LAKE STREET PRIVATE WEALTH, LLC

Q4 2025 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    278

  • Value ($000)

    $817,465

  • Date Filed
    01/07/2026
  • Form type
    13F-HR
  • CIK
    0001772031
  • 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
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$48.15 M
6 %

252,119

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$46.48 M
6 %

249,202

A
AAPL

APPLE INC

COM
037833100
$46.26 M
6 %

170,167

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$38.59 M
5 %

79,105

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$24.43 M
3 %

39,764

M
MSFT

MICROSOFT CORP

COM
594918104
$21.02 M
3 %

43,471

---

GRANITESHARES GOLD TR

SHS BEN INT
38748G101
$17.27 M
2 %

406,447

A
AMZN

AMAZON COM INC

COM
023135106
$16.49 M
2 %

71,456

F
FTSM

FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW
33739Q408
$15.55 M
2 %

259,529

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$13.02 M
2 %

41,613

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