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 435 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 435 $176M +$70.3M -$77.9M -$7.66M IHDG, VO, VOO, DFAC, TDTF 13F-HR 7/19/2022, 12:32 PM
Q1 2022 416 $216M +$30.5M -$33M -$2.51M XVOL, IHDG, VO, TDTF, IAU 13F-HR 5/17/2022, 11:46 AM
Q4 2021 432 $229M +$43.7M -$42.3M +$1.48M XVOL, IHDG, VO, IVOL, IAU 13F-HR 2/23/2022, 03:43 PM
Q3 2021 399 $217M +$7.21M -$1.87M +$5.34M XVOL, IVOL, IHDG, SMMD, IEMG 13F-HR 10/21/2021, 05:01 PM
Q2 2021 406 $214M $0 $0 XVOL, IVOL, IHDG, SMMD, IEMG 13F-HR 8/4/2021, 09:28 AM
Q1 2020 371 $114M +$4.62M -$176M -$172M IVV, IAU, WTMF, AGG, ISTB 13F-HR 5/18/2020, 02:16 PM
Q4 2019 601 $301M +$22.5M -$17.1M +$5.45M IVV, IAU, WTMF, VT, AGG 13F-HR 2/13/2020, 12:53 PM
Q2 2019 659 $288M +$24.2M $0 +$24.2M IVV, IAU, WTMF, VT, AGG 13F-HR 8/7/2019, 10:37 AM
Q1 2019 650 $263M +$138M -$132M +$6.31M IVV, IAU, WTMF, VT, AGG Restatement 8/7/2019, 10:33 AM
Q4 2018 823 $239M $0 $0 IVV, VT, VB, SPY, SHV Restatement 8/7/2019, 10:31 AM