StockDriftsStockDriftsTop 50 Lake Hills Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.61% | 33.0K | $23.1M | -1.09%(-362) | $565.96(+24.50%) | 2026-09-30 | |
| GLD | SPDR GOLD TR | 7.6% | 43.4K | $16.5M | -0.82%(-359) | $289.20(+31.29%) | 2026-09-30 | |
| XBI | SPDR SERIES TRUST | 7.36% | 101.5K | $16.0M | +0.90%(+907) | $103.87(+42.35%) | 2026-09-30 | |
| XLE | SELECT SECTOR SPDR TR | 5.33% | 188.6K | $11.6M | +2.33%(+4.29K) | $47.86(+41.67%) | 2026-09-30 | |
| XLU | SELECT SECTOR SPDR TR | 5.3% | 292.4K | $11.5M | new | $42.19(-1.97%) | 2026-09-30 | |
| XLV | SELECT SECTOR SPDR TR | 4.76% | 61.6K | $10.4M | new | $146.03(+20.29%) | 2026-09-30 | |
| SHY | ISHARES TR | 4.54% | 121.8K | $9.9M | -2.40%(-2.99K) | $82.50(-1.45%) | 2026-09-30 | |
| SGOV | ISHARES TR | 3.73% | 80.6K | $8.1M | new | $100.67(-0.08%) | 2026-09-30 | |
| ILF | ISHARES TR | 3.63% | 229.3K | $7.9M | +21.96%(+41.28K) | $33.93(+10.50%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.22% | 35.8K | $7.0M | -26.52%(-12.91K) | $138.43(+34.33%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.93% | +47.87% | — | — | +29.23% |
| Top 20 Holdings Unweighted | +12.53% | +42.50% | — | — | +30.39% |
Lake Hills Wealth Management LLC reports $217.68M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are VOO (10.6%), GLD (7.6%) and XBI (7.4%). The top 20 holdings account for 81.27% of reported assets. Its disclosed equity book has returned +47.87% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lake Hills Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1705594). View Lake Hills Wealth Management LLC’s 13F filings on SEC