Lakeridge Wealth Management LLC
Q2 2025 13F Holdings
- Locationmentor, OH
- Num holdings
149
- Value ($000)
$217,485
- Date Filed08/07/2025
- Form type13F-HR
- CIK0002012028
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FDVV FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $17.47M | 8 % | 335,907 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $13.05M | 6 % | 119,090 | ||
SHW SHERWIN WILLIAMS CO | COM | 824348106 | $12.71M | 6 % | 37,010 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $10.22M | 5 % | 210,089 | ||
FNX FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33735B108 | $9.16M | 4 % | 79,719 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $8.16M | 4 % | 80,910 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $6.86M | 3 % | 11,043 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.72M | 3 % | 42,524 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.24M | 3 % | 12,543 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $5.69M | 3 % | 76,842 |
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