• 13F History

Lake Point Wealth Management

13F Filings History

Latest 13F report
Q2 2022 - Jul 19, 2022
Value $
$176M
Signature - Title
Reid Johnson - Owner, CEO
Location
Rockwall, TX
Summary
This page shows a list of all the recent 13F filings made by Lake Point Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lake Point Wealth Management reported 378 stock holdings with total value $176M as of Q2 2022. Top holdings included IHDG, VO, VOO, DFAC, and TDTF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2022 378 $176M +$70.5M -$77.7M -$7.19M IHDG, VO, VOO, DFAC, TDTF 13F-HR 7/19/2022, 12:32 PM
Q1 2022 378 $216M +$30.5M -$32.5M -$1.95M XVOL, IHDG, VO, TDTF, IAU 13F-HR 5/17/2022, 11:46 AM
Q4 2021 394 $229M +$43.7M -$42.1M +$1.64M XVOL, IHDG, VO, IVOL, IAU 13F-HR 2/23/2022, 02:43 PM
Q3 2021 388 $217M +$7.23M -$1.89M +$5.34M XVOL, IVOL, IHDG, SMMD, IEMG 13F-HR 10/21/2021, 05:01 PM
Q2 2021 390 $214M $0 $0 XVOL, IVOL, IHDG, SMMD, IEMG 13F-HR 8/4/2021, 09:28 AM
Q1 2020 315 $114M +$4.69M -$4.69M +$107 IVV, IAUXXXX, WTMF, AGG, ISTB 13F-HR 5/18/2020, 02:16 PM
Q4 2019 552 $301M +$23.5M -$12.5M +$11.1M IVV, IAUXXXX, WTMF, VT, AGG 13F-HR 2/13/2020, 11:53 AM
Q2 2019 611 $288M +$24.2M +$24.2M IVV, IAUXXXX, WTMF, VT, AGG 13F-HR 8/7/2019, 10:37 AM
Q1 2019 576 $263M +$138M -$116M +$22.5M IVV, IAUXXXX, WTMF, VT, AGG Restatement 8/7/2019, 10:33 AM
Q4 2018 766 $238M IVV, VT, VB, SPY, SHV Restatement 8/7/2019, 10:31 AM