Lakeridge Wealth Management LLC - Q12026 Holdings

Lakeridge Wealth Management LLC holds 169 stocks with a total portfolio value of $ 232.59M as of Q12026. In Q12026, Lakeridge Wealth Management LLC added 15 new positions, increased stakes in 89 stocks, reduced 47 holdings, and fully exited 2 positions. The largest holding is Fidelity Covington Trust (FDVV), representing 8.50% of the total portfolio.