Lakeridge Wealth Management LLC
Lakeridge Wealth Management LLC reported 188 positions worth $272.5M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: FELC (7.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FELC | SH | $19.8M | 7.27% | 472,739 | — | — | |
| ▸ 2 | ISTB | SH | $15.4M | 5.64% | 318,545 | — | — | |
| ▸ 3 | AVUS | SH | $14.2M | 5.22% | 110,978 | — | — | |
| ▸ 4 | SHW | SH | $12.6M | 4.61% | 36,464 | — | — | |
| ▸ 5 | FDVV | SH | $12.5M | 4.57% | 206,657 | — | — | |
| ▸ 6 | IVV | SH | $8.7M | 3.20% | 11,656 | — | — | |
| ▸ 7 | NVDA | SH | $8.6M | 3.17% | 43,150 | — | — | |
| ▸ 8 | AAPL | SH | $7.9M | 2.89% | 27,220 | — | — | |
| ▸ 9 | JMEE | SH | $6.4M | 2.36% | 82,410 | — | — | |
| ▸ 10 | AVDE | SH | $6.3M | 2.32% | 70,736 | — | — |
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Frequently Asked Questions
What stocks does Lakeridge Wealth Management LLC hold as of Q2 2026?
Lakeridge Wealth Management LLC reported 188 positions worth $272.5M in its Q2 2026 13F filing. Largest positions: FELC (7.3%), ISTB (5.6%), AVUS (5.2%), SHW (4.6%) and FDVV (4.6%).
What did Lakeridge Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lakeridge Wealth Management 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.