13F Filings History of Lake Point Wealth Management

Latest 13F report
Q2 2022 - 19 Jul 2022
Value $
$175,976,000
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 $175,976,000 as of Q2 2022. Top holdings included IHDG, VO, VOO, DFAC, and TDTF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2022 435 $175,976,000 +$70,271,814 -$77,932,981 -$7,661,167 IHDG, VO, VOO, DFAC, TDTF 13F-HR 19 Jul 2022, 12:32
Q1 2022 416 $216,086,000 +$30,518,409 -$33,027,354 -$2,508,945 XVOL, IHDG, VO, TDTF, IAU 13F-HR 17 May 2022, 11:46
Q4 2021 432 $228,871,000 +$43,738,150 -$42,257,152 +$1,480,998 XVOL, IHDG, VO, IVOL, IAU 13F-HR 23 Feb 2022, 15:43
Q3 2021 399 $216,937,000 +$7,208,629 -$1,873,186 +$5,335,443 XVOL, IVOL, IHDG, SMMD, IEMG 13F-HR 21 Oct 2021, 17:01
Q2 2021 406 $214,413,000 $0 $0 $0 XVOL, IVOL, IHDG, SMMD, IEMG 13F-HR 04 Aug 2021, 09:28
Q1 2020 371 $113,510,000 +$4,621,060 -$176,481,958 -$171,860,898 IVV, IAU, WTMF, AGG, ISTB 13F-HR 18 May 2020, 14:16
Q4 2019 601 $300,730,000 +$22,522,506 -$17,067,963 +$5,454,543 IVV, DoubleLine Total Return Bond Institutional, FPA New Income Institutional, FMI Common Stock Institutional, Litman Gregory Masters Alternative Strategies Institutional 13F-HR 13 Feb 2020, 12:53
Q2 2019 659 $287,862,000 +$24,186,000 $0 +$24,186,000 IVV, DoubleLine Total Return Bond Institutional, FPA New Income Institutional, Fidelity Government Cash Reserves, FMI Common Stock Institutional 13F-HR 07 Aug 2019, 10:37
Q1 2019 650 $262,915,000 +$138,027,226 -$131,717,075 +$6,310,151 IVV, DoubleLine Total Return Bond Institutional, FPA New Income Institutional, FMI Common Stock Institutional, Litman Gregory Masters Alternative Strategies Institutional Restatement 07 Aug 2019, 10:33
Q4 2018 823 $238,652,000 $0 $0 $0 IVV, FMI Common Stock Institutional, Navigator Tactical Fixed Income I, Litman Gregory Masters Alternative Strategies Institutional, Astor Dynamic Allocation Institutional Restatement 07 Aug 2019, 10:31