CIK 2012028
Lakeridge Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
156
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 156
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FDVV | FIDELITY COVINGTON TRUST | 342K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 36K | $1M+ | SH |
| ISTB | ISHARES TR | 211K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 75K | $1M+ | SH |
| IVV | ISHARES TR | 11K | $1M+ | SH |
| AAPL | APPLE INC | 26K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 35K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 75K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 12K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 73K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 115K | $1M+ | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 81K | $1M+ | SH |
| LVHI | LEGG MASON ETF INVT | 122K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 14K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 12K | $1M+ | SH |
| FLDR | FIDELITY MERRIMACK STR TR | 68K | $1M+ | SH |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 26K | $1M+ | SH |
| IYW | ISHARES TR | 16K | $1M+ | SH |
| USTB | VICTORY PORTFOLIOS II | 62K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 70K | $1M+ | SH |
| IDEV | ISHARES TR | 33K | $1M+ | SH |
| — | BLUEROCK PVT REAL ESTATE FD | 179K | $1M+ | SH |
| IXUS | ISHARES TR | 26K | $1M+ | SH |
| AMZN | AMAZON COM INC | 9K | $1M+ | SH |
| LQD | ISHARES TR | 18K | $1M+ | SH |
| PJUL | INNOVATOR ETFS TRUST | 42K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 16K | $1M+ | SH |
| FYX | FIRST TR EXCHANGE-TRADED ALP | 17K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 79K | $1M+ | SH |
| PMAR | INNOVATOR ETFS TRUST | 34K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 11K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 21K | $1M+ | SH |
| IVE | ISHARES TR | 7K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| IVW | ISHARES TR | 10K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 25K | $1M+ | SH |
| IJH | ISHARES TR | 17K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 2K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| FLTB | FIDELITY MERRIMACK STR TR | 19K | $500K+ | SH |
| PMAY | INNOVATOR ETFS TRUST | 24K | $500K+ | SH |
| WMT | WALMART INC | 8K | $500K+ | SH |
| SHOP | SHOPIFY INC | 5K | $500K+ | SH |
| EEM | ISHARES TR | 15K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |