.0 $746K 0.34% +455.0 +6.0% $92.80 +5.3%
58 UDEC INNOVATOR ETFS TRUST 18,668.0 $740K 0.34% +153.0 +0.8% $39.64 +4.8%
59 MCD MCDONALDS CORP Consumer Cyclical 2,413.0 $738K 0.34% $305.68 -8.7%
60 DFAR DIMENSIONAL ETF TRUST 31,788.0 $728K 0.33% +2K +5.2% $22.90 +14.8%
Page 3 of 8  ·  156 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 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%