Lake Hills Wealth Management, LLC Portfolio Holdings

Lake Hills Wealth Management, LLC

  • $186 Million
  • Q4 2025

Lake Hills Wealth Management, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $186 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $32.7M, Ishares Barclays 1 3 Year Trea with a value of $19M, Spdr Bloomberg 1 3 Month T Bil with a value of $15.8M, Spdr Gold Trust with a value of $14.2M, and Ishares Barclays 0 5 Year Tips with a value of $9.73M.

Examining the 13F form we can see an increase of $5.81M in the current position value, from $180M to 186M.

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

Portfolio value $186 Million
ETFs: $172 Million
Technology: $5.26 Million
Industrials: $3.84 Million
Consumer Cyclical: $2.57 Million
Energy: $1.19 Million
Utilities: $633,000
Communication Services: $474,000
Healthcare: $235,000
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.7 Million 17.58% of portfolio
52,931
Q4 2025 Reduced 6.8%
$0
$19 Million 10.2% of portfolio
229,112
Q4 2025 Reduced 55.75%
$0
$15.8 Million 8.49% of portfolio
172,364
Q4 2025 Added 152.68%
$130B
$14.2 Million 7.65% of portfolio
37,869
Q4 2025 Reduced 16.78%
$0
$9.73 Million 5.23% of portfolio
94,542
Q4 2025 Added 71.13%
$0
$8.82 Million 4.74% of portfolio
73,844
Q4 2025 Added 59.03%
$0
$7.33 Million 3.94% of portfolio
79,764
Q4 2025 New
$0
$6.81 Million 3.66% of portfolio
44,827
Q4 2025 New
$0
$6.29 Million 3.38% of portfolio
66,066
Q4 2025 New
$0
$6.26 Million 3.36% of portfolio
33,448
Q4 2025 New
$0
$6.24 Million 3.35% of portfolio
113,550
Q4 2025 New
$0
$6.05 Million 3.25% of portfolio
128,792
Q4 2025 New
$0
$5.77 Million 3.1% of portfolio
239,072
Q4 2025 New
$0
$5.08 Million 2.73% of portfolio
108,197
Q4 2025 Added 7.09%
$0
$4.47 Million 2.4% of portfolio
174,826
Q4 2025 Added 111.28%
$24.1B
$4.23 Million 2.27% of portfolio
91,964
Q4 2025 Reduced 17.85%
$0
$2.1 Million 1.13% of portfolio
20,971
Q4 2025 Added 7.39%
$0
$1.98 Million 1.07% of portfolio
20,565
Q4 2025 New
$0
$1.51 Million 0.81% of portfolio
2,496
Q4 2025 Reduced 90.34%
$0
$1.23 Million 0.66% of portfolio
42,059
Q4 2025 Added 269.26%
$0
$1.01 Million 0.55% of portfolio
11,435
Q4 2025 New
$0
$1.03 Million 0.55% of portfolio
1,520
Q1 2025 Reduced 34.4%
$0
$708,000 0.38% of portfolio
12,074
Q4 2025 Added 63.78%
$0
$447,000 0.24% of portfolio
4,060
Q4 2025 Reduced 15.8%
$0
$340,000 0.18% of portfolio
1,815
Q3 2025 Reduced 97.09%
$0
$271,000 0.15% of portfolio
2,704
Q4 2025 New
$0
$269,000 0.14% of portfolio
1,478
Q4 2025 Reduced 8.88%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $186 Million
  • Prior Value $180 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 27 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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