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Lakeridge Wealth Management LLC

Q2 2026 13F Holdings

  • Location
    mentor, OH
  • Num holdings

    188

  • Value ($000)

    $272,483

  • Date Filed
    07/14/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FELC

FIDELITY COVINGTON TRUST

ENHANCED LARGE
316092113
$19.81M
7 %

472,739

I
ISTB

ISHARES TR

CORE 1 5 YR USD
46432F859
$15.37M
6 %

318,545

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$14.21M
5 %

110,978

S
SHW

SHERWIN WILLIAMS CO

COM
824348106
$12.56M
5 %

36,464

F
FDVV

FIDELITY COVINGTON TRUST

HIGH DIVID ETF
316092840
$12.46M
5 %

206,657

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$8.73M
3 %

11,656

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.63M
3 %

43,150

A
AAPL

APPLE INC

COM
037833100
$7.88M
3 %

27,220

J
JMEE

J P MORGAN EXCHANGE TRADED F

SMALL & MID CAP
46641Q118
$6.43M
2 %

82,410

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$6.31M
2 %

70,736

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