account_balance
Investment manager · 13F filer · SEC CIK 2012028
Lakeridge Wealth Management LLC
Reported value$271Mas of Sep 30, 2026
Positions178 6 new, 16 sold out
Top 10 weight43.5%FELC alone is 10%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FELCFidelity Covington Trust
9.5%Added +26%
ISTBiShares Tr
5.6%
AVUSAmerican Centy ETF Tr
5.3%
SHWSherwin Williams Co
4.4%
FDVVFidelity Covington Trust
4.0%Trimmed −15%
IVViShares Tr
3.6%Added +8%
AAPLApple Inc.
3.2%Trimmed −4%
NVDANVIDIA Corp
2.9%Trimmed −22%
WCMIFirst Tr Exchange-Traded Fd
2.6%Added +31%
JMEEJ P Morgan Exchange Traded F
2.4%Added +9%
AVDEAmerican Centy ETF Tr
2.4%
MSFTMicrosoft Corp
2.2%−8%
FELCFidelity Covington Trust
9.5%Added +26%
ISTBiShares Tr
5.6%
AVUSAmerican Centy ETF Tr
5.3%
SHWSherwin Williams Co
4.4%
FDVVFidelity Covington Trust
4.0%−15%
IVViShares Tr
3.6%
AAPLApple Inc.
3.2%
NVDANVIDIA Corp
2.9%
WCMIFirst Tr Exchange-Traded Fd
2.6%
JMEE
AVDE
MSFTBoxes 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
FELC Fidelity Covington Trust 9.5% Added +26%
ISTB iShares Tr 5.6% Held
AVUS American Centy ETF Tr 5.3% Held
SHW Sherwin Williams Co 4.4% HeldFDVV Fidelity Covington Trust 4.0% Trimmed −15%
IVV iShares Tr 3.6% Added +8%
AAPL Apple Inc. 3.2% Trimmed −4%NVDA NVIDIA Corp 2.9% Trimmed −22%WCMI First Tr Exchange-Traded Fd 2.6% Added +31%
JMEE J P Morgan Exchange Traded F 2.4% Added +9%
AVDE American Centy ETF Tr 2.4% Held
MSFT Microsoft Corp 2.2% Trimmed −8%What changed
Biggest moves since Jun 30, 2026
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