Lake Street Private Wealth
$874M 13F equity value
290 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lake Street Private Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 263,720 | $57M | 6.6% |
| AAPL | APPLE INC | 154,772 | $45M | 5.1% |
| NVDA | NVIDIA CORPORATION | 215,118 | $43M | 4.9% |
| VUG | VANGUARD INDEX FDS | 484,778 | $42M | 4.8% |
| QQQ | INVESCO QQQ TR | 26,985 | $20M | 2.3% |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 299,101 | $18M | 2.0% |
| AMZN | AMAZON COM INC | 71,409 | $17M | 1.9% |
| BAR | GRANITESHARES GOLD TR | 408,474 | $16M | 1.8% |
| MSFT | MICROSOFT CORP | 42,653 | $16M | 1.8% |
| IJH | ISHARES TR | 193,849 | $15M | 1.7% |
Track Lake Street Private Wealth's 13F portfolio: $874M in reported holdings, 290 positions. Top holdings and quarterly changes on SentiSense.
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