Lake Street Financial LLC - Q42025 Holdings

Lake Street Financial LLC holds 278 stocks with a total portfolio value of $ 817.46M as of Q42025. In Q42025, Lake Street Financial LLC added 14 new positions, increased stakes in 157 stocks, reduced 89 holdings, and fully exited 13 positions. The largest holding is Vanguard Index Fds (VTV), representing 5.89% of the total portfolio.