Lake Hills Wealth Management, LLC Portfolio Holdings

Lake Hills Wealth Management, LLC

  • $180 Million
  • Q3 2025

Lake Hills Wealth Management, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $180 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $43M, Vanguard Index Fds S&P 500 ETF with a value of $34.8M, Spdr Gold Trust with a value of $16.2M, Invesco Qqq Trust, Series 1 with a value of $15.5M, and Invesco ETF Tr Ii S&P 500 Low with a value of $10.6M.

Examining the 13F form we can see an increase of $6.96M in the current position value, from $173M to 180M.

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

Portfolio value $180 Million
ETFs: $166 Million
Technology: $6.32 Million
Consumer Cyclical: $2.31 Million
Industrials: $1.74 Million
Communication Services: $1.61 Million
Consumer Defensive: $866,000
Healthcare: $596,000
Financial Services: $551,000
Other: $565,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43 Million 23.83% of portfolio
517,739
Q3 2025 Added 230.18%
$0
$34.8 Million 19.3% of portfolio
56,790
Q3 2025 Added 0.81%
$127B
$16.2 Million 8.97% of portfolio
45,502
Q3 2025 Added 95.35%
$0
$15.5 Million 8.61% of portfolio
25,851
Q3 2025 Added 0.82%
$0
$10.6 Million 5.9% of portfolio
144,824
Q3 2025 Added 61.35%
$0
$6.61 Million 3.67% of portfolio
20,252
Q3 2025 New
$0
$6.26 Million 3.47% of portfolio
68,213
Q3 2025 Added 150.87%
$0
$5.71 Million 3.17% of portfolio
55,246
Q3 2025 Added 2.29%
$0
$5.55 Million 3.08% of portfolio
46,434
Q3 2025 Added 2.91%
$0
$4.74 Million 2.63% of portfolio
101,033
Q3 2025 Added 1.65%
$23.1B
$4.74 Million 2.63% of portfolio
111,951
Q3 2025 Reduced 44.81%
$0
$4.53 Million 2.51% of portfolio
107,763
Q3 2025 New
$4.35T
$2.6 Million 1.44% of portfolio
10,202
Q3 2025 Reduced 2.62%
$0
$2.11 Million 1.17% of portfolio
82,748
Q3 2025 Added 3.39%
$0
$1.96 Million 1.09% of portfolio
19,527
Q3 2025 Added 2.71%
$505B
$1.74 Million 0.96% of portfolio
9,317
Q3 2025 Added 74.67%
$0
$1.02 Million 0.56% of portfolio
1,520
Q1 2025 Reduced 34.4%
$1.46T
$929,000 0.52% of portfolio
1,266
Q3 2025 Added 4.46%
$1.85B
$882,000 0.49% of portfolio
67,148
Q3 2025 Added 1.32%
$18.6B
$854,000 0.47% of portfolio
4,164
Q3 2025 Added 5.15%
$451B
$606,000 0.34% of portfolio
3,395
Q3 2025 Reduced 33.25%
$19.3B
$596,000 0.33% of portfolio
3,705
Q3 2025 Added 11.53%
$621B
$551,000 0.31% of portfolio
1,096
Q3 2025 New
$0
$532,000 0.3% of portfolio
4,822
Q3 2025 Reduced 19.71%
$275B
$548,000 0.3% of portfolio
5,322
Q3 2025 New
$1.68T
$445,000 0.25% of portfolio
1,833
Q3 2025 Reduced 42.5%
$0
$450,000 0.25% of portfolio
7,930
Q2 2025 Reduced 0.31%
$0
$433,000 0.24% of portfolio
7,372
Q3 2025 Reduced 2.85%
$88B
$410,000 0.23% of portfolio
1,818
Q3 2025 Reduced 24.69%
$117B
$387,000 0.21% of portfolio
790
Q3 2025 Added 28.25%
$0
$344,000 0.19% of portfolio
1,815
Q3 2025 Reduced 97.09%
$421B
$322,000 0.18% of portfolio
333
Q3 2025 New
$0
$333,000 0.18% of portfolio
11,390
Q3 2025 New
$8.76B
$318,000 0.18% of portfolio
5,623
Q3 2025 Added 1.37%
$64.3B
$298,000 0.17% of portfolio
3,536
Q3 2025 Reduced 50.57%
$42B
$304,000 0.17% of portfolio
2,145
Q3 2025 New
$0
$295,000 0.16% of portfolio
1,622
Q1 2023 Reduced 22.5%
$48.7B
$284,000 0.16% of portfolio
844
Q3 2025 New
$123B
$267,000 0.15% of portfolio
814
Q3 2025 Added 1.24%
$413B
$245,000 0.14% of portfolio
1,517
Q3 2025 Reduced 59.21%
$498B
$238,000 0.13% of portfolio
199
Q2 2025 New
$133M
$37,000 0.02% of portfolio
24,063
Q3 2025 Reduced 74.63%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.97%
Bitmine Immersion Tecnologie
-
$0 0.0% of portfolio
-
Q3 2025 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Ishares Ethereum Tr
-
$0 0.0% of portfolio
-
Q3 2025 New
Coreweave Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $180 Million
  • Prior Value $173 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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