• 13F History

Lakeridge Wealth Management LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$200M
Signature - Title
Brian Distler - Chief Compliance Officer
Location
Mentor, OH
Summary
This page shows a list of all the recent 13F filings made by Lakeridge Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lakeridge Wealth Management LLC reported 151 stock holdings with total value $200M as of Q1 2025. Top holdings included FDVV, SHW, LQD, ISTB, and FNX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 151 $200M +$14.4M -$4.91M +$9.44M FDVV, SHW, LQD, ISTB, FNX 13F-HR 4/16/2025, 05:15 PM
Q4 2024 152 $194M +$18.2M -$4.17M +$14.1M FDVV, SHW, LQD, ISTB, FNX 13F-HR 1/30/2025, 03:02 PM
Q3 2024 153 $182M +$11.7M -$8.79M +$2.89M FDVV, SHW, LQD, FNX, AAPL 13F-HR 10/7/2024, 09:54 AM
Q2 2024 145 $166M +$18.7M -$2.48M +$16.3M FDVV, SHW, LQD, FNX, IDEV 13F-HR 8/1/2024, 01:27 PM
Q1 2024 134 $154M +$10.3M -$3.9M +$6.42M SHW, FDVV, LQD, FNX, IDEV 13F-HR 4/29/2024, 01:10 PM
Q4 2023 130 $138M $0 $0 SHW, FDVV, LQD, FNX, IDEV 13F-HR 2/14/2024, 10:55 AM