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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, AAPL, NVDA, VUG, BAR, and represent 23.39% of Lake Street Private Wealth's stock portfolio.
Added to shares of these 10 stocks: CVX (+$7.2M), MCHI, IEMG, EWY, BA, EWJ, EMB, HOOD, UNH, VST.
Started 20 new stock positions in EWY, AZN, OKLO, JMUB, ALLW, AMAT, PSX, ED, ACWI, SBET. SCO, PLD, PIPR, OTF, IALT, KWEB, HOOD, EXC, XLK, FCX.
Reduced shares in these 10 stocks: QQQ (-$7.4M), BRK.B (-$6.4M), , NVDA (-$5.4M), DLN (-$5.3M), VZ (-$5.2M), VOO, AAPL, EOG, IJS.
Sold out of its positions in ADBE, BABA, BSX, COP, EOG, ONEQ, FTGS, RDVY, FTLS, LMBS.
Lake Street Private Wealth was a net seller of stock by $-3.0M.
Lake Street Private Wealth has $785M in assets under management (AUM), dropping by -3.92%.
Central Index Key (CIK): 0001772031

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Portfolio Holdings for Lake Street Private Wealth

Lake Street Private Wealth holds 270 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	6.5	$51M	+3%	262k	196.18	View chart
Apple (AAPL)	5.1	$40M	-7%	158k	253.79	View chart
NVIDIA Corporation (NVDA)	4.8	$38M	-12%	218k	174.40	View chart
Vanguard Index Fds Growth Etf (VUG)	4.5	$35M	+2%	81k	436.70	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	2.4	$19M		408k	46.12	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	2.2	$18M	+13%	294k	59.78	View chart
Microsoft Corporation (MSFT)	2.0	$16M		43k	370.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$16M	-32%	27k	577.03	View chart
Amazon (AMZN)	1.9	$15M		72k	208.27	View chart
Palmer Square Funds Tr Cr Opportunities (PSQO)	1.9	$15M	+18%	725k	20.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$13M	+19%	194k	67.52	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.6	$12M	+12%	470k	26.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$12M		41k	287.56	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.3	$11M	+27%	210k	50.12	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$11M	-7%	37k	286.86	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.3	$10M	-15%	85k	118.44	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$9.9M	+74%	142k	69.75	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.3	$9.9M	-2%	68k	144.69	View chart
Ishares Tr Msci China Etf (MCHI)	1.2	$9.7M	+88%	172k	56.18	View chart
Ishares Msci Japan Etf (EWJ)	1.2	$9.6M	+57%	114k	84.44	View chart
Goldman Sachs (GS)	1.2	$9.2M		11k	845.98	View chart
Chevron Corporation (CVX)	1.2	$9.2M	+371%	44k	206.90	View chart
JPMorgan Chase & Co. (JPM)	1.1	$9.0M	-2%	31k	294.16	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.1	$8.6M	+57%	92k	93.93	View chart
Palantir Technologies Cl A (PLTR)	1.1	$8.3M	+2%	57k	146.28	View chart
Costco Wholesale Corporation (COST)	1.0	$8.1M	-6%	8.2k	996.47	View chart
Meta Platforms Cl A (META)	1.0	$7.9M	-3%	14k	572.12	View chart
Abbvie (ABBV)	1.0	$7.6M	-4%	35k	217.49	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.9	$7.2M	+2%	160k	44.80	View chart
Cohen & Steers Quality Income Realty (RQI)	0.9	$7.0M	+3%	584k	12.05	View chart
Cheniere Energy Com New (LNG)	0.9	$7.0M	+6%	25k	283.76	View chart
Broadcom (AVGO)	0.9	$6.9M	-9%	22k	309.51	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$6.8M		121k	56.68	View chart
UnitedHealth (UNH)	0.9	$6.7M	+74%	25k	270.59	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$6.6M	+6%	17k	390.41	View chart
Northrop Grumman Corporation (NOC)	0.8	$6.6M	+2%	9.6k	682.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$6.5M		9.9k	653.21	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.8	$6.3M	+3%	54k	117.18	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.8	$6.3M	+2%	76k	82.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$6.1M	-5%	32k	191.92	View chart
Uber Technologies (UBER)	0.8	$6.0M	+2%	84k	71.93	View chart
FedEx Corporation (FDX)	0.8	$6.0M		17k	356.18	View chart
Eli Lilly & Co. (LLY)	0.7	$5.6M	-6%	6.1k	919.82	View chart
Snowflake Com Shs (SNOW)	0.7	$5.4M	+16%	36k	150.82	View chart
Blackstone Group Inc Com Cl A (BX)	0.7	$5.4M	+7%	47k	114.99	View chart
Allstate Corporation (ALL)	0.7	$5.3M		26k	207.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$5.2M	-46%	8.6k	597.27	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.6	$5.1M		147k	34.57	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.6	$5.1M	+10%	209k	24.24	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$4.7M	+5%	85k	55.52	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.6	$4.7M	-9%	9.0k	522.71	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.6	$4.7M	+2%	89k	52.64	View chart
Vistra Energy (VST)	0.6	$4.6M	+114%	30k	150.33	View chart
Boeing Company (BA)	0.6	$4.6M	+373%	23k	199.03	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.6	$4.5M	+16%	367k	12.18	View chart
Hims & Hers Health Com Cl A (HIMS)	0.5	$4.3M	+9%	206k	20.76	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.5	$4.2M	-7%	84k	50.66	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$4.2M	+10%	42k	99.27	View chart
Ishares Msci Sth Kor Etf (EWY)	0.5	$4.2M	NEW	34k	123.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$3.9M	-3%	12k	320.82	View chart
Axon Enterprise (AXON)	0.5	$3.9M	-4%	9.2k	424.69	View chart
Altria (MO)	0.5	$3.8M	+10%	57k	65.99	View chart
Visa Com Cl A (V)	0.5	$3.7M	-8%	12k	302.24	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.5	$3.6M	+5%	420k	8.52	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.4	$3.4M		2.9k	1191.56	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$3.1M	+11%	175k	17.75	View chart
Robinhood Mkts Com Cl A (HOOD)	0.4	$3.0M	NEW	43k	69.30	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$2.8M	+2%	4.3k	650.41	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$2.7M	+8%	25k	108.98	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$2.6M		9.2k	287.18	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$2.4M		53k	46.23	View chart
McDonald's Corporation (MCD)	0.3	$2.4M	-4%	7.6k	310.79	View chart
Lam Research Corp Com New (LRCX)	0.3	$2.4M	-7%	11k	213.66	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$2.3M	+15%	26k	86.69	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.3	$2.2M	+3%	43k	50.55	View chart
Advanced Micro Devices (AMD)	0.3	$2.1M	-3%	10k	203.43	View chart
Wal-Mart Stores (WMT)	0.3	$2.1M	-3%	17k	124.28	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.3	$2.1M	+2%	73k	28.08	View chart
Palo Alto Networks (PANW)	0.3	$2.0M	-3%	13k	160.32	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$2.0M	+7%	40k	50.61	View chart
Johnson & Johnson (JNJ)	0.3	$2.0M	-25%	8.3k	244.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.9M	+50%	35k	54.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.8M	+2%	7.0k	261.93	View chart
Starwood Property Trust (STWD)	0.2	$1.8M	+17%	104k	17.22	View chart
Bank of America Corporation (BAC)	0.2	$1.8M	-2%	36k	48.75	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$1.7M		23k	75.74	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.7M		9.3k	181.42	View chart
Blackrock Etf Trust Ishares Systemat (IALT)	0.2	$1.7M	NEW	61k	27.27	View chart
International Business Machines (IBM)	0.2	$1.7M		6.8k	242.38	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.2	$1.6M	NEW	55k	28.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.6M		7.4k	215.05	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.5M		61k	25.10	View chart
Honeywell International (HON)	0.2	$1.5M	+3%	6.7k	226.04	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.2	$1.5M	+29%	40k	36.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.4M	+49%	22k	64.08	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.4M	-5%	8.4k	169.65	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.2	$1.4M		68k	20.51	View chart
Tesla Motors (TSLA)	0.2	$1.4M		3.6k	371.75	View chart
Verizon Communications (VZ)	0.2	$1.3M	-79%	27k	50.20	View chart
Netflix (NFLX)	0.2	$1.3M	-20%	14k	96.15	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$1.3M	-11%	16k	84.52	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.3M	+2%	21k	62.56	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.2	$1.3M	+12%	74k	17.12	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.3M	+3%	6.1k	205.80	View chart
Home Depot (HD)	0.2	$1.2M	-26%	3.7k	328.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.2M	-3%	6.3k	191.80	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$1.2M	+10%	22k	53.77	View chart
Teradyne (TER)	0.1	$1.2M	-13%	3.9k	296.46	View chart
Medical Properties Trust (MPT)	0.1	$1.2M		252k	4.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.1M	-84%	2.4k	479.20	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$1.1M	+5%	27k	42.44	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$1.1M	-2%	9.6k	114.83	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$1.1M	-2%	15k	71.75	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.1M	+35%	28k	38.42	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$1.0M	+4%	33k	31.01	View chart
Intel Corporation (INTC)	0.1	$940k	-3%	21k	44.13	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$932k		21k	44.87	View chart
NetApp (NTAP)	0.1	$930k	-49%	9.1k	102.39	View chart
Blackrock (BLK)	0.1	$930k	-5%	966.00	962.18	View chart
Qualcomm (QCOM)	0.1	$901k	-24%	7.0k	128.78	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.1	$898k	+2%	8.2k	109.77	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$897k		6.1k	145.93	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.1	$871k		15k	59.42	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$846k		21k	40.83	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.1	$843k		13k	65.27	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$831k	-10%	3.8k	218.74	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$830k	+8%	18k	47.08	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$818k	-8%	5.4k	151.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$815k		3.7k	217.26	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.1	$814k	-17%	10k	80.56	View chart
Cisco Systems (CSCO)	0.1	$813k	-39%	11k	77.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$785k	-7%	1.1k	698.01	View chart
Glacier Ban (GBCI)	0.1	$768k	-2%	17k	44.67	View chart
Williams Companies (WMB)	0.1	$759k		10k	72.78	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$757k		7.6k	100.17	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$740k		3.7k	200.82	View chart
Target Corporation (TGT)	0.1	$728k		6.0k	121.20	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$713k		540.00	1320.95	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$698k	+4%	4.8k	146.62	View chart
Omega Healthcare Investors (OHI)	0.1	$696k		16k	43.82	View chart
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)	0.1	$687k	-6%	14k	49.17	View chart
Kinder Morgan (KMI)	0.1	$662k	-9%	20k	33.53	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$642k	+17%	14k	44.85	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$642k		5.4k	118.62	View chart
3M Company (MMM)	0.1	$629k	-16%	4.3k	145.22	View chart
Welltower Inc Com reit (WELL)	0.1	$626k	-8%	3.2k	197.71	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$618k		7.0k	88.16	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$617k	-22%	32k	19.30	View chart
Merck & Co (MRK)	0.1	$612k	-2%	5.1k	120.28	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$608k	-8%	12k	52.03	View chart
Nextera Energy (NEE)	0.1	$594k		6.4k	92.88	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$591k	+10%	8.7k	67.92	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.1	$578k		8.0k	72.41	View chart
Ventas (VTR)	0.1	$577k		7.1k	81.78	View chart
Eaton Corp SHS (ETN)	0.1	$560k		1.6k	357.67	View chart
Abbott Laboratories (ABT)	0.1	$555k	+12%	5.4k	102.68	View chart
Automatic Data Processing (ADP)	0.1	$553k	-37%	2.7k	203.21	View chart
TJX Companies (TJX)	0.1	$546k	-36%	3.4k	159.70	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$526k	+181%	33k	15.83	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$525k		6.3k	82.75	View chart
Raytheon Technologies Corp (RTX)	0.1	$523k		2.7k	192.93	View chart
Deere & Company (DE)	0.1	$523k	-49%	928.00	563.30	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$521k	-2%	11k	49.37	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$518k	+9%	5.3k	97.24	View chart
Cummins (CMI)	0.1	$514k		956.00	538.04	View chart
American Express Company (AXP)	0.1	$508k		1.7k	302.48	View chart
Ishares Tr Global Equity (GLOF)	0.1	$495k	+6%	9.5k	52.12	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$495k	+11%	3.1k	161.75	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$495k		6.3k	78.41	View chart
Duke Energy Corp Com New (DUK)	0.1	$489k		3.7k	130.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$485k		2.3k	213.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$467k		4.1k	113.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$461k	+2%	5.1k	90.52	View chart
Hca Holdings (HCA)	0.1	$460k	-2%	972.00	473.35	View chart
Emerson Electric (EMR)	0.1	$455k	-4%	3.5k	131.02	View chart
O'reilly Automotive (ORLY)	0.1	$450k	-9%	4.9k	92.31	View chart
Parker-Hannifin Corporation (PH)	0.1	$447k		499.00	896.08	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$446k		2.4k	184.29	View chart
Oracle Corporation (ORCL)	0.1	$439k	+5%	3.0k	147.11	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$435k		4.0k	108.97	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$432k	-3%	7.0k	61.26	View chart
Vanguard World Industrial Etf (VIS)	0.1	$430k		1.4k	312.16	View chart
Constellation Energy (CEG)	0.1	$426k		1.5k	279.29	View chart
Digital Realty Trust (DLR)	0.1	$422k		2.3k	180.21	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$419k	+83%	3.8k	110.85	View chart
Procter & Gamble Company (PG)	0.1	$401k	-44%	2.8k	144.44	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$394k		5.8k	68.14	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.0	$390k		4.6k	85.64	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$381k		1.5k	257.29	View chart
Wingstop (WING)	0.0	$378k	+22%	2.4k	154.97	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$374k	NEW	2.8k	132.88	View chart
Starbucks Corporation (SBUX)	0.0	$373k		4.2k	89.59	View chart
First Industrial Realty Trust (FR)	0.0	$371k		6.4k	57.85	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$365k	+6%	1.5k	248.00	View chart
Amgen (AMGN)	0.0	$360k		1.0k	351.85	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.0	$359k	+17%	12k	30.15	View chart
CSX Corporation (CSX)	0.0	$351k		8.6k	41.05	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.0	$351k	+6%	4.7k	74.24	View chart
Coca-Cola Company (KO)	0.0	$349k	-52%	4.6k	76.04	View chart
Synchrony Financial (SYF)	0.0	$332k	-6%	4.9k	68.02	View chart
General Dynamics Corporation (GD)	0.0	$329k	+2%	957.00	343.38	View chart
Coreweave Com Cl A (CRWV)	0.0	$328k	-2%	4.2k	77.47	View chart
Union Pacific Corporation (UNP)	0.0	$327k		1.3k	242.62	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$325k	+18%	7.1k	45.89	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$320k		3.0k	106.00	View chart
Lululemon Athletica (LULU)	0.0	$314k	+6%	2.1k	153.10	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$314k	+8%	3.2k	97.14	View chart
D.R. Horton (DHI)	0.0	$312k		2.3k	137.22	View chart
Paylocity Holding Corporation (PCTY)	0.0	$308k		2.9k	108.04	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$307k		2.1k	148.09	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$300k		1.4k	216.58	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$290k	-94%	3.3k	88.91	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$284k		3.0k	95.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$280k	-5%	657.00	426.15	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$278k	NEW	2.0k	138.38	View chart
Quanta Services (PWR)	0.0	$275k		500.00	549.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$273k	-14%	634.00	430.29	View chart
Zscaler Incorporated (ZS)	0.0	$268k	+8%	1.9k	140.29	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$268k		1.2k	224.68	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$261k		3.3k	79.26	View chart
Applied Materials (AMAT)	0.0	$256k	NEW	750.00	341.92	View chart
Packaging Corporation of America (PKG)	0.0	$250k		1.2k	212.22	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$250k	NEW	5.0k	49.99	View chart
Proshares Tr Ii Ulsht Bloomb Oil (SCO)	0.0	$250k	NEW	30k	8.32	View chart
Dollar General (DG)	0.0	$244k		2.1k	118.73	View chart
Oklo Com Cl A (OKLO)	0.0	$244k	NEW	4.9k	49.59	View chart
Lockheed Martin Corporation (LMT)	0.0	$244k	-65%	403.00	604.39	View chart
Walt Disney Company (DIS)	0.0	$241k	-3%	2.5k	96.40	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$239k		1.5k	158.45	View chart
Caterpillar (CAT)	0.0	$238k	-5%	337.00	707.48	View chart
Cintas Corporation (CTAS)	0.0	$238k		1.4k	169.16	View chart
Principal Financial (PFG)	0.0	$237k	-18%	2.6k	90.11	View chart
Amphenol Corp Cl A (APH)	0.0	$234k		1.8k	126.36	View chart
Nebius Group Shs Class A (NBIS)	0.0	$234k	-12%	2.3k	103.76	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$231k	-2%	3.1k	75.09	View chart
Metropcs Communications (TMUS)	0.0	$229k		1.1k	209.96	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$228k		1.2k	195.98	View chart
Lowe's Companies (LOW)	0.0	$227k	-4%	959.00	236.37	View chart
Texas Instruments Incorporated (TXN)	0.0	$224k	-32%	1.2k	194.12	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$224k		1.0k	215.98	View chart
Arista Networks Com Shs (ANET)	0.0	$221k	-11%	1.8k	122.78	View chart
Tidal Trust I Unusual Subversi (NANC)	0.0	$221k		5.2k	42.20	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$218k		694.00	313.81	View chart
Monster Beverage Corp (MNST)	0.0	$217k		3.0k	72.46	View chart
Fifth Third Ban (FITB)	0.0	$217k	+6%	4.7k	46.46	View chart
Simon Property (SPG)	0.0	$217k		1.2k	186.58	View chart
Exelon Corporation (EXC)	0.0	$216k	NEW	4.4k	49.02	View chart
United Rentals (URI)	0.0	$216k		296.00	728.56	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$212k		2.2k	94.93	View chart
Thermo Fisher Scientific (TMO)	0.0	$211k		430.00	491.53	View chart
McKesson Corporation (MCK)	0.0	$210k	-3%	243.00	865.36	View chart
Phillips 66 (PSX)	0.0	$210k	NEW	1.2k	182.13	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$210k		2.3k	91.62	View chart
Prologis (PLD)	0.0	$210k	NEW	1.6k	132.15	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$207k	-88%	2.8k	75.10	View chart
Consolidated Edison (ED)	0.0	$206k	NEW	1.8k	113.18	View chart
Freeport Mcmoran CL B (FCX)	0.0	$206k	NEW	3.5k	58.78	View chart
Pfizer (PFE)	0.0	$204k	+6%	7.3k	28.08	View chart
Applied Digital Corp Com New (APLD)	0.0	$201k	-7%	8.5k	23.74	View chart
Lightpath Technologies Com Cl A (LPTH)	0.0	$201k	+100%	20k	10.03	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.0	$200k	NEW	7.0k	28.43	View chart
Rxsight (RXST)	0.0	$188k	+114%	31k	6.16	View chart
Sofi Technologies (SOFI)	0.0	$186k	+39%	12k	15.88	View chart
Canopy Growth Corporation Com New (CGC)	0.0	$109k	+27%	115k	0.95	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$73k	+16%	15k	4.96	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$40k	NEW	3.2k	12.39	View chart
Astrazeneca Ord (AZN)	0.0	$11k	NEW	56.00	197.21	View chart
Piper Sandler Companies Com New (PIPR)	0.0	$8.9k	NEW	116.00	76.55	View chart
Sharplink Com New (SBET)	0.0	$645.000000	NEW	100.00	6.45	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 2026 Q1 filed April 13, 2026
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

View all past filings

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