Lake Hills Wealth Management, LLC
Q4 2025 13F Holdings
- Locationaustin, TX
- Num holdings
58
- Value ($000)
$191,631
- Date Filed01/07/2026
- Form type13F-HR
- CIK0001705594
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $33.19M | 17 % | 52,931 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | $18.98M | 10 % | 229,112 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | $15.75M | 8 % | 172,364 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $15.01M | 8 % | 37,869 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $9.68M | 5 % | 94,542 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | $8.81M | 5 % | 73,844 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A755 | $8.26M | 4 % | 79,764 | ||
SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 | $6.94M | 4 % | 44,827 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $6.39M | 3 % | 33,448 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $6.34M | 3 % | 66,066 |
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