Lakeridge Wealth Management LLC
Q3 2025 13F Holdings
- Locationmentor, OH
- Num holdings
153
- Value ($000)
$225,001
- Date Filed 10/17/2025
- Form type13F-HR
- CIK 0002012028
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
F FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $18.87M | 8 % | 338,756 | ||
S SHERWIN WILLIAMS CO | COM | 824348106 | $12.78M | 6 % | 36,913 | ||
I ISHARES TR | CORE 1 5 YR USD | 46432F859 | $10.28M | 5 % | 210,446 | ||
F FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33735B108 | $9.15M | 4 % | 72,986 | ||
A AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $8.73M | 4 % | 80,280 | ||
L ISHARES TR | IBOXX INV CP ETF | 464287242 | $7.89M | 4 % | 70,826 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $7.59M | 3 % | 11,342 | ||
A APPLE INC | COM | 037833100 | $6.67M | 3 % | 26,194 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $6.23M | 3 % | 33,393 | ||
A AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $6.01M | 3 % | 76,148 |
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