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Lakeridge Wealth Management LLC

Q1 2026 13F Holdings

  • Location
    mentor, OH
  • Num holdings

    169

  • Value ($000)

    $232,594

  • Date Filed
    04/08/2026
  • Form type
    13F-HR
  • CIK
    0002012028
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FDVV

FIDELITY COVINGTON TRUST

HIGH DIVID ETF
316092840
$19.77M
9 %

357,902

I
ISTB

ISHARES TR

CORE 1 5 YR USD
46432F859
$11.88M
5 %

245,216

S
SHW

SHERWIN WILLIAMS CO

COM
824348106
$11.68M
5 %

36,433

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$9.21M
4 %

82,839

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$7.5M
3 %

11,478

A
AAPL

APPLE INC

COM
037833100
$6.77M
3 %

26,690

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$6.61M
3 %

77,877

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$6.08M
3 %

75,498

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.06M
3 %

34,756

J
JMEE

J P MORGAN EXCHANGE TRADED F

SMALL & MID CAP
46641Q118
$5.45M
2 %

81,690

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