Lake Hills Wealth Management, LLC Portfolio Holdings

Lake Hills Wealth Management, LLC

  • $173 Million
  • Q2 2025

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
$22B
$882,000 0.51% of portfolio
3,960
Q3 2024 Added 343.45%
$15.7B
$561,000 0.32% of portfolio
3,322
Q2 2025 Added 6.75%
$71B
$540,000 0.31% of portfolio
2,414
Q2 2025 New
$15.1B
$534,000 0.31% of portfolio
5,348
Q2 2025 New
$65.2B
$496,000 0.29% of portfolio
11,454
Q2 2025 Reduced 0.6%
$17.7B
$434,000 0.25% of portfolio
2,623
Q2 2025 New
$46.6B
$416,000 0.24% of portfolio
7,153
Q2 2025 New
$110B
$313,000 0.18% of portfolio
616
Q2 2025 New
$79B
$290,000 0.17% of portfolio
3,102
Q2 2025 New
$27.4B
$292,000 0.17% of portfolio
1,625
Q2 2025 New
$10.2B
$276,000 0.16% of portfolio
5,547
Q2 2025 New
$102B
$259,000 0.15% of portfolio
804
Q2 2025 New
$131B
$259,000 0.15% of portfolio
290
Q2 2025 New

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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