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Home > Institutional Investor > Lakeridge Wealth Management Llc > Profile

Instuitional Investor - Lakeridge Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Lakeridge Wealth Management Llc
Portfolio Value $232,593,938
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Covington Trust
 357,902 $19,770,514 8.5%
2.
Ishares Trust
 VLUE 245,216 $11,883,190 5.11%
3.
Sherwin Williams Co
 SHW 36,433 $11,678,718 5.02%
4.
American Centy Etf Tr - US EQT ETF
 82,839 $9,210,047 3.96%
5.
Ishares Trust
 IEF 11,478 $7,497,806 3.22%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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