Lakeridge Wealth Management LLC Portfolio Holdings

Lakeridge Wealth Management LLC

  • $217 Billion
  • Q2 2025

Lakeridge Wealth Management LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $217 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity High Dividend ETF with a value of $17.5B, Ishares Iboxx $ Investment Gra with a value of $13.1B, Sherwin Williams CO with a value of $12.7B, Ihares Core 1 5 Years Usd Bond with a value of $10.2B, and First Tr Mid Cap Core Alphadex with a value of $9.16B.

Examining the 13F form we can see an increase of $17.5B in the current position value, from $200B to 217B.

Lakeridge Wealth Management LLC is based out at Mentor, OH

Below you can find more details about Lakeridge Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $217 Billion
ETFs: $140 Billion
Technology: $25 Billion
Basic Materials: $12.9 Billion
Financial Services: $7.69 Billion
Consumer Defensive: $5.46 Billion
Healthcare: $5.24 Billion
Consumer Cyclical: $4.78 Billion
Industrials: $4.68 Billion
Other: $7.95 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.5 Billion 8.03% of portfolio
335,907
Q2 2025 Added 5.71%
$0
$13.1 Billion 6.0% of portfolio
119,090
Q2 2025 Added 5.37%
$0
$10.2 Billion 4.7% of portfolio
210,089
Q2 2025 Added 1.95%
$0
$9.16 Billion 4.21% of portfolio
79,719
Q2 2025 Added 6.39%
$0
$8.16 Billion 3.75% of portfolio
80,910
Q2 2025 Added 1.6%
$0
$6.86 Billion 3.15% of portfolio
11,043
Q2 2025 Added 4.94%
$0
$5.69 Billion 2.61% of portfolio
76,842
Q2 2025 Added 18.38%
$0
$5.23 Billion 2.4% of portfolio
108,856
Q2 2025 Reduced 0.62%
$0
$5.08 Billion 2.34% of portfolio
52,221
Q2 2025 Added 358.72%
$0
$4.6 Billion 2.12% of portfolio
77,720
Q2 2025 Added 3.1%
$0
$4.08 Billion 1.88% of portfolio
59,566
Q2 2025 Added 273.71%
$0
$3.85 Billion 1.77% of portfolio
118,400
Q2 2025 Added 4.16%
$0
$3.64 Billion 1.68% of portfolio
71,721
Q2 2025 Added 15.26%
$0
$2.75 Billion 1.27% of portfolio
76,847
Q2 2025 Reduced 33.54%
$0
$2.51 Billion 1.15% of portfolio
50,093
Q2 2025 Added 4.3%
$0
$2.38 Billion 1.09% of portfolio
31,260
Q2 2025 Added 2.49%
$0
$1.74 Billion 0.8% of portfolio
22,547
Q2 2025 Added 9.68%
$0
$1.51 Billion 0.69% of portfolio
79,314
Q2 2025 Added 2.27%
$0
$1.47 Billion 0.68% of portfolio
2,385
Q2 2025 Reduced 20.37%
$0
$1.46 Billion 0.67% of portfolio
34,651
Q2 2025 Added 3.59%
$0
$1.24 Billion 0.57% of portfolio
6,366
Q2 2025 Reduced 3.69%
$0
$1.12 Billion 0.52% of portfolio
10,213
Q2 2025 Reduced 1.71%
$0
$1.05 Billion 0.48% of portfolio
23,865
Q2 2025 Reduced 0.09%
$0
$989 Million 0.45% of portfolio
15,945
Q2 2025 Added 2.57%
$0
$907 Million 0.42% of portfolio
23,992
Q2 2025 Added 12.63%
$0
$924 Million 0.42% of portfolio
6,959
Q2 2025 Reduced 4.2%
$0
$869 Million 0.4% of portfolio
17,250
Q2 2025 Added 0.22%
$0
$720 Million 0.33% of portfolio
18,930
Q2 2025 Added 10.51%
$0
$696 Million 0.32% of portfolio
12,234
Q2 2025 Added 12.92%
$0
$703 Million 0.32% of portfolio
1,238
Q2 2025 Added 6.17%
$0
$698 Million 0.32% of portfolio
29,745
Q2 2025 Reduced 1.58%
$0
$695 Million 0.32% of portfolio
16,417
Q2 2025 Reduced 45.27%
$0
$693 Million 0.32% of portfolio
19,015
Q1 2025 Reduced 0.72%
$0
$680 Million 0.31% of portfolio
14,097
Q2 2025 Added 3.03%
$0
$651 Million 0.3% of portfolio
22,303
Q2 2025 Reduced 6.7%
$0
$625 Million 0.29% of portfolio
2,055
Q2 2025 Added 0.83%
$0
$622 Million 0.29% of portfolio
13,926
Q4 2024 Reduced 2.21%
$0
$604 Million 0.28% of portfolio
2,954
Q2 2025 Added 7.65%
$0
$619 Million 0.28% of portfolio
24,862
Q4 2024 Added 36.51%
$0
$607 Million 0.28% of portfolio
2,395
Q2 2025 Reduced 2.2%
$0
$572 Million 0.26% of portfolio
12,806
Q2 2025 Reduced 1.76%
$0
$549 Million 0.25% of portfolio
7,538
Q2 2025 Reduced 9.03%
$0
$522 Million 0.24% of portfolio
20,502
Q2 2025 Added 30.98%
$0
$492 Million 0.23% of portfolio
9,952
Q2 2025 Reduced 1.93%
$53.5B
$509 Million 0.23% of portfolio
8,156
Q1 2025 Added 10.63%
$0
$492 Million 0.23% of portfolio
15,819
Q2 2025 Reduced 30.13%
$0
$509 Million 0.23% of portfolio
4,654
Q2 2025 Reduced 2.94%
$0
$483 Million 0.22% of portfolio
2,658
Q2 2025 Added 0.38%
$0
$475 Million 0.22% of portfolio
860
Q1 2025 Added 2.99%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $217 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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