Lake Street Private Wealth, Llc

13F Filings History

Latest 13F report
Q2 2025 - Aug 11, 2025
Value $
$703M
Signature - Title
Joseph Stock - MANAGING MEMBER
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Lake Street Private Wealth, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lake Street Private Wealth, Llc reported 256 stock holdings with total value $703M as of Q2 2025. Top holdings included VTV, NVDA, VUG, AAPL, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 256 $703M +$61.4M -$30M +$31.4M VTV, NVDA, VUG, AAPL, QQQ 13F-HR 8/11/2025, 11:20 AM
Q1 2025 246 $614M +$46.9M -$37.7M +$9.13M VTV, AAPL, VUG, NVDA, QQQ 13F-HR 4/10/2025, 05:18 PM
Q4 2024 246 $626M +$55.9M -$49.2M +$6.7M AAPL, VTV, NVDA, VUG, QQQ 13F-HR 1/15/2025, 12:08 PM
Q3 2024 259 $612M +$26.3M -$217M -$190M AAPL, VTV, NVDA, VUG, QQQ 13F-HR 10/22/2024, 11:41 AM
Q2 2024 321 $772M +$103M -$40.2M +$62.6M AAPL, NVDA, VTV, MSFT, VUG 13F-HR 7/12/2024, 12:55 PM
Q1 2024 313 $724M +$72.9M -$38.4M +$34.5M AAPL, NVDA, VTV, MSFT, VUG 13F-HR 4/19/2024, 10:58 AM
Q4 2023 302 $635M +$62.9M -$34.9M +$28M AAPL, VTV, MSFT, NVDA, QQQ 13F-HR 1/10/2024, 09:35 AM
Q3 2023 283 $556M +$37M -$25.9M +$11.1M AAPL, VTV, MSFT, NVDA, QQQ 13F-HR 10/20/2023, 11:01 AM
Q2 2023 288 $569M +$25.8M -$21.2M +$4.56M AAPL, VTV, MSFT, NVDA, QQQ 13F-HR 7/18/2023, 01:54 PM
Q1 2023 286 $536M +$49.8M -$17.1M +$32.6M AAPL, VTV, MSFT, QQQ, DLN 13F-HR 4/17/2023, 12:03 PM
Q4 2022 278 $477M +$62.6M -$18.2M +$44.3M AAPL, VTV, MSFT, DLN, QQQ 13F-HR 1/25/2023, 02:59 PM
Q3 2022 277 $427M +$34.4M -$22.7M +$11.8M AAPL, VTV, MSFT, DLN, VUG 13F-HR 10/21/2022, 09:10 AM
Q2 2022 296 $473M +$53.9M -$23.8M +$30M AAPL, VTV, MSFT, DLN, VUG 13F-HR 7/12/2022, 04:21 PM
Q1 2022 320 $556M +$69.8M -$30.9M +$38.9M AAPL, VTV, MSFT, AMZN, VUG Restatement 5/6/2022, 05:53 PM
Q4 2021 324 $561M +$146M -$5.52M +$140M AAPL, MSFT, AMZN, VTV, NVDA 13F-HR 1/24/2022, 10:42 AM
Q3 2021 226 $408M +$37M -$15.5M +$21.4M AAPL, AMZN, VTV, MSFT, VUG 13F-HR 10/7/2021, 04:06 PM
Q2 2021 211 $393M +$21.7M -$17.6M +$4.17M AAPL, AMZN, MSFT, VTV, VUG 13F-HR 7/14/2021, 03:51 PM
Q1 2021 202 $362M +$21.6M -$14.7M +$6.94M AAPL, AMZN, VUG, MSFT, GLD 13F-HR 4/16/2021, 05:10 PM
Q4 2020 194 $346M +$47.2M -$12.1M +$35.2M AAPL, AMZN, VUG, GLD, MSFT 13F-HR 1/15/2021, 08:46 PM
Q3 2020 160 $298M +$31.3M -$5.8M +$25.5M AAPL, AMZN, GSY, GLD, VUG 13F-HR 10/9/2020, 04:28 PM
Q2 2020 150 $270M +$28.9M -$13M +$15.9M AAPL, AMZN, GSY, VUG, MSFT 13F-HR 7/14/2020, 11:39 AM
Q1 2020 141 $220M +$39.7M -$13M +$26.6M AAPL, GSY, VUG, MSFT, AMZN 13F-HR 4/7/2020, 03:45 PM
Q4 2019 164 $261M +$32.1M -$5.11M +$27M AAPL, VUG, JPM, GSY, MSFT 13F-HR 1/10/2020, 06:56 PM
Q3 2019 151 $220M +$57.1M -$9.18M +$47.9M AAPL, GSY, VUG, JPM, VTV 13F-HR 10/18/2019, 10:02 AM
Q2 2019 119 $170M +$25.7M -$2.24M +$23.4M AAPL, VTV, VUG, JPM, AMZN 13F-HR 7/29/2019, 04:07 PM
Q1 2019 98 $145M AAPL, VTV, VUG, JPM, VZ 13F-HR 4/11/2019, 12:46 PM