LAKE STREET PRIVATE WEALTH, LLC - Portfolio overview

LAKE STREET PRIVATE WEALTH, LLC has 306 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 6.34%
2. AAPL - APPLE INC, 4.95%
3. NVDA - NVIDIA CORPORATION, 4.70%

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

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