LAKE STREET PRIVATE WEALTH, LLC

Q3 2025 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    277

  • Value ($000)

    $775,728

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0001772031
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$45.56M
6 %

244,175

V
VTV

VANGUARD VALUE ETF

ETF
922908744
$45.02M
6 %

241,396

A
AAPL

APPLE INC COM

STOCK
037833100
$38.19M
5 %

149,964

V
VUG

VANGUARD GROWTH ETF

ETF
922908736
$37.12M
5 %

77,397

N
NDQ

INVESCO QQQ TRUST SERIES I

ETF
46090E103
$23.29M
3 %

38,800

M
MSFT

MICROSOFT CORP COM

STOCK
594918104
$22.30M
3 %

43,051

---

GRANITESHARES GOLD SHARES

ETF
38748G101
$15.26M
2 %

401,057

A
AMZN

AMAZON COM INC COM

STOCK
023135106
$14.67M
2 %

66,823

F
FTSM

FIRST TRUST ENHANCED SHORT MATURITY ETF

ETF
33739Q408
$14.18M
2 %

236,724

R
RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

ETF
46137V357
$10.39M
1 %

54,797

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 277