Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, QQQ, and represent 23.67% of Lake Street Private Wealth's stock portfolio.
Added to shares of these 10 stocks: VUG (+$35M), AVGO, MU, CRWV, VO, HYT, VGT, GLW, JUSA, VOO.
Started 20 new stock positions in PGR, ROST, GSEW, UVIX, IXUS, IONQ, JUSA, IWV, ISRG, VPU. EMXC, FTNT, GLW, COHR, XLP, MU, HPE, PNC, RKLB, GE.
Reduced shares in these 10 stocks: ALL (-$5.8M), , Honeywell International, FMB, PSQO, HIMS, AAPL, AMD, PYLD, NVDA.
Sold out of its positions in MO, OTF, Honeywell International, LMT, LOW, MCK, PFE, PSX, PIPR, SCO. SBET, SPG, TMUS, VEU, AZN.
Lake Street Private Wealth was a net buyer of stock by $36M.
Lake Street Private Wealth has $874M in assets under management (AUM), dropping by 11.32%.
Central Index Key (CIK): 0001772031

Tip: Access up to 7 years of quarterly data

Positions held by Lake Street Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Lake Street Private Wealth

Lake Street Private Wealth holds 275 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	6.6	$58M		264k	217.93	View chart
Apple (AAPL)	5.1	$45M	-2%	155k	289.36	View chart
NVIDIA Corporation (NVDA)	4.9	$43M		215k	200.09	View chart
Vanguard Index Fds Growth Etf (VUG)	4.8	$42M	+498%	485k	86.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.3	$20M		27k	736.32	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	2.0	$18M		299k	59.73	View chart
Amazon (AMZN)	1.9	$17M		71k	238.34	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.8	$16M		409k	39.53	View chart
Microsoft Corporation (MSFT)	1.8	$16M		43k	373.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$15M		194k	77.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$14M		40k	357.37	View chart
Palmer Square Funds Tr Cr Oppor Etf (PSQO)	1.6	$14M	-7%	669k	20.67	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.5	$13M		17k	763.14	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$13M		36k	353.34	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.4	$12M		69k	178.59	View chart
Broadcom (AVGO)	1.4	$12M	+42%	32k	377.75	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.4	$12M	-5%	446k	26.52	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$12M		143k	82.84	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.3	$12M		86k	136.68	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.3	$11M	+6%	225k	50.15	View chart
Goldman Sachs (GS)	1.3	$11M		11k	1011.41	View chart
Ishares Msci Japan Etf (EWJ)	1.2	$11M		115k	93.27	View chart
UnitedHealth (UNH)	1.2	$10M		25k	415.63	View chart
JPMorgan Chase & Co. (JPM)	1.1	$9.6M	-3%	29k	327.33	View chart
Snowflake Com Shs (SNOW)	1.0	$9.1M		36k	254.50	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.0	$9.0M	+2%	94k	96.44	View chart
Abbvie (ABBV)	1.0	$8.6M		34k	251.64	View chart
Ishares Tr Msci China Etf (MCHI)	1.0	$8.5M	-3%	166k	51.02	View chart
Meta Platforms Cl A (META)	0.9	$7.7M		14k	563.32	View chart
Costco Wholesale Corporation (COST)	0.9	$7.5M		8.0k	935.56	View chart
Cohen & Steers Quality Income Realty (RQI)	0.9	$7.4M	+3%	604k	12.31	View chart
Eli Lilly & Co. (LLY)	0.8	$7.3M		6.1k	1199.57	View chart
Chevron Corporation (CVX)	0.8	$7.2M		44k	165.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$7.1M	-3%	9.5k	748.95	View chart
Ishares Msci Sth Kor Etf (EWY)	0.8	$7.1M	+2%	35k	201.89	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.8	$7.0M		157k	44.75	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.8	$6.9M		78k	88.54	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.8	$6.9M	-5%	51k	134.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$6.7M	+13%	9.8k	686.79	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$6.7M	-2%	118k	56.48	View chart
Palantir Technologies Cl A (PLTR)	0.7	$6.4M	-2%	55k	116.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$6.3M	-7%	30k	212.77	View chart
Hims & Hers Health Com Cl A (HIMS)	0.7	$6.1M	-13%	177k	34.67	View chart
Uber Technologies (UBER)	0.7	$6.1M		84k	72.16	View chart
Blackstone Group Inc Com Cl A (BX)	0.7	$5.8M	+3%	49k	117.67	View chart
Cheniere Energy Com New (LNG)	0.7	$5.7M	-2%	24k	239.01	View chart
Axon Enterprise (AXON)	0.6	$5.3M	+3%	9.5k	560.61	View chart
Boeing Company (BA)	0.6	$5.2M	+4%	24k	216.47	View chart
FedEx Corporation (FDX)	0.6	$5.2M		17k	313.13	View chart
Advanced Micro Devices (AMD)	0.6	$5.2M	-12%	8.9k	580.91	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.6	$5.1M	+10%	404k	12.68	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.6	$4.9M	-2%	143k	34.49	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.6	$4.9M	+36%	571k	8.56	View chart
Vistra Energy (VST)	0.5	$4.8M		30k	158.63	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.5	$4.8M	-3%	201k	23.91	View chart
Northrop Grumman Corporation (NOC)	0.5	$4.8M	-2%	9.4k	509.33	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$4.7M	-10%	76k	61.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$4.6M		12k	370.05	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.5	$4.5M		87k	51.85	View chart
Robinhood Mkts Com Cl A (HOOD)	0.5	$4.4M		44k	100.28	View chart
Lam Research Corp Com New (LRCX)	0.5	$4.4M	-8%	10k	433.33	View chart
Visa Com Cl A (V)	0.5	$4.2M		12k	343.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$4.1M	-2%	41k	98.99	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.5	$4.0M		9.0k	450.98	View chart
Palo Alto Networks (PANW)	0.5	$4.0M	-7%	12k	341.02	View chart
Micron Technology (MU)	0.4	$3.5M	NEW	3.0k	1154.30	View chart
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL)	0.4	$3.5M	-3%	2.8k	1254.50	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$3.2M	+2%	180k	17.88	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$3.2M		4.3k	746.82	View chart
Coreweave Com Cl A (CRWV)	0.3	$3.0M	+620%	31k	99.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.0M	+300%	37k	80.57	View chart
Intel Corporation (INTC)	0.3	$2.9M		21k	139.64	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$2.9M	-32%	57k	51.37	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$2.6M		53k	49.55	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$2.6M	-2%	24k	109.08	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.3	$2.5M	+12%	48k	50.74	View chart
Starwood Property Trust (STWD)	0.3	$2.4M	+42%	147k	16.38	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$2.4M	+16%	47k	50.57	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$2.3M		9.3k	252.23	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$2.2M		26k	86.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.2M	+3%	7.2k	303.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.1M		36k	59.69	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.2	$2.1M	+4%	76k	27.80	View chart
Bank of America Corporation (BAC)	0.2	$2.1M		37k	56.98	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.2	$2.1M	+21%	74k	28.05	View chart
McDonald's Corporation (MCD)	0.2	$1.9M	-5%	7.2k	270.33	View chart
International Business Machines (IBM)	0.2	$1.9M		6.8k	281.24	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.2	$1.9M	+18%	65k	29.27	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$1.9M		23k	82.49	View chart
Wal-Mart Stores (WMT)	0.2	$1.8M		16k	113.26	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.8M		61k	28.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.7M		7.3k	236.65	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.2	$1.7M	+13%	84k	20.56	View chart
Teradyne (TER)	0.2	$1.7M	-10%	3.5k	483.84	View chart
Tesla Motors (TSLA)	0.2	$1.7M	+9%	4.0k	420.60	View chart
Johnson & Johnson (JNJ)	0.2	$1.7M	-20%	6.5k	253.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.6M		23k	71.25	View chart
Arm Holdings Sponsored Ads (ARM)	0.2	$1.6M	-16%	4.5k	354.57	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.5M		6.2k	246.23	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.2	$1.4M		68k	20.80	View chart
NetApp (NTAP)	0.2	$1.4M		9.1k	154.76	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.3M	+3%	22k	62.20	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$1.3M	+11%	25k	53.50	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$1.3M		9.5k	137.54	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.3M	+867%	11k	119.52	View chart
Verizon Communications (VZ)	0.1	$1.3M	+12%	30k	42.34	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.2M	-10%	5.6k	219.44	View chart
Qualcomm (QCOM)	0.1	$1.2M	-4%	6.7k	184.82	View chart
Medical Properties Trust (MPT)	0.1	$1.2M	+2%	258k	4.62	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$1.2M	-24%	12k	98.59	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$1.2M	+4%	28k	41.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.2M	-3%	2.3k	500.39	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$1.1M	+6%	577.00	1989.44	View chart
Cisco Systems (CSCO)	0.1	$1.1M	-6%	9.8k	117.47	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.1M		8.4k	136.74	View chart
Home Depot (HD)	0.1	$1.1M	-16%	3.1k	352.78	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.1	$1.1M	+6%	8.7k	122.40	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.1	$1.1M	+11%	36k	29.34	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$1.1M		21k	50.61	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$1.0M	+13%	4.2k	247.89	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.0M	+8%	31k	33.29	View chart
Netflix (NFLX)	0.1	$1.0M		14k	71.40	View chart
Corning Incorporated (GLW)	0.1	$973k	NEW	3.8k	255.45	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$961k	+5%	22k	44.03	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$936k		6.2k	152.20	View chart
J P Morgan Exchange Traded F Us Research Enhn (JUSA)	0.1	$923k	NEW	14k	67.18	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$921k		3.8k	242.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$911k		3.8k	243.01	View chart
Blackrock (BLK)	0.1	$909k	-2%	945.00	962.32	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$900k	-25%	11k	79.42	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$897k	-29%	28k	31.86	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$872k	-4%	7.2k	121.43	View chart
Glacier Ban (GBCI)	0.1	$861k	-2%	17k	51.58	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.1	$810k		15k	55.23	View chart
Omega Healthcare Investors (OHI)	0.1	$765k		16k	47.68	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$763k		4.8k	158.69	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$763k	+34%	4.1k	185.23	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$751k	+21%	6.6k	114.18	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Williams Companies (WMB)	0.1	$746k	-3%	10k	74.35	View chart
Welltower Inc Com reit (WELL)	0.1	$731k		3.2k	226.97	View chart
Wingstop (WING)	0.1	$728k	+72%	4.2k	173.41	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$701k	+7%	15k	45.70	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$700k	-15%	15k	46.94	View chart
Target Corporation (TGT)	0.1	$699k	-10%	5.3k	130.61	View chart
Cummins (CMI)	0.1	$680k		954.00	713.26	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$663k	-11%	10k	63.89	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$662k	-10%	7.8k	85.46	View chart
Merck & Co (MRK)	0.1	$649k		5.1k	128.51	View chart
Eaton Corp SHS (ETN)	0.1	$648k	-2%	1.5k	426.12	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$634k	+7%	5.7k	110.33	View chart
3M Company (MMM)	0.1	$626k	-10%	3.9k	161.94	View chart
J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU)	0.1	$621k		8.0k	77.77	View chart
Kinder Morgan (KMI)	0.1	$619k	-2%	19k	31.97	View chart
Ventas (VTR)	0.1	$617k		7.0k	88.80	View chart
Bondbloxx Etf Trust Priva Cr Clo Etf (PCMM)	0.1	$613k	-12%	12k	49.88	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$613k		32k	19.12	View chart
Applied Materials (AMAT)	0.1	$611k	+12%	844.00	723.29	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.1	$599k	+247%	25k	24.47	View chart
American Express Company (AXP)	0.1	$595k	+4%	1.8k	338.25	View chart
Deere & Company (DE)	0.1	$593k		935.00	634.36	View chart
Automatic Data Processing (ADP)	0.1	$593k	-2%	2.6k	223.95	View chart
Nextera Energy (NEE)	0.1	$579k	+2%	6.6k	87.77	View chart
Nebius Group Shs Class A (NBIS)	0.1	$577k	-7%	2.1k	276.17	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$576k	NEW	6.0k	95.45	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$566k		4.1k	137.55	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$557k		10k	53.61	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$552k		2.3k	242.47	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.1	$547k	-40%	7.7k	71.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$529k		6.4k	82.65	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$528k	+25%	5.7k	91.95	View chart
Ishares Tr Global Equity (GLOF)	0.1	$527k	-5%	9.0k	58.81	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$523k		6.4k	82.28	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$522k	+62%	12k	45.34	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$518k	-2%	6.9k	75.52	View chart
TJX Companies (TJX)	0.1	$518k		3.4k	151.50	View chart
Vanguard World Industrial Etf (VIS)	0.1	$513k	+3%	1.4k	360.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$501k		5.2k	96.59	View chart
Emerson Electric (EMR)	0.1	$493k		3.4k	143.15	View chart
Raytheon Technologies Corp (RTX)	0.1	$490k	-4%	2.6k	189.76	View chart
Oracle Corporation (ORCL)	0.1	$484k	+10%	3.3k	146.55	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$478k		2.4k	197.60	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$477k		4.1k	117.29	View chart
Duke Energy Corp Com New (DUK)	0.1	$473k		3.7k	126.58	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$455k	+15%	38k	11.89	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$454k		1.5k	306.46	View chart
Parker-Hannifin Corporation (PH)	0.1	$453k	-7%	463.00	978.85	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$438k	-18%	2.3k	190.56	View chart
Lightpath Technologies Com Cl A (LPTH)	0.0	$437k	+33%	27k	16.35	View chart
Digital Realty Trust (DLR)	0.0	$430k	+2%	2.4k	179.58	View chart
Starbucks Corporation (SBUX)	0.0	$429k		4.2k	102.21	View chart
Tidal Trust I Unusual Subversi (NANC)	0.0	$426k	+61%	8.4k	50.61	View chart
CSX Corporation (CSX)	0.0	$412k		8.7k	47.53	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$401k	+7%	7.6k	53.12	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$397k	NEW	4.8k	83.08	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.0	$395k	-4%	4.5k	87.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$394k	-10%	1.3k	300.45	View chart
First Industrial Realty Trust (FR)	0.0	$393k		6.4k	61.31	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$391k	-3%	3.7k	107.15	View chart
Caterpillar (CAT)	0.0	$386k	+7%	362.00	1066.52	View chart
Hca Holdings (HCA)	0.0	$377k		967.00	390.01	View chart
Rocket Lab Corp (RKLB)	0.0	$377k	NEW	3.7k	101.65	View chart
O'reilly Automotive (ORLY)	0.0	$373k	-16%	4.1k	92.09	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.0	$367k		12k	30.61	View chart
Constellation Energy (CEG)	0.0	$365k	-3%	1.5k	248.37	View chart
Synchrony Financial (SYF)	0.0	$362k	-2%	4.8k	76.05	View chart
Quanta Services (PWR)	0.0	$360k		500.00	720.04	View chart
D.R. Horton (DHI)	0.0	$357k	-3%	2.2k	162.88	View chart
Procter & Gamble Company (PG)	0.0	$354k	-13%	2.4k	146.70	View chart
General Dynamics Corporation (GD)	0.0	$354k	+4%	998.00	354.39	View chart
Union Pacific Corporation (UNP)	0.0	$353k	-3%	1.3k	272.00	View chart
Amgen (AMGN)	0.0	$348k	-6%	960.00	362.12	View chart
Coca-Cola Company (KO)	0.0	$345k	-7%	4.2k	81.27	View chart
United Rentals (URI)	0.0	$340k		300.00	1132.89	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$336k		3.2k	103.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$328k		2.1k	158.10	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$328k	-5%	980.00	334.69	View chart
Amphenol Corp Cl A (APH)	0.0	$326k		1.8k	176.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$325k	+298%	2.6k	124.20	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$319k	+3%	6.0k	53.47	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$318k		1.4k	229.57	View chart
Sofi Technologies (SOFI)	0.0	$318k	+51%	18k	17.93	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$317k		2.0k	157.04	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$316k	+86%	5.6k	56.16	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$310k		3.0k	102.81	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$309k	-4%	2.9k	104.93	View chart
Hewlett Packard Enterprise (HPE)	0.0	$303k	NEW	6.7k	45.11	View chart
Arista Networks Com Shs (ANET)	0.0	$302k		1.8k	169.88	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$301k	-4%	3.1k	96.35	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$299k	+11%	1.3k	225.50	View chart
Paylocity Holding Corporation (PCTY)	0.0	$298k		2.9k	104.53	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.0	$298k	-44%	5.7k	52.65	View chart
Fortinet (FTNT)	0.0	$297k	NEW	1.9k	153.62	View chart
Monster Beverage Corp (MNST)	0.0	$288k		3.0k	96.12	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$287k	+10%	3.6k	79.04	View chart
Vanguard World Utilities Etf (VPU)	0.0	$284k	NEW	1.4k	195.79	View chart
Packaging Corporation of America (PKG)	0.0	$281k		1.2k	238.28	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$279k	+10%	5.5k	50.66	View chart
Allstate Corporation (ALL)	0.0	$276k	-95%	1.2k	237.94	View chart
Abbott Laboratories (ABT)	0.0	$276k	-43%	3.0k	90.74	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$275k		1.5k	182.28	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$273k		694.00	393.96	View chart
Principal Financial (PFG)	0.0	$272k	-3%	2.5k	107.78	View chart
Coherent Corp (COHR)	0.0	$272k	NEW	690.00	394.47	View chart
Ionq Inc Pipe (IONQ)	0.0	$272k	NEW	5.1k	53.26	View chart
Texas Instruments Incorporated (TXN)	0.0	$269k	-21%	902.00	298.07	View chart
Ge Aerospace Com New (GE)	0.0	$268k	NEW	718.00	373.80	View chart
Applied Digital Corp Com New (APLD)	0.0	$267k	-15%	7.2k	37.30	View chart
Fifth Third Ban (FITB)	0.0	$263k		4.7k	56.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$255k	+9%	692.00	368.38	View chart
Lululemon Athletica (LULU)	0.0	$254k	+8%	2.2k	114.18	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$247k		1.2k	211.95	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$247k	NEW	2.4k	101.92	View chart
Cintas Corporation (CTAS)	0.0	$240k		1.4k	170.17	View chart
Oklo Com Cl A (OKLO)	0.0	$239k	-6%	4.6k	52.33	View chart
Dollar General (DG)	0.0	$237k		2.1k	115.11	View chart
Intuitive Surgical Com New (ISRG)	0.0	$235k	NEW	591.00	397.68	View chart
Ross Stores (ROST)	0.0	$228k	NEW	1.1k	212.86	View chart
Zscaler Incorporated (ZS)	0.0	$228k	-15%	1.6k	141.15	View chart
Freeport Mcmoran CL B (FCX)	0.0	$220k		3.5k	62.89	View chart
Progressive Corporation (PGR)	0.0	$220k	NEW	1.0k	218.57	View chart
Walt Disney Company (DIS)	0.0	$220k	-8%	2.3k	96.25	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.0	$216k	NEW	2.3k	94.43	View chart
Prologis (PLD)	0.0	$215k		1.6k	135.52	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$213k	NEW	499.00	426.40	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$212k		2.2k	94.52	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$211k		2.3k	91.67	View chart
Thermo Fisher Scientific (TMO)	0.0	$208k	-3%	414.00	501.36	View chart
PNC Financial Services (PNC)	0.0	$207k	NEW	839.00	246.51	View chart
Exelon Corporation (EXC)	0.0	$206k		4.4k	46.62	View chart
Consolidated Edison (ED)	0.0	$205k		1.9k	110.63	View chart
Rxsight (RXST)	0.0	$147k		31k	4.82	View chart
Canopy Growth Corporation Com New (CGC)	0.0	$135k	+23%	142k	0.95	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$86k		15k	5.88	View chart
Vs Trust 2x Lo Vi Fu Et (UVIX)	0.0	$62k	NEW	20k	3.09	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 Q2 filed Aug. 10, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z