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Lake Street Financial

Latest statistics and disclosures from Lake Street Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTV, NVDA, AAPL, VUG, QQQ, and represent 24.94% of Lake Street Private Wealth's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$5.5M), VTI, GSY, VO, PSQO, PYLD, VTV, VOO, SCHB, NFLX.
Started 14 new stock positions in GEHC, LPTH, ETHA, VCSH, SLV, VTWO, SCHB, FITB, VO, IONQ. XLU, MCK, BABA, PM.
Reduced shares in these 10 stocks: RSP, PHD, EOG, VST, UNH, TJUL, AMD, RBLX, JEPI, AVAV.
Sold out of its positions in ATIPW, AVAV, OKLO, WRB, EVLV, TJUL, MSTR, OXY, PHD, RBLX. NOW, TLRY, ZTS.
Lake Street Private Wealth was a net buyer of stock by $40M.
Lake Street Private Wealth has $818M in assets under management (AUM), dropping by 5.38%.
Central Index Key (CIK): 0001772031

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Portfolio Holdings for Lake Street Private Wealth

Lake Street Private Wealth holds 278 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	5.9	$48M	+4%	252k	190.99	View chart
NVIDIA Corporation (NVDA)	5.7	$47M	+2%	249k	186.50	View chart
Apple (AAPL)	5.7	$46M	+13%	170k	271.86	View chart
Vanguard Index Fds Growth Etf (VUG)	4.7	$39M	+2%	79k	487.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.0	$24M	+2%	40k	614.33	View chart
Microsoft Corporation (MSFT)	2.6	$21M		44k	483.62	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	2.1	$17M		406k	42.49	View chart
Amazon (AMZN)	2.0	$17M	+6%	72k	230.82	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	1.9	$16M	+9%	260k	59.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$13M	+4%	42k	313.00	View chart
Palmer Square Funds Trust Cr Opportunities (PSQO)	1.5	$13M	+23%	612k	20.62	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$12M		39k	313.80	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.4	$12M	+10%	101k	113.72	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.4	$11M	+23%	419k	26.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.3	$11M	+5%	163k	66.00	View chart
JPMorgan Chase & Co. (JPM)	1.2	$10M	-2%	31k	322.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$10M	+23%	16k	627.16	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.2	$9.9M	+10%	70k	141.17	View chart
Palantir Technologies Cl A (PLTR)	1.2	$9.8M		55k	177.75	View chart
Meta Platforms Cl A (META)	1.2	$9.4M		14k	660.07	View chart
Goldman Sachs (GS)	1.2	$9.4M		11k	879.04	View chart
Broadcom (AVGO)	1.0	$8.4M	-2%	24k	346.09	View chart
Abbvie (ABBV)	1.0	$8.3M		36k	228.49	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.0	$8.3M	+50%	165k	50.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$7.9M	+4%	16k	502.65	View chart
Costco Wholesale Corporation (COST)	0.9	$7.6M	+3%	8.8k	862.33	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.9	$7.5M		16k	468.76	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.9	$7.1M	+3%	155k	45.88	View chart
Eli Lilly & Co. (LLY)	0.9	$7.0M		6.5k	1074.68	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$6.8M	-4%	119k	57.24	View chart
Blackstone Group Inc Com Cl A (BX)	0.8	$6.8M	+4%	44k	154.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$6.8M		9.9k	684.96	View chart
Snowflake Com Shs (SNOW)	0.8	$6.7M		31k	219.36	View chart
Uber Technologies (UBER)	0.8	$6.7M	+3%	82k	81.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$6.5M	-37%	34k	191.56	View chart
Cohen & Steers Quality Income Realty (RQI)	0.8	$6.4M	+18%	562k	11.42	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.8	$6.4M	+10%	52k	123.31	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.8	$6.2M	+3%	74k	83.61	View chart
Hims & Hers Health Com Cl A (HIMS)	0.7	$6.1M	+8%	188k	32.47	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.7	$6.0M	+2%	9.9k	605.01	View chart
Ishares Msci Japan Etf (EWJ)	0.7	$5.8M	+6%	72k	80.74	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.7	$5.6M	+23%	58k	96.28	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.7	$5.6M		63k	88.09	View chart
Axon Enterprise (AXON)	0.7	$5.5M	+3%	9.7k	567.93	View chart
Ishares Tr Msci China Etf (MCHI)	0.7	$5.5M	+7%	91k	60.07	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$5.5M	+6%	81k	67.22	View chart
Ishares Tr Msci India Etf (INDA)	0.7	$5.4M		101k	54.05	View chart
Northrop Grumman Corporation (NOC)	0.7	$5.3M	+2%	9.3k	570.19	View chart
Verizon Communications (VZ)	0.6	$5.3M		130k	40.73	View chart
Allstate Corporation (ALL)	0.6	$5.2M	+2%	25k	208.15	View chart
Visa Com Cl A (V)	0.6	$4.8M		14k	350.70	View chart
FedEx Corporation (FDX)	0.6	$4.8M	+4%	17k	288.86	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$4.7M		81k	58.12	View chart
UnitedHealth (UNH)	0.6	$4.7M	-18%	14k	330.12	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.6	$4.6M		90k	51.13	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.6	$4.5M	+9%	189k	24.06	View chart
Cheniere Energy Com New (LNG)	0.6	$4.5M	+4%	23k	194.39	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.5	$4.3M	+8%	145k	29.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$4.3M	+197%	13k	335.28	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.5	$4.1M	+6%	87k	47.02	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.5	$4.0M	+27%	314k	12.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$3.8M		38k	99.88	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.4	$3.6M		2.9k	1252.00	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.4	$3.6M		399k	8.90	View chart
Altria (MO)	0.4	$3.0M	+15%	51k	57.66	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.9M	+2%	4.2k	681.98	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$2.9M	+6%	157k	18.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.7M	NEW	9.2k	290.22	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$2.5M	+11%	23k	110.19	View chart
McDonald's Corporation (MCD)	0.3	$2.4M		8.0k	305.64	View chart
Palo Alto Networks (PANW)	0.3	$2.4M	-4%	13k	184.20	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$2.4M	+3%	52k	45.45	View chart
EOG Resources (EOG)	0.3	$2.3M	-42%	22k	105.01	View chart
Johnson & Johnson (JNJ)	0.3	$2.3M		11k	206.96	View chart
Vistra Energy (VST)	0.3	$2.3M	-36%	14k	161.33	View chart
Advanced Micro Devices (AMD)	0.3	$2.3M	-12%	11k	214.16	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.3	$2.1M	+143%	42k	50.72	View chart
Bank of America Corporation (BAC)	0.3	$2.1M		37k	55.00	View chart
Lam Research Corp Com New (LRCX)	0.2	$2.0M	-10%	12k	171.18	View chart
International Business Machines (IBM)	0.2	$2.0M		6.8k	296.23	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$2.0M		23k	87.16	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.2	$2.0M	+5%	71k	27.43	View chart
Wal-Mart Stores (WMT)	0.2	$1.9M	+9%	17k	111.41	View chart
NetApp (NTAP)	0.2	$1.9M		18k	107.09	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.9M		9.4k	199.68	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$1.9M	+39%	37k	50.59	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.8M	+14%	24k	73.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.8M	+290%	6.8k	257.96	View chart
Home Depot (HD)	0.2	$1.7M		5.0k	344.12	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$1.7M	+12%	23k	74.88	View chart
Tesla Motors (TSLA)	0.2	$1.7M	+23%	3.7k	449.72	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$1.6M	+11%	18k	92.80	View chart
Netflix (NFLX)	0.2	$1.6M	+952%	17k	93.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.6M	+2%	7.4k	219.77	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.6M	NEW	61k	26.23	View chart
Qualcomm (QCOM)	0.2	$1.6M	-4%	9.3k	171.06	View chart
Starwood Property Trust (STWD)	0.2	$1.6M	-7%	88k	18.01	View chart
Innovator Etfs Trust Equity Defi 2026 (AJAN)	0.2	$1.5M	-13%	55k	27.85	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$1.5M	+2%	31k	47.56	View chart
Chevron Corporation (CVX)	0.2	$1.4M	+2%	9.4k	152.41	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.2	$1.4M		67k	20.61	View chart
Cisco Systems (CSCO)	0.2	$1.3M	-2%	17k	77.03	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.3M	-2%	6.5k	198.63	View chart
Honeywell International (HON)	0.2	$1.3M	-5%	6.5k	195.08	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.2	$1.3M		66k	19.20	View chart
Medical Properties Trust (MPW)	0.2	$1.3M	-4%	253k	5.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.3M		23k	53.76	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.2M	-9%	5.9k	209.13	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.2M		20k	60.17	View chart
Automatic Data Processing (ADP)	0.1	$1.1M	+67%	4.4k	257.25	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$1.1M	+9%	16k	71.72	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$1.1M	+126%	9.8k	110.96	View chart
Blackrock (BLK)	0.1	$1.1M	-16%	1.0k	1070.06	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$1.1M	+382%	20k	54.07	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.1M		8.8k	120.34	View chart
Boeing Company (BA)	0.1	$1.1M	+31%	4.9k	217.12	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.0M	+152%	21k	49.65	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$974k	+3%	25k	38.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$929k		15k	62.47	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$914k		1.2k	753.77	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$912k	+13%	4.2k	214.71	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$907k	+2%	20k	44.37	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$906k		8.0k	113.82	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$883k	-5%	5.5k	160.97	View chart
Teradyne (TER)	0.1	$877k	-8%	4.5k	193.56	View chart
Deere & Company (DE)	0.1	$861k	+16%	1.8k	465.63	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.1	$858k		13k	67.67	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$855k		6.1k	139.16	View chart
3M Company (MMM)	0.1	$832k	-3%	5.2k	160.10	View chart
TJX Companies (TJX)	0.1	$831k	+2%	5.4k	153.61	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$831k		21k	40.35	View chart
Intel Corporation (INTC)	0.1	$816k	-2%	22k	36.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$794k		3.7k	211.77	View chart
Glacier Ban (GBCI)	0.1	$780k		18k	44.05	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$768k	+46%	31k	24.82	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$765k	+19%	16k	47.35	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$756k		3.7k	206.52	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$752k	NEW	7.6k	99.52	View chart
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)	0.1	$751k		15k	50.12	View chart
Procter & Gamble Company (PG)	0.1	$722k	-2%	5.0k	143.30	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.1	$715k		15k	48.75	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$709k	+4%	10k	70.99	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$704k	-2%	4.5k	154.81	View chart
Omega Healthcare Investors (OHI)	0.1	$701k		16k	44.34	View chart
Coca-Cola Company (KO)	0.1	$678k	+3%	9.7k	69.91	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$677k		41k	16.49	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$644k		9.3k	69.47	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$644k	-21%	5.9k	109.31	View chart
Williams Companies (WMB)	0.1	$639k		11k	60.11	View chart
Welltower Inc Com reit (WELL)	0.1	$639k		3.4k	185.59	View chart
American Express Company (AXP)	0.1	$631k		1.7k	369.95	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$629k	+28%	13k	49.00	View chart
Mastercard Incorporated Cl A (MA)	0.1	$608k		1.1k	570.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$604k		18k	34.26	View chart
Abbott Laboratories (ABT)	0.1	$603k		4.8k	125.29	View chart
Kinder Morgan (KMI)	0.1	$600k		22k	27.49	View chart
Target Corporation (TGT)	0.1	$592k	+3%	6.1k	97.75	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$590k		11k	54.77	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.1	$585k		8.0k	73.30	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$579k	-6%	541.00	1069.95	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$574k	-5%	7.1k	81.17	View chart
Lockheed Martin Corporation (LMT)	0.1	$568k		1.2k	483.79	View chart
Oracle Corporation (ORCL)	0.1	$551k	+19%	2.8k	194.93	View chart
Ventas (VTR)	0.1	$549k	-2%	7.1k	77.38	View chart
Merck & Co (MRK)	0.1	$548k	+2%	5.2k	105.26	View chart
Constellation Energy (CEG)	0.1	$547k		1.5k	353.30	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$543k	+23%	12k	44.50	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$538k		7.9k	68.15	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$530k	+33%	12k	43.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$526k	+29%	6.3k	83.75	View chart
Nextera Energy (NEE)	0.1	$516k		6.4k	80.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$514k		4.2k	123.27	View chart
Eaton Corp SHS (ETN)	0.1	$501k	+3%	1.6k	318.51	View chart
Raytheon Technologies Corp (RTX)	0.1	$498k		2.7k	183.41	View chart
O'reilly Automotive (ORLY)	0.1	$492k		5.4k	91.21	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$489k	+3%	6.3k	77.53	View chart
Cummins (CMI)	0.1	$488k		956.00	510.45	View chart
Emerson Electric (EMR)	0.1	$485k		3.7k	132.71	View chart
Pepsi (PEP)	0.1	$480k	-2%	3.3k	143.54	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$476k		2.3k	210.38	View chart
Wingstop (WING)	0.1	$476k	+81%	2.0k	238.49	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$471k	+96%	3.9k	119.41	View chart
Ishares Tr Global Equity (GLOF)	0.1	$469k	-9%	8.9k	52.78	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$467k		4.8k	96.27	View chart
Adobe Systems Incorporated (ADBE)	0.1	$466k	+4%	1.3k	349.99	View chart
Hca Holdings (HCA)	0.1	$464k		994.00	466.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$444k		5.0k	89.45	View chart
Parker-Hannifin Corporation (PH)	0.1	$439k		499.00	879.66	View chart
Duke Energy Corp Com New (DUK)	0.1	$438k	+3%	3.7k	117.21	View chart
Paylocity Holding Corporation (PCTY)	0.1	$435k		2.9k	152.50	View chart
Synchrony Financial (SYF)	0.1	$434k		5.2k	83.43	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$431k		4.3k	99.94	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$429k		2.4k	177.38	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$424k	+48%	2.7k	155.12	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$413k		1.5k	279.23	View chart
Vanguard World Industrial Etf (VIS)	0.0	$407k	+2%	1.4k	298.49	View chart
Lululemon Athletica (LULU)	0.0	$401k		1.9k	207.81	View chart
Zscaler Incorporated (ZS)	0.0	$394k	-10%	1.8k	224.92	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$378k	+3%	13k	30.20	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$371k	NEW	5.8k	64.42	View chart
First Industrial Realty Trust (FR)	0.0	$367k		6.4k	57.27	View chart
Digital Realty Trust (DLR)	0.0	$361k		2.3k	154.71	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.0	$361k	+17%	4.5k	80.28	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$359k		1.4k	258.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$348k	+9%	13k	27.43	View chart
Starbucks Corporation (SBUX)	0.0	$346k	-3%	4.1k	84.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$340k	-9%	1.4k	246.16	View chart
Amgen (AMGN)	0.0	$336k		1.0k	327.31	View chart
D.R. Horton (DHI)	0.0	$333k		2.3k	144.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$327k		692.00	472.97	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.0	$326k	+14%	4.4k	73.34	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$326k		3.6k	91.41	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$325k	+50%	7.3k	44.71	View chart
CSX Corporation (CSX)	0.0	$316k		8.7k	36.25	View chart
General Dynamics Corporation (GD)	0.0	$315k	-24%	935.00	336.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$314k		2.1k	148.69	View chart
Union Pacific Corporation (UNP)	0.0	$314k		1.4k	231.32	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$311k	-3%	3.0k	104.07	View chart
Coreweave Com Cl A (CRWV)	0.0	$310k	+6%	4.3k	71.61	View chart
ConocoPhillips (COP)	0.0	$304k	+5%	3.3k	93.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$297k		2.1k	143.54	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$297k	+7%	5.9k	49.99	View chart
Texas Instruments Incorporated (TXN)	0.0	$297k	-10%	1.7k	173.50	View chart
Walt Disney Company (DIS)	0.0	$293k	+5%	2.6k	113.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$293k	-14%	738.00	396.31	View chart
Intuitive Surgical Com New (ISRG)	0.0	$292k		516.00	566.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$286k		3.0k	96.04	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.0	$285k	-8%	10k	28.06	View chart
Principal Financial (PFG)	0.0	$285k		3.2k	88.21	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$279k	+2%	2.9k	95.10	View chart
Dollar General (DG)	0.0	$273k		2.1k	132.77	View chart
Arista Networks Com Shs (ANET)	0.0	$267k	+21%	2.0k	131.03	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$265k	NEW	12k	22.43	View chart
Cintas Corporation (CTAS)	0.0	$265k	+10%	1.4k	188.03	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$261k	NEW	3.3k	79.72	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$255k	NEW	6.0k	42.69	View chart
Amphenol Corp Cl A (APH)	0.0	$254k		1.9k	135.12	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$254k	-4%	3.2k	80.37	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$253k	-4%	1.5k	165.81	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$249k	+8%	1.2k	211.21	View chart
Thermo Fisher Scientific (TMO)	0.0	$248k		428.00	579.45	View chart
Packaging Corporation of America (PKG)	0.0	$244k		1.2k	206.23	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$242k		2.1k	117.71	View chart
Lowe's Companies (LOW)	0.0	$242k	-18%	1.0k	241.20	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$239k		1.0k	230.21	View chart
Tidal Trust I Unusual Subversi (NANC)	0.0	$239k		5.2k	45.64	View chart
United Rentals (URI)	0.0	$238k		294.00	809.32	View chart
Boston Scientific Corporation (BSX)	0.0	$237k		2.5k	95.35	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$232k		5.0k	46.29	View chart
Monster Beverage Corp (MNST)	0.0	$230k		3.0k	76.67	View chart
Progressive Corporation (PGR)	0.0	$229k	+3%	1.0k	227.83	View chart
S&p Global (SPGI)	0.0	$226k		431.00	523.12	View chart
Metropcs Communications (TMUS)	0.0	$226k	-4%	1.1k	203.11	View chart
Applied Digital Corp Com New (APLD)	0.0	$225k	-21%	9.2k	24.52	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$224k		694.00	323.01	View chart
Hewlett Packard Enterprise (HPE)	0.0	$222k	+7%	9.2k	24.02	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.0	$222k	+7%	6.3k	35.35	View chart
Sofi Technologies (SOFI)	0.0	$219k	+4%	8.4k	26.18	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$217k	NEW	2.6k	82.02	View chart
Nebius Group Shs Class A (NBIS)	0.0	$215k	+13%	2.6k	83.70	View chart
Simon Property (SPG)	0.0	$212k	+2%	1.1k	185.06	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$211k		2.2k	95.20	View chart
Quanta Services (PWR)	0.0	$211k		500.00	422.06	View chart
Ionq Inc Pipe (IONQ)	0.0	$211k	NEW	4.7k	44.87	View chart
Ge Aerospace Com New (GE)	0.0	$211k	-2%	684.00	307.90	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$208k		2.3k	91.37	View chart
McKesson Corporation (MCK)	0.0	$206k	NEW	251.00	820.29	View chart
Fifth Third Ban (FITB)	0.0	$205k	NEW	4.4k	46.81	View chart
Caterpillar (CAT)	0.0	$204k	-36%	357.00	572.09	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$203k		1.2k	173.53	View chart
Pfizer (PFE)	0.0	$169k	-20%	6.8k	24.90	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$164k	NEW	1.1k	146.58	View chart
Rxsight (RXST)	0.0	$148k		14k	10.42	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$144k	+18%	13k	11.46	View chart
Philip Morris International (PM)	0.0	$142k	NEW	887.00	160.40	View chart
Lightpath Technologies Com Cl A (LPTH)	0.0	$108k	NEW	10k	10.80	View chart
Canopy Growth Corp Com New (CGC)	0.0	$103k	+16%	90k	1.14	View chart

Past Filings by Lake Street Private Wealth

SEC 13F filings are viewable for Lake Street Private Wealth going back to 2019

Lake Street Private Wealth 2025 Q4 filed Jan. 7, 2026
Lake Street Private Wealth 2025 Q3 filed Nov. 10, 2025
Lake Street Private Wealth 2025 Q2 filed Aug. 11, 2025
Lake Street Private Wealth 2025 Q1 filed April 10, 2025
Lake Street Private Wealth 2024 Q4 filed Jan. 15, 2025
Lake Street Private Wealth 2024 Q3 filed Oct. 22, 2024
Lake Street Private Wealth 2024 Q2 filed July 12, 2024
Lake Street Private Wealth 2024 Q1 filed April 19, 2024
Lake Street Financial 2023 Q4 filed Jan. 10, 2024
Lake Street Financial 2023 Q3 filed Oct. 20, 2023
Lake Street Financial 2023 Q2 filed July 18, 2023
Lake Street Financial 2023 Q1 filed April 17, 2023
Lake Street Financial 2022 Q4 filed Jan. 25, 2023
Lake Street Financial 2022 Q3 filed Oct. 21, 2022
Lake Street Financial 2022 Q2 filed July 12, 2022
Lake Street Financial 2022 Q1 restated filed May 9, 2022

View all past filings

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