StockDriftsStockDriftsTop 50 Lake Street Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 6.57% | 263.7K | $57.5M | +0.76%(+1.98K) | $143.56(+58.48%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.12% | 154.8K | $44.8M | -2.15%(-3.40K) | $93.86(+225.36%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.92% | 215.1K | $43.0M | -1.41%(-3.08K) | $13.36(+1591.74%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.78% | 484.8K | $41.8M | -0.21%(-1.00K) | $46.11(+93.41%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.27% | 27.0K | $19.9M | +0.37%(+100) | $296.47(+147.08%) | 2026-06-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 2.04% | 299.1K | $17.9M | +1.88%(+5.53K) | $59.63(+0.36%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.95% | 71.4K | $17.0M | -0.32%(-232) | $126.86(+106.94%) | 2026-06-30 | |
| BAR | GRANITESHARES GOLD TR | 1.85% | 408.5K | $16.1M | +0.25%(+1.00K) | $19.42(+121.89%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.82% | 42.7K | $15.9M | -0.11%(-45) | $211.34(+130.00%) | 2026-06-30 | |
| IJH | ISHARES TR | 1.71% | 193.8K | $14.9M | +0.12%(+241) | $59.70(+31.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.44% | +74.71% | +11.75% | +74.24% |
| Top 20 Holdings Unweighted | +17.08% | +60.50% | +9.21% | +55.36% |
Lake Street Private Wealth LLC reports $874.33M in US-listed equity holdings across 275 positions in its most recent 13F filing. Its largest disclosed positions are VTV (6.6%), AAPL (5.1%) and NVDA (4.9%). The top 20 holdings account for 47.28% of reported assets. Its disclosed equity book has returned +74.71% on a three-year cumulative basis. Figures reflect the Q2 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 Street Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1772031). View Lake Street Private Wealth LLC’s 13F filings on SEC