Lakewood Asset Management LLC: 13F holdings

CIK 19665812026Q2

Positions107
Reported value$182.3m
Filed2026-08-06

Change since last quarter

Positions107 (+0 vs prior quarter)
Reported value$182.3m (+16.5%)

Top 10 holdings

SecuritySharesValueWeight
FNDX SCHWAB STRATEGIC TR397,708$12.4m6.8%
VPLS VANGUARD MALVERN FDS141,422$11.0m6.0%
ACWI VANGUARD INTL EQUITY INDEX F63,816$10.0m5.5%
BRK-B BERKSHIRE HATHAWAY INC DEL19,996$10.0m5.5%
VBIL VANGUARD INSTL INDEX FD122,017$9.2m5.1%
EBAY EBAY INC.47,640$5.3m2.9%
DFAW DIMENSIONAL ETF TRUST59,183$4.9m2.7%
WSM WILLIAMS SONOMA INC20,853$4.9m2.7%
HPE HEWLETT PACKARD ENTERPRISE C106,444$4.8m2.6%
EWU SCHWAB STRATEGIC TR73,369$3.9m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1966581")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples