Lake Hills Wealth Management, LLC

Q4 2025 13F Holdings

  • Location
    austin, TX
  • Num holdings

    58

  • Value ($000)

    $191,631

  • Date Filed
    01/07/2026
  • Form type
    13F-HR
  • CIK
    0001705594
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$33.19 M
17 %

52,931

S
SHY

ISHARES TR

1 3 YR TREAS BD
$18.98 M
10 %

229,112

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
$15.75 M
8 %

172,364

G
GQ9

SPDR GOLD TR

GOLD SHS
$15.01 M
8 %

37,869

S
STIP

ISHARES TR

0-5 YR TIPS ETF
$9.68 M
5 %

94,542

I
IEI

ISHARES TR

3 7 YR TREAS BD
$8.81 M
5 %

73,844

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
$8.26 M
4 %

79,764

X
XLV

SELECT SECTOR SPDR TR

STATE STREET HEA
$6.94 M
4 %

44,827

V
VTV

VANGUARD INDEX FDS

VALUE ETF
$6.39 M
3 %

33,448

E
EFA

ISHARES TR

MSCI EAFE ETF
$6.34 M
3 %

66,066

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