Lakeridge Wealth Management LLC - Portfolio overview

Lakeridge Wealth Management LLC has 175 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. FDVV - FIDELITY COVINGTON TRUST, 8.45%
2. ISTB - ISHARES TR, 5.08%
3. SHW - SHERWIN WILLIAMS CO, 4.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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