LAKE STREET PRIVATE WEALTH, LLC
LAKE STREET PRIVATE WEALTH, LLC reported 275 positions worth $874.3M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: VTV (6.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTV | SH | $57.5M | 6.57% | 263,720 | — | — | |
| ▸ 2 | AAPL | SH | $44.8M | 5.12% | 154,772 | — | — | |
| ▸ 3 | NVDA | SH | $43.0M | 4.92% | 215,118 | — | — | |
| ▸ 4 | VUG | SH | $41.8M | 4.78% | 484,778 | — | — | |
| ▸ 5 | QQQ | SH | $19.9M | 2.27% | 26,985 | — | — | |
| ▸ 6 | FTSM | SH | $17.9M | 2.04% | 299,101 | — | — | |
| ▸ 7 | AMZN | SH | $17.0M | 1.95% | 71,409 | — | — | |
| ▸ 8 | BAR | SH | $16.1M | 1.85% | 408,474 | — | — | |
| ▸ 9 | MSFT | SH | $15.9M | 1.82% | 42,653 | — | — | |
| ▸ 10 | IJH | SH | $14.9M | 1.71% | 193,849 | — | — |
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Frequently Asked Questions
What stocks does LAKE STREET PRIVATE WEALTH, LLC hold as of Q2 2026?
LAKE STREET PRIVATE WEALTH, LLC reported 275 positions worth $874.3M in its Q2 2026 13F filing. Largest positions: VTV (6.6%), AAPL (5.1%), NVDA (4.9%), VUG (4.8%) and QQQ (2.3%).
What did LAKE STREET PRIVATE WEALTH, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LAKE STREET PRIVATE WEALTH, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.