Lake Hills Wealth Management, LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 217,678
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 62 | 217,678 | 13F-HR | Lake Hills Wealth Management, LLC |
| Q2 2026 | 7/7/2026 | 62 | 220,035 | 13F-HR | Lake Hills Wealth Management, LLC |
| Q1 2026 | 4/10/2026 | 62 | 178,809 | 13F-HR | Lake Hills Wealth Management, LLC |
| Q4 2025 | 1/7/2026 | 58 | 191,631 | 13F-HR | Lake Hills Wealth Management, LLC |
| Q3 2025 | 10/14/2025 | 48 | 187,293 | 13F-HR | Lake Hills Wealth Management, LLC |
| Q2 2025 | 7/9/2025 | 53 | 174,682 | 13F-HR | Lake Hills Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 29.33 K | 13.5% | 2.686 K | 0 | 2.686 K |
| ETFs | 183.3 K | 84.2% | 0 | 4.886 K | -4.886 K |
| Debt | 5.091 K | 2.3% | 0 | 156 | -156 |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
217,678
Holdings
62
QoQ value change ($000)
-2,357
(-1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.