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LAKE STREET PRIVATE WEALTH, LLC

Q2 2026 13F filing

Updated 31 days ago

275 disclosed positions worth $874.3M

Portfolio value
$874.3M
Total holdings
275
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-10

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

Value
$57.5M
Shares
263.7K
% Port
6.57%
A

APPLE INC

Value
$44.8M
Shares
154.8K
% Port
5.12%
N

NVIDIA CORPORATION

Value
$43M
Shares
215.1K
% Port
4.92%
V

VANGUARD INDEX FDS

Value
$41.8M
Shares
484.8K
% Port
4.78%
Q
5.QQQ

INVESCO QQQ TR

Value
$19.9M
Shares
27.0K
% Port
2.27%
F
6.FFA

FIRST TR EXCHANGE-TRADED FD

Value
$17.9M
Shares
299.1K
% Port
2.04%
A

AMAZON COM INC

Value
$17M
Shares
71.4K
% Port
1.95%
B
8.BAR

GRANITESHARES GOLD TR

Value
$16.1M
Shares
408.5K
% Port
1.85%
M

MICROSOFT CORP

Value
$15.9M
Shares
42.7K
% Port
1.82%
E
10.ETHA

ISHARES TR

Value
$14.9M
Shares
193.8K
% Port
1.71%
G

ALPHABET INC

Value
$14.4M
Shares
40.2K
% Port
1.65%
?
12.N/A

PALMER SQUARE FUNDS TR

Value
$13.8M
Shares
669.0K
% Port
1.58%
C
13.CRWD

CROWDSTRIKE HLDGS INC

Value
$12.8M
Shares
16.7K
% Port
1.46%
G

ALPHABET INC

Value
$12.7M
Shares
36.1K
% Port
1.46%
E
15.ETHA

ISHARES TR

Value
$12.2M
Shares
68.5K
% Port
1.40%
A
16.AVGO

BROADCOM INC

Value
$12M
Shares
31.7K
% Port
1.37%
P
17.PDI

PIMCO ETF TR

Value
$11.8M
Shares
445.9K
% Port
1.35%
E
18.ETHA

ISHARES INC

Value
$11.8M
Shares
142.7K
% Port
1.35%
E
19.ETHA

ISHARES TR

Value
$11.7M
Shares
85.5K
% Port
1.34%
I
20.IVZ

INVESCO ACTIVELY MANAGED EXC

Value
$11.3M
Shares
225.0K
% Port
1.29%
G

GOLDMAN SACHS GROUP INC

Value
$11M
Shares
10.9K
% Port
1.26%
E
22.ETHA

ISHARES INC

Value
$10.7M
Shares
114.5K
% Port
1.22%
U
23.UNH

UNITEDHEALTH GROUP INC

Value
$10.3M
Shares
24.7K
% Port
1.18%
J

JPMORGAN CHASE & CO

Value
$9.6M
Shares
29.3K
% Port
1.10%
S
25.SNOW

SNOWFLAKE INC

Value
$9.1M
Shares
35.9K
% Port
1.05%
E
26.ETHA

ISHARES TR

Value
$9M
Shares
93.7K
% Port
1.03%
A
27.ABBV

ABBVIE INC

Value
$8.6M
Shares
34.2K
% Port
0.98%
E
28.ETHA

ISHARES TR

Value
$8.5M
Shares
165.8K
% Port
0.97%
M
29.META

META PLATFORMS INC

Value
$7.7M
Shares
13.6K
% Port
0.88%
C
30.COST

COSTCO WHOLESALE CORPORATION

Value
$7.5M
Shares
8.0K
% Port
0.86%
R
31.RQI

COHEN & STEERS QUALITY INCOM

Value
$7.4M
Shares
604.3K
% Port
0.85%
L
32.LLY

ELI LILLY & CO

Value
$7.3M
Shares
6.1K
% Port
0.83%
C
33.CVX

CHEVRON CORPORATION

Value
$7.2M
Shares
43.6K
% Port
0.83%
E
34.ETHA

ISHARES TR

Value
$7.1M
Shares
9.5K
% Port
0.81%
E
35.ETHA

ISHARES INC

Value
$7.1M
Shares
35.0K
% Port
0.81%
F
36.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$7M
Shares
157.2K
% Port
0.80%
V
37.VGES

VANGUARD INTL EQUITY INDEX F

Value
$6.9M
Shares
77.8K
% Port
0.79%
?
38.N/A

J P MORGAN EXCHANGE TRADED F

Value
$6.9M
Shares
50.9K
% Port
0.78%
V
39.VGES

VANGUARD INDEX FDS

Value
$6.7M
Shares
9.8K
% Port
0.77%
J

J P MORGAN EXCHANGE TRADED F

Value
$6.7M
Shares
117.8K
% Port
0.76%
P
41.PLTR

PALANTIR TECHNOLOGIES INC

Value
$6.4M
Shares
55.1K
% Port
0.73%
I
42.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$6.3M
Shares
29.5K
% Port
0.72%
H
43.HIMS

HIMS & HERS HEALTH INC

Value
$6.1M
Shares
177.3K
% Port
0.70%
U
44.UBER

UBER TECHNOLOGIES INC

Value
$6.1M
Shares
84.0K
% Port
0.69%
B
45.BX

BLACKSTONE INC

Value
$5.8M
Shares
48.9K
% Port
0.66%
C
46.CQP

CHENIERE ENERGY INC

Value
$5.7M
Shares
24.1K
% Port
0.66%
A
47.AXON

AXON ENTERPRISE INC

Value
$5.3M
Shares
9.5K
% Port
0.61%
B

BOEING CO

Value
$5.2M
Shares
24.0K
% Port
0.60%
F
49.FDX

FEDEX CORP

Value
$5.2M
Shares
16.5K
% Port
0.59%
A
50.AMD

ADVANCED MICRO DEVICES INC

Value
$5.2M
Shares
8.9K
% Port
0.59%