Lake Hills Wealth Management, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $173 Million distributed in 53 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 $32M, Ishares Russell 2000 ETF with a value of $17.2M, Invesco Qqq Trust, Series 1 with a value of $14.1M, Ishares Barclays 1 3 Year Trea with a value of $13M, and Select Sector Spdr Fund Health with a value of $12.2M.

Examining the 13F form we can see an increase of $25.1M in the current position value, from $148M to 173M.

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

Portfolio value $173 Million
ETFs: $157 Million
Technology: $7.29 Million
Consumer Cyclical: $2.5 Million
Industrials: $1.79 Million
Communication Services: $1.72 Million
Healthcare: $1.06 Million
Basic Materials: $912,000
Financial Services: $387,000
Other: $535,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $173 Million
  • Prior Value $148 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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