CIK 1772031
LAKE STREET PRIVATE WEALTH, LLC
Institutional 13F holdings & portfolio
Holdings
278
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 278
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| V | VISA INC | 14K | $1M+ | SH |
| FDX | FEDEX CORP | 16K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 81K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 14K | $1M+ | SH |
| FMB | FIRST TR EXCH TRADED FD III | 90K | $1M+ | SH |
| TDTT | FLEXSHARES TR | 189K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 23K | $1M+ | SH |
| AMJB | JPMORGAN CHASE FINL CO LLC | 145K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| AMLP | ALPS ETF TR | 87K | $1M+ | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 314K | $1M+ | SH |
| AGG | ISHARES TR | 38K | $1M+ | SH |
| BAC-PL | BANK AMERICA CORP | 3K | $1M+ | SH |
| HYT | BLACKROCK CORPOR HI YLD FD I | 399K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 51K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 157K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| LQD | ISHARES TR | 23K | $1M+ | SH |
| MCD | MCDONALDS CORP | 8K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 13K | $1M+ | SH |
| IQLT | ISHARES TR | 52K | $1M+ | SH |
| EOG | EOG RES INC | 22K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 11K | $1M+ | SH |
| VST | VISTRA CORP | 14K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 11K | $1M+ | SH |
| TAXX | BONDBLOXX ETF TRUST | 42K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 37K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 12K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |
| TLT | ISHARES TR | 23K | $1M+ | SH |
| EELV | INVESCO EXCH TRADED FD TR II | 71K | $1M+ | SH |
| WMT | WALMART INC | 17K | $1M+ | SH |
| NTAP | NETAPP INC | 18K | $1M+ | SH |
| IYW | ISHARES TR | 9K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 37K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 24K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| HD | HOME DEPOT INC | 5K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 23K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 18K | $1M+ | SH |
| NFLX | NETFLIX INC | 17K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 7K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 61K | $1M+ | SH |
| QCOM | QUALCOMM INC | 9K | $1M+ | SH |
| STWD | STARWOOD PPTY TR INC | 88K | $1M+ | SH |
| AJAN | INNOVATOR ETFS TRUST | 55K | $1M+ | SH |
| BITB | BITWISE BITCOIN ETF TR | 31K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 9K | $1M+ | SH |