account_balance

Investment manager · 13F filer · SEC CIK 1966581

Lakewood Asset Management LLC

Reported value$194Mas of Sep 30, 2026
Positions110 7 new, 4 sold out
Top 10 weight43.5%FNDX alone is 7%
FiledOct 2626 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
FNDX Schwab Strategic Tr 7.0% Added +8%
VPLS Vanguard Malvern FDS 6.1% Added +13%
VT Vanguard Intl Equity Index F 5.5% Added +6%
BRK-B Berkshire Hathaway Inc 5.3% Added +2%
VBIL Vanguard Instl Index Fd 5.2% Added +9%
HPE Hewlett Packard Enterprise Co 3.6% Added +4%
DFAW Dimensional ETF Trust 3.0% Added +21%
EBAY eBay Inc 2.8% Added +7%WSM Williams Sonoma Inc 2.6% Added +5%COP ConocoPhillips 2.5% Added +5%
FNDF Schwab Strategic Tr 2.1% Added +5%
VTI Vanguard Index FDS 2.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Aug 6, 2026 filing
add_circleNew
arrow_upwardAdded
  • VCRM +30%
  • LULU +25%
  • DFAW +21%
  • DCOR +18%
arrow_downwardTrimmed
remove_circleSold out

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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