Lakeridge Wealth Management LLC
Q4 2025 13F Holdings
- Locationmentor, OH
- Num holdings
156
- Value ($000)
$220,013
- Date Filed01/07/2026
- Form type13F-HR
- CIK0002012028
- 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 |
|---|---|---|---|---|---|---|---|
FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $19.38M | 9 % | 341,806 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | $11.83M | 5 % | 36,497 | ||
ISHARES TR | CORE 1 5 YR USD | 46432F859 | $10.26M | 5 % | 210,512 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $8.42M | 4 % | 75,363 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $7.78M | 4 % | 11,363 | ||
APPLE INC | COM | 037833100 | $7.19M | 3 % | 26,452 | ||
NVIDIA CORPORATION | COM | 67066G104 | $6.47M | 3 % | 34,679 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $6.18M | 3 % | 75,124 | ||
MICROSOFT CORP | COM | 594918104 | $5.84M | 3 % | 12,075 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $5.65M | 3 % | 73,358 |
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