LAKE STREET PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 874,326
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 275 | 874,326 | 13F-HR | LAKE STREET PRIVATE WEALTH, LLC |
| Q1 2026 | 4/13/2026 | 270 | 785,426 | 13F-HR | LAKE STREET PRIVATE WEALTH, LLC |
| Q4 2025 | 1/7/2026 | 278 | 817,465 | 13F-HR | LAKE STREET PRIVATE WEALTH, LLC |
| Q3 2025 | 11/10/2025 | 277 | 775,728 | 13F-HR | LAKE STREET PRIVATE WEALTH, LLC |
| Q2 2025 | 8/11/2025 | 256 | 702,724 | 13F-HR | LAKE STREET PRIVATE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 480.7 K | 55.0% | 35.14 K | 0 | 35.14 K |
| ETFs | 385.3 K | 44.1% | 54.45 K | 0 | 54.45 K |
| Debt | 8.353 K | 1.0% | 0 | 684 | -684 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
874,326
Holdings
275
QoQ value change ($000)
88,900
(11.3%)
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.