StockDriftsStockDriftsTop 50 Lakeridge Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FELC | FIDELITY COVINGTON TRUST | 7.27% | 472.7K | $19.8M | new | $38.58(+13.91%) | 2026-06-30 | |
| ISTB | ISHARES TR | 5.64% | 318.5K | $15.4M | +29.90%(+73.33K) | $47.96(+0.05%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 5.22% | 111.0K | $14.2M | +33.97%(+28.14K) | $95.14(+38.21%) | 2026-06-30 | |
| SHW | SHERWIN WILLIAMS CO | 4.61% | 36.5K | $12.6M | +0.09%(+31) | $284.45(+28.98%) | 2026-06-30 | |
| FDVV | FIDELITY COVINGTON TRUST | 4.57% | 206.7K | $12.5M | -42.26%(-151.25K) | $43.39(+47.06%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.2% | 11.7K | $8.7M | +1.55%(+178) | $492.31(+57.90%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.17% | 43.1K | $8.6M | +24.15%(+8.39K) | $78.37(+181.32%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.89% | 27.2K | $7.9M | +1.99%(+530) | $185.03(+65.74%) | 2026-06-30 | |
| JMEE | J P MORGAN EXCHANGE TRADED F | 2.36% | 82.4K | $6.4M | +0.88%(+720) | $53.67(+46.88%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 2.32% | 70.7K | $6.3M | -9.17%(-7.14K) | $63.98(+46.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +38.20% |
| Top 20 Holdings Unweighted | — | — | — | — | +48.06% |
Lakeridge Wealth Management LLC reports $272.48M in US-listed equity holdings across 188 positions in its most recent 13F filing. Its largest disclosed positions are FELC (7.3%), ISTB (5.6%) and AVUS (5.2%). The top 20 holdings account for 57% of reported assets. Its disclosed equity book has returned +38.20% cumulatively over 10 quarters. 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 Lakeridge Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2012028). View Lakeridge Wealth Management LLC’s 13F filings on SEC