LAKE STREET PRIVATE WEALTH, LLC — 13F holdings
LAKE STREET PRIVATE WEALTH, LLC reported 279 holdings worth $908M in its 13F filing for Q3 2026, filed October 22, 2026.
Largest positions
- VTV VANGUARD INDEX FDS — $53.6M (5.9%)
- AAPL APPLE INC — $51.5M (5.7%)
- NVDA NVIDIA CORPORATION — $49.2M (5.4%)
- VUG VANGUARD INDEX FDS — $44.0M (4.8%)
- MSFT MICROSOFT CORP — $21.9M (2.4%)
- QQQ INVESCO QQQ TR — $20.1M (2.2%)
- FTSM FIRST TR EXCHANGE-TRADED FD — $19.3M (2.1%)
- AMZN AMAZON COM INC — $17.8M (2.0%)
- CRWD CROWDSTRIKE HLDGS INC — $17.2M (1.9%)
- BAR GRANITESHARES GOLD TR — $16.3M (1.8%)