LAKE STREET PRIVATE WEALTH, LLC
Q3 2025 13F Holdings
- Locationchicago, IL
- Num holdings
277
- Value ($000)
$775,728
- Date Filed11/10/2025
- Form type13F-HR
- CIK0001772031
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $45.56 M | 6 % | 244,175 | ||
VTV VANGUARD VALUE ETF | ETF | 922908744 | $45.02 M | 6 % | 241,396 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $38.19 M | 5 % | 149,964 | ||
VUG VANGUARD GROWTH ETF | ETF | 922908736 | $37.12 M | 5 % | 77,397 | ||
NDQ INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | $23.29 M | 3 % | 38,800 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $22.30 M | 3 % | 43,051 | ||
GRANITESHARES GOLD SHARES | ETF | 38748G101 | $15.26 M | 2 % | 401,057 | ||
AMZN AMAZON COM INC COM | STOCK | 023135106 | $14.67 M | 2 % | 66,823 | ||
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF | ETF | 33739Q408 | $14.18 M | 2 % | 236,724 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $10.39 M | 1 % | 54,797 |
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