Lake Street Financial LLC - Q12026 Holdings

Lake Street Financial LLC holds 270 stocks with a total portfolio value of $ 785.43M as of Q12026. In Q12026, Lake Street Financial LLC added 20 new positions, increased stakes in 121 stocks, reduced 109 holdings, and fully exited 28 positions. The largest holding is Vanguard Index Fds (VTV), representing 6.54% of the total portfolio.