Lakeridge Wealth Management LLC
All 13F Filings
- Location
- Mentor, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 232,594
- 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 | 4/8/2026 | 169 | 232,594 | 13F-HR | Lakeridge Wealth Management LLC |
| Q4 2025 | 1/7/2026 | 156 | 220,013 | 13F-HR | Lakeridge Wealth Management LLC |
| Q3 2025 | 10/17/2025 | 153 | 225,001 | 13F-HR | Lakeridge Wealth Management LLC |
| Q2 2025 | 8/7/2025 | 149 | 217,485 | 13F-HR | Lakeridge Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 101.9 K | 43.8% | 0 | 38.51 K | -38.51 K |
| ETFs | 130 K | 55.9% | 61.45 K | 0 | 61.45 K |
| Debt | 12 | 0.0% | 0 | 0 | 0 |
| Other | 635 | 0.3% | 0 | 10.35 K | -10.35 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
232,594
Holdings
169
QoQ value change ($000)
12,581
(5.7%)
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.