§ 13F · FUND PROFILE
Lakeridge Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $217.5T (13F)Positions · 149Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$220.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FDVV | FIDELITY COVINGTON TRUST | 342K | $19.4T | 8.8% | NEW |
| 2 | SHW | SHERWIN WILLIAMS CO | 36K | $11.8T | 5.4% | NEW |
| 3 | ISTB | ISHARES TR | 211K | $10.3T | 4.7% | NEW |
| 4 | AVUS | AMERICAN CENTY ETF TR | 75K | $8.4T | 3.8% | NEW |
| 5 | IVV | ISHARES TR | 11K | $7.8T | 3.5% | NEW |
| 6 | AAPL | APPLE INC | 26K | $7.2T | 3.3% | NEW |
| 7 | NVDA | NVIDIA CORPORATION | 35K | $6.5T | 2.9% | NEW |
| 8 | AVDE | AMERICAN CENTY ETF TR | 75K | $6.2T | 2.8% | NEW |
| 9 | MSFT | MICROSOFT CORP | 12K | $5.8T | 2.7% | NEW |
| 10 | AVEM | AMERICAN CENTY ETF TR | 73K | $5.7T | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAKERIDGE SIGNAL
AC read
Lakeridge Wealth Management LLC is a Other fund managing $217484.8 trillion in assets. The fund runs a portfolio of 149 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed