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