Lakeside Advisors, INC.
All 13F Filings
- Location
- Seattle, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 149,843
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 139.1 K | 92.8% | 0 | 14.04 K | -14.04 K |
| ETFs | 10.76 K | 7.2% | 7.504 K | 0 | 7.504 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
149,843
Holdings
65
QoQ value change ($000)
-6,528
(-4.2%)
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.