Lakeridge Wealth Management LLC
All 13F Filings
- Location
- Mentor, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 272,483
- 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 | 7/14/2026 | 188 | 272,483 | 13F-HR | Lakeridge Wealth Management LLC |
| 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 | 142.4 K | 52.3% | 40.45 K | 0 | 40.45 K |
| ETFs | 128.7 K | 47.2% | 0 | 1.356 K | -1.356 K |
| Debt | 832 | 0.3% | 820 | 0 | 820 |
| Other | 608 | 0.2% | 0 | 27 | -27 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
272,483
Holdings
188
QoQ value change ($000)
39,889
(17.1%)
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.