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 101–150 of 156
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| KO | COCA COLA CO | 6K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| LECO | LINCOLN ELEC HLDGS INC | 2K | $100K–$500K | SH |
| UAUG | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 10K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 7K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| DAUG | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 5K | $100K–$500K | SH |
| PAUG | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| SJNK | SPDR SERIES TRUST | 15K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| AVY | AVERY DENNISON CORP | 2K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 728 | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| PSEP | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| DOV | DOVER CORP | 2K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 408 | $100K–$500K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 602 | $100K–$500K | SH |
| ETN | EATON CORP PLC | 945 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| XMAR | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 792 | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| CDIG | EA SERIES TRUST | 11K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| XJUN | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 308 | $100K–$500K | SH |
| UNOV | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 439 | $100K–$500K | SH |
| SMOG | VANECK ETF TRUST | 2K | $100K–$500K | SH |
| MTUM | ISHARES TR | 992 | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 4K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| UJAN | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| CSX | CSX CORP | 6K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 574 | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |