Lakeridge Wealth Management LLC Portfolio Holdings

Lakeridge Wealth Management LLC

  • $225 Billion
  • Q3 2025

Lakeridge Wealth Management LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $225 Billion distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity High Dividend ETF with a value of $18.9B, Sherwin Williams CO with a value of $12.8B, Ihares Core 1 5 Years Usd Bond with a value of $10.3B, First Tr Mid Cap Core Alphadex with a value of $9.15B, and American Centy ETF Tr Avantis with a value of $8.73B.

Examining the 13F form we can see an increase of $7.52B in the current position value, from $217B to 225B.

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 $225 Billion
ETFs: $146 Billion
Technology: $25.1 Billion
Basic Materials: $13 Billion
Financial Services: $8.03 Billion
Healthcare: $5.63 Billion
Industrials: $5.2 Billion
Consumer Cyclical: $5.04 Billion
Consumer Defensive: $4.96 Billion
Other: $7.69 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.9 Billion 8.39% of portfolio
338,756
Q3 2025 Added 0.85%
$89.4B
$12.8 Billion 5.68% of portfolio
36,913
Q3 2025 Reduced 0.26%
$0
$10.3 Billion 4.57% of portfolio
210,446
Q3 2025 Added 0.17%
$0
$9.15 Billion 4.07% of portfolio
72,986
Q3 2025 Reduced 8.45%
$0
$8.73 Billion 3.88% of portfolio
80,280
Q3 2025 Reduced 0.78%
$0
$7.89 Billion 3.51% of portfolio
70,826
Q3 2025 Reduced 40.53%
$0
$7.59 Billion 3.37% of portfolio
11,342
Q3 2025 Added 2.71%
$4.35T
$6.67 Billion 2.96% of portfolio
26,194
Q3 2025 Reduced 3.05%
$505B
$6.23 Billion 2.77% of portfolio
33,393
Q3 2025 Reduced 21.47%
$0
$6.01 Billion 2.67% of portfolio
76,148
Q3 2025 Reduced 0.9%
$3.86T
$5.94 Billion 2.64% of portfolio
11,474
Q3 2025 Reduced 8.52%
$0
$5.48 Billion 2.43% of portfolio
113,640
Q3 2025 Added 4.39%
$0
$4.97 Billion 2.21% of portfolio
97,406
Q3 2025 Added 35.81%
$0
$4.94 Billion 2.2% of portfolio
77,886
Q3 2025 Added 0.21%
$0
$4.92 Billion 2.19% of portfolio
65,510
Q3 2025 Added 9.98%
$0
$4.78 Billion 2.13% of portfolio
43,878
Q3 2025 Reduced 15.98%
$276B
$3.89 Billion 1.73% of portfolio
13,802
Q3 2025 Reduced 1.35%
$913B
$3.7 Billion 1.64% of portfolio
11,721
Q3 2025 Added 0.62%
$0
$3.41 Billion 1.51% of portfolio
17,395
Q3 2025 New
$0
$3.11 Billion 1.38% of portfolio
61,989
Q3 2025 Added 23.75%
$0
$2.95 Billion 1.31% of portfolio
76,555
Q3 2025 Reduced 0.38%
$0
$2.52 Billion 1.12% of portfolio
31,398
Q3 2025 Added 0.44%
$0
$1.91 Billion 0.85% of portfolio
41,842
Q3 2025 Added 1.71%
$0
$1.84 Billion 0.82% of portfolio
22,333
Q3 2025 Reduced 0.95%
$2.49T
$1.83 Billion 0.81% of portfolio
8,339
Q3 2025 Reduced 13.67%
$477B
$1.79 Billion 0.79% of portfolio
15,861
Q3 2025 Reduced 0.09%
$356B
$1.69 Billion 0.75% of portfolio
11,016
Q3 2025 Reduced 0.24%
$621B
$1.66 Billion 0.74% of portfolio
3,298
Q3 2025 Added 1.38%
$0
$1.61 Billion 0.71% of portfolio
2,412
Q3 2025 Added 1.13%
$0
$1.56 Billion 0.69% of portfolio
80,700
Q3 2025 Added 1.75%
$0
$1.48 Billion 0.66% of portfolio
33,791
Q3 2025 Reduced 2.48%
$0
$1.32 Billion 0.59% of portfolio
6,385
Q3 2025 Added 0.3%
$0
$1.23 Billion 0.55% of portfolio
10,211
Q3 2025 Reduced 0.02%
$820B
$1.23 Billion 0.55% of portfolio
1,610
Q3 2025 Reduced 0.31%
J P Morgan Exchange Traded F
-
$1.2 Billion 0.53% of portfolio
-
Q3 2025 Added 1.06%
$1.44T
$1.15 Billion 0.51% of portfolio
2,585
Q3 2025 Added 0.98%
$494B
$1.14 Billion 0.51% of portfolio
6,134
Q3 2025 Reduced 1.68%
$0
$1.09 Billion 0.49% of portfolio
23,865
Q2 2025 Reduced 0.09%
$0
$1.06 Billion 0.47% of portfolio
16,217
Q3 2025 Added 1.71%
$132B
$999 Million 0.44% of portfolio
2,345
Q3 2025 Reduced 0.04%
$0
$939 Million 0.42% of portfolio
18,540
Q3 2025 Added 7.48%
$83.3B
$953 Million 0.42% of portfolio
4,953
Q3 2025 Reduced 7.94%
$0
$946 Million 0.42% of portfolio
6,659
Q3 2025 Reduced 4.31%
$0
$933 Million 0.41% of portfolio
23,992
Q2 2025 Added 12.63%
$305B
$840 Million 0.37% of portfolio
1,761
Q3 2025 Reduced 0.56%
$1.72T
$836 Million 0.37% of portfolio
3,434
Q3 2025 Added 0.76%
$207B
$782 Million 0.35% of portfolio
5,261
Q3 2025 Reduced 20.96%
$0
$788 Million 0.35% of portfolio
1,286
Q3 2025 Added 3.88%
$275B
$769 Million 0.34% of portfolio
7,463
Q3 2025 Reduced 3.04%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $225 Billion
  • Prior Value $217 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email