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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 6 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHV SCHWAB STRATEGIC TR 14,779.0 $438K 0.20% $29.61 +13.5%
102 KO COCA COLA CO Consumer Defensive 6,243.0 $436K 0.20% +186.0 +3.1% $69.92 +15.1%
103 AVGO BROADCOM INC Technology 1,260.0 $436K 0.20% +293.0 +30.3% $346.20 +21.9%
104 LECO LINCOLN ELEC HLDGS INC Industrials 1,808.0 $433K 0.20% -19.0 -1.0% $239.66 +10.7%
105 UAUG INNOVATOR ETFS TRUST 10,726.0 $428K 0.20% $39.92 +4.6%
106 FE FIRSTENERGY CORP Utilities 9,563.0 $428K 0.20% NEW $44.77 +4.2%
107 VEA VANGUARD TAX-MANAGED FDS 6,790.0 $424K 0.19% +1K +24.8% $62.47 +14.9%
108 CSCO CISCO SYS INC Technology 5,434.0 $419K 0.19% +240.0 +4.6% $77.02 +53.6%
109 DAUG FIRST TR EXCHNG TRADED FD VI 9,045.0 $401K 0.18% -500.0 -5.2% $44.34 +4.8%
110 XEL XCEL ENERGY INC Utilities 5,373.0 $397K 0.18% +36.0 +0.7% $73.86 +9.8%
111 PAUG INNOVATOR ETFS TRUST 9,044.0 $391K 0.18% $43.25 +4.7%
112 UNP UNION PAC CORP Industrials 1,617.0 $374K 0.17% -26.0 -1.6% $231.32 +17.2%
113 SPHQ INVESCO EXCHANGE TRADED FD T 4,929.0 $370K 0.17% $75.04 +14.1%
114 SJNK SPDR SERIES TRUST 14,518.0 $368K 0.17% -500.0 -3.3% $25.32 -0.9%
115 SBUX STARBUCKS CORP Consumer Cyclical 4,363.0 $367K 0.17% +106.0 +2.5% $84.20 +20.4%
116 EFA ISHARES TR 3,761.0 $361K 0.16% +47.0 +1.3% $96.02 +9.5%
117 AVY AVERY DENNISON CORP Industrials 1,973.0 $359K 0.16% +18.0 +0.9% $181.84 -12.1%
118 BND VANGUARD BD INDEX FDS 4,770.0 $353K 0.16% +1K +32.7% $74.08 -1.2%
119 LMT LOCKHEED MARTIN CORP Industrials 728.0 $352K 0.16% +6.0 +0.8% $483.75 +10.2%
120 PLTR PALANTIR TECHNOLOGIES INC Technology 1,948.0 $346K 0.16% NEW $177.76 -23.2%
Page 6 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%