LAKE STREET PRIVATE WEALTH, LLC: 13F holdings
CIK 17720312026Q2
| Positions | 275 |
|---|
| Reported value | $874.3m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 275 (+5 vs prior quarter) |
|---|
| Reported value | $874.3m (+11.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD INDEX FDS | 263,720 | $57.5m | 6.6% |
| AAPL APPLE INC | 154,772 | $44.8m | 5.1% |
| NVDA NVIDIA CORPORATION | 215,118 | $43.0m | 4.9% |
| VUG VANGUARD INDEX FDS | 484,778 | $41.8m | 4.8% |
| QQQ INVESCO QQQ TR | 26,985 | $19.9m | 2.3% |
| FTSM FIRST TR EXCHANGE-TRADED FD | 299,101 | $17.9m | 2.0% |
| AMZN AMAZON COM INC | 71,409 | $17.0m | 1.9% |
| BAR GRANITESHARES GOLD TR | 408,474 | $16.1m | 1.8% |
| MSFT MICROSOFT CORP | 42,653 | $15.9m | 1.8% |
| IJH ISHARES TR | 193,849 | $14.9m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1772031")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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