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 51–100 of 156
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| PFEB | INNOVATOR ETFS TRUST | 19K | $500K+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 8K | $500K+ | SH |
| UDEC | INNOVATOR ETFS TRUST | 19K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 32K | $500K+ | SH |
| STE | STERIS PLC | 3K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 13K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 4K | $500K+ | SH |
| CW | CURTISS WRIGHT CORP | 1K | $500K+ | SH |
| DFEB | FIRST TR EXCHNG TRADED FD VI | 14K | $500K+ | SH |
| DVY | ISHARES TR | 5K | $500K+ | SH |
| IAU | ISHARES GOLD TR | 8K | $500K+ | SH |
| T | AT&T INC | 26K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| PDEC | INNOVATOR ETFS TRUST | 15K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 20K | $500K+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 25K | $500K+ | SH |
| DNOV | FIRST TR EXCHNG TRADED FD VI | 13K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| PECO | PHILLIPS EDISON & CO INC | 17K | $500K+ | SH |
| RECS | COLUMBIA ETF TR I | 15K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 11K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 961 | $500K+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| IJR | ISHARES TR | 5K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 8K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| IDV | ISHARES TR | 13K | $100K–$500K | SH |
| POCT | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 2K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 19K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 733 | $100K–$500K | SH |
| DFAI | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 5K | $100K–$500K | SH |
| SMMD | ISHARES TR | 6K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| INTC | INTEL CORP | 12K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |
| PNOV | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |