account_balance

Investment manager · 13F filer · SEC CIK 1705594

Lake Hills Wealth Management, LLC

Reported value$218Mas of Sep 30, 2026
Positions62 13 new, 13 sold out
Top 10 weight56.1%VOO alone is 11%
FiledOct 77 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 10.6% Held
GLD SPDR Gold Trust 7.6% Held
XBI SPDR Series Trust 7.4% Held
XLE Select Sector SPDR Tr 5.3% Added +2%
XLU Select Sector SPDR Tr 5.3% New
XLV Select Sector SPDR Tr 4.8% New
SHY iShares Tr 4.5% Trimmed −2%
SGOV iShares Tr 3.7% New
ILF iShares Tr 3.6% Added +22%
XLK Select Sector SPDR Tr 3.2% Trimmed −27%
SOXX iShares Tr 3.2% Trimmed −19%
FCG First Tr Exchange-Traded Fd 3.0% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 7, 2026, compared with the Jul 7, 2026 filing
add_circleNew
  • XLU $11.5M
  • XLV $10.4M
  • SGOV $8.12M
  • GDX $1.97M
arrow_upwardAdded
  • SLV +56%
  • SHV +38%
  • ILF +22%
  • MU +17%
arrow_downwardTrimmed
  • MRNA −50%
  • XLK −27%
  • SOXX −19%
  • FLOT −3%
remove_circleSold out
  • TAN $12.8M
  • EWY $11.1M
  • REMX $2.88M
  • CWB $2.6M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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