Lake Hills Wealth Management
Latest statistics and disclosures from Lake Hills Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHY, VOO, GLD, QQQ, SPLV, and represent 64.11% of Lake Hills Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SHY (+$30M), GLD (+$7.9M), SMH (+$6.6M), KWEB, SPLV, BIL, IBIT, ETHA, NVDA, BRK.B.
- Started 12 new stock positions in SMH, CRWV, ETHA, IBIT, BRK.B, ASML, KWEB, SPTS, DELL, BMNR. COIN, WMT.
- Reduced shares in these 10 stocks: IWM (-$17M), , RSP (-$12M), , SOXX (-$6.0M), SLV, SEZL, CCCS, OKTA, CMG.
- Sold out of its positions in APLD, CCCS, CMG, FSLR, FCX, GDDY, SOXX, IWM, INDA, KLAC. OKTA, OSCR, HOOD, SEZL, XLV, TRUP, ZETA.
- Lake Hills Wealth Management was a net buyer of stock by $3.6M.
- Lake Hills Wealth Management has $187M in assets under management (AUM), dropping by 7.22%.
- Central Index Key (CIK): 0001705594
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Portfolio Holdings for Lake Hills Wealth Management
Lake Hills Wealth Management holds 48 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 22.9 | $43M | +230% | 518k | 82.96 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 18.6 | $35M | 57k | 612.38 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 8.6 | $16M | +95% | 46k | 355.47 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.3 | $16M | 26k | 600.37 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 5.7 | $11M | +61% | 145k | 73.48 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 3.5 | $6.6M | NEW | 20k | 326.36 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 3.3 | $6.3M | +150% | 68k | 91.75 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 3.0 | $5.7M | +2% | 55k | 103.36 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 3.0 | $5.5M | +2% | 46k | 119.51 |
|
| Ishares Silver Tr Ishares (SLV) | 2.5 | $4.7M | -44% | 112k | 42.37 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 2.5 | $4.7M | 101k | 46.93 |
|
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 2.4 | $4.5M | NEW | 108k | 42.01 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.8 | $3.4M | NEW | 52k | 65.00 |
|
| Apple (AAPL) | 1.4 | $2.6M | -2% | 10k | 254.64 |
|
| Ishares Ethereum Tr SHS (ETHA) | 1.3 | $2.4M | NEW | 76k | 31.51 |
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 1.1 | $2.1M | +3% | 83k | 25.51 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $2.0M | +2% | 20k | 100.25 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $1.7M | +74% | 9.3k | 186.59 |
|
| Amazon (AMZN) | 0.9 | $1.7M | +21% | 7.8k | 219.57 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.0M | 1.5k | 669.30 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $930k | +4% | 1.3k | 734.48 |
|
| Purecycle Technologies (PCT) | 0.5 | $883k | 67k | 13.15 |
|
|
| Cintas Corporation (CTAS) | 0.5 | $855k | +5% | 4.2k | 205.26 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $607k | -33% | 3.4k | 178.73 |
|
| Natera (NTRA) | 0.3 | $596k | +11% | 3.7k | 160.97 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $551k | NEW | 1.1k | 502.74 |
|
| Wal-Mart Stores (WMT) | 0.3 | $549k | NEW | 5.3k | 103.06 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.3 | $533k | -19% | 4.8k | 110.49 |
|
| Coreweave Com Cl A (CRWV) | 0.3 | $523k | NEW | 3.8k | 136.85 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.2 | $451k | 7.9k | 56.85 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $446k | -42% | 1.8k | 243.10 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $434k | -2% | 7.4k | 58.85 |
|
| Snowflake Com Shs (SNOW) | 0.2 | $410k | -24% | 1.8k | 225.55 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $387k | +28% | 790.00 | 490.38 |
|
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.2 | $373k | NEW | 7.2k | 51.93 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $350k | 1.6k | 215.79 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $344k | -97% | 1.8k | 189.70 |
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| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 0.2 | $334k | NEW | 11k | 29.32 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $322k | NEW | 333.00 | 968.09 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.2 | $319k | 5.6k | 56.72 |
|
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| Ge Vernova (GEV) | 0.2 | $319k | 518.00 | 614.90 |
|
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| Dell Technologies CL C (DELL) | 0.2 | $304k | NEW | 2.1k | 141.77 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $298k | -50% | 3.5k | 84.31 |
|
| Coinbase Global Com Cl A (COIN) | 0.2 | $285k | NEW | 844.00 | 337.49 |
|
| Constellation Energy (CEG) | 0.1 | $268k | 814.00 | 329.07 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $246k | -59% | 1.5k | 161.83 |
|
| Netflix (NFLX) | 0.1 | $239k | 199.00 | 1198.92 |
|
|
| Rekor Systems (REKR) | 0.0 | $38k | -74% | 24k | 1.57 |
|
Past Filings by Lake Hills Wealth Management
SEC 13F filings are viewable for Lake Hills Wealth Management going back to 2021
- Lake Hills Wealth Management 2025 Q3 filed Oct. 14, 2025
- Lake Hills Wealth Management 2025 Q2 filed July 9, 2025
- Lake Hills Wealth Management 2025 Q1 filed April 11, 2025
- Lake Hills Wealth Management 2024 Q4 filed Jan. 17, 2025
- Lake Hills Wealth Management 2024 Q3 filed Oct. 11, 2024
- Lake Hills Wealth Management 2024 Q2 filed July 9, 2024
- Lake Hills Wealth Management 2024 Q1 filed April 5, 2024
- Lake Hills Wealth Management 2023 Q4 filed Jan. 23, 2024
- Lake Hills Wealth Management 2023 Q3 filed Oct. 16, 2023
- Lake Hills Wealth Management 2023 Q2 filed Aug. 4, 2023
- Lake Hills Wealth Management 2023 Q1 filed April 19, 2023
- Lake Hills Wealth Management 2022 Q4 filed Jan. 18, 2023
- Lake Hills Wealth Management 2022 Q3 filed Nov. 4, 2022
- Lake Hills Wealth Management 2022 Q2 filed July 25, 2022
- Lake Hills Wealth Management 2022 Q1 filed April 21, 2022
- Lake Hills Wealth Management 2021 Q4 filed Jan. 10, 2022