Lakeside Advisors, INC.
All 13F Filings
- Location
- Seattle, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 158,840
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 7/31/2026 | 65 | 158,840 | 13F-HR | Lakeside Advisors, INC. |
| Q1 2026 | 4/30/2026 | 65 | 149,843 | 13F-HR | Lakeside Advisors, INC. |
| Q4 2025 | 1/27/2026 | 62 | 156,371 | 13F-HR | Lakeside Advisors, INC. |
| Q3 2025 | 10/27/2025 | 63 | 158,063 | 13F-HR | Lakeside Advisors, INC. |
| Q2 2025 | 7/23/2025 | 62 | 155,154 | 13F-HR | Lakeside Advisors, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 143.7 K | 90.4% | 4.579 K | 0 | 4.579 K |
| ETFs | 15.18 K | 9.6% | 4.423 K | 0 | 4.423 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
158,840
Holdings
65
QoQ value change ($000)
8,997
(6.0%)
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.