Lakeridge Wealth Management LLC Portfolio Holdings

Lakeridge Wealth Management LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $220 Billion distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity High Dividend ETF with a value of $19.4B, Sherwin Williams CO with a value of $11.8B, Ihares Core 1 5 Years Usd Bond with a value of $10.3B, American Centy ETF Tr Avantis with a value of $8.42B, and Ishares Core S&P 500 ETF with a value of $7.78B.

Examining the 13F form we can see an decrease of $4.99B in the current position value, from $225B to 220B.

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.