LAKE STREET PRIVATE WEALTH, LLC
Q4 2025 13F Holdings
- Locationchicago, IL
- Num holdings
278
- Value ($000)
$817,465
- Date Filed01/07/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $48.15M | 6 % | 252,119 | ||
NVIDIA CORPORATION | COM | 67066G104 | $46.48M | 6 % | 249,202 | ||
APPLE INC | COM | 037833100 | $46.26M | 6 % | 170,167 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $38.59M | 5 % | 79,105 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $24.43M | 3 % | 39,764 | ||
MICROSOFT CORP | COM | 594918104 | $21.02M | 3 % | 43,471 | ||
GRANITESHARES GOLD TR | SHS BEN INT | 38748G101 | $17.27M | 2 % | 406,447 | ||
AMAZON COM INC | COM | 023135106 | $16.49M | 2 % | 71,456 | ||
FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $15.55M | 2 % | 259,529 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $13.02M | 2 % | 41,613 |
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