Notify me when LAKE STREET PRIVATE WEALTH, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 278 | $817,464,549 | +$57,048,345 | -$17,392,316 | +$39,656,029 | VTV, NVDA, AAPL, VUG, QQQ | 13F-HR | 07 Jan 2026, 16:31 |
| Q3 2025 | 277 | $775,728,190 | +$34,751,183 | -$16,215,192 | +$18,535,991 | NVDA, VTV, AAPL, VUG, QQQ | 13F-HR | 10 Nov 2025, 16:18 |
| Q2 2025 | 256 | $702,723,507 | +$61,380,892 | -$29,950,128 | +$31,430,764 | VTV, NVDA, VUG, AAPL, QQQ | 13F-HR | 11 Aug 2025, 11:20 |
| Q1 2025 | 246 | $613,985,854 | +$46,870,288 | -$37,742,897 | +$9,127,391 | VTV, AAPL, VUG, NVDA, QQQ | 13F-HR | 10 Apr 2025, 17:18 |
| Q4 2024 | 246 | $625,921,873 | +$55,901,380 | -$49,204,571 | +$6,696,809 | AAPL, VTV, NVDA, VUG, QQQ | 13F-HR | 15 Jan 2025, 12:08 |
| Q3 2024 | 259 | $612,287,222 | +$26,256,788 | -$216,595,468 | -$190,338,680 | AAPL, VTV, NVDA, VUG, QQQ | 13F-HR | 22 Oct 2024, 11:41 |
| Q2 2024 | 321 | $772,398,055 | +$102,912,462 | -$40,201,755 | +$62,710,707 | AAPL, NVDA, VTV, MSFT, VUG | 13F-HR | 12 Jul 2024, 12:55 |
| Q1 2024 | 315 | $724,401,080 | +$73,019,298 | -$38,406,191 | +$34,613,107 | AAPL, NVDA, VTV, MSFT, VUG | 13F-HR | 19 Apr 2024, 10:58 |
| Q4 2023 | 303 | $635,071,265 | +$62,896,149 | -$35,304,961 | +$27,591,188 | AAPL, VTV, MSFT, NVDA, QQQ | 13F-HR | 10 Jan 2024, 09:35 |
| Q3 2023 | 284 | $556,026,043 | +$36,996,331 | -$33,446,194 | +$3,550,137 | AAPL, VTV, MSFT, NVDA, QQQ | 13F-HR | 20 Oct 2023, 11:01 |
| Q2 2023 | 289 | $569,216,513 | +$25,785,098 | -$25,848,991 | -$63,893 | AAPL, VTV, MSFT, NVDA, QQQ | 13F-HR | 18 Jul 2023, 13:54 |
| Q1 2023 | 287 | $536,047,126 | +$50,115,467 | -$24,486,872 | +$25,628,595 | AAPL, VTV, MSFT, QQQ, DLN | 13F-HR | 17 Apr 2023, 12:03 |
| Q4 2022 | 282 | $481,210,720 | +$63,484,198 | -$32,036,193 | +$31,448,005 | AAPL, VTV, MSFT, DLN, QQQ | 13F-HR | 25 Jan 2023, 15:59 |
| Q3 2022 | 280 | $428,179,000 | +$35,078,926 | -$36,562,692 | -$1,483,766 | AAPL, VTV, MSFT, DLN, VUG | 13F-HR | 21 Oct 2022, 09:10 |
| Q2 2022 | 293 | $468,509,000 | +$51,783,424 | -$42,442,564 | +$9,340,860 | AAPL, VTV, MSFT, DLN, VUG | 13F-HR | 12 Jul 2022, 16:21 |
| Q1 2022 | 321 | $552,809,000 | +$68,151,036 | -$50,415,862 | +$17,735,174 | AAPL, VTV, MSFT, AMZN, VUG | Restatement | 06 May 2022, 17:53 |
| Q4 2021 | 324 | $561,139,000 | +$145,910,950 | -$17,535,145 | +$128,375,805 | AAPL, MSFT, AMZN, VTV, NVDA | 13F-HR | 24 Jan 2022, 11:42 |
| Q3 2021 | 226 | $407,700,000 | +$36,952,083 | -$15,503,958 | +$21,448,125 | AAPL, AMZN, VTV, MSFT, VUG | 13F-HR | 07 Oct 2021, 16:06 |
| Q2 2021 | 211 | $392,915,000 | +$21,744,207 | -$17,569,999 | +$4,174,208 | AAPL, AMZN, MSFT, VTV, VUG | 13F-HR | 14 Jul 2021, 15:51 |
| Q1 2021 | 202 | $361,859,000 | +$21,595,685 | -$14,629,209 | +$6,966,476 | AAPL, AMZN, VUG, MSFT, GLD | 13F-HR | 16 Apr 2021, 17:10 |
| Q4 2020 | 194 | $346,269,000 | +$47,230,644 | -$23,773,834 | +$23,456,810 | AAPL, AMZN, VUG, GLD, MSFT | 13F-HR | 15 Jan 2021, 21:46 |
| Q3 2020 | 160 | $297,700,000 | +$31,333,102 | -$6,134,104 | +$25,198,998 | AAPL, AMZN, GSY, GLD, VUG | 13F-HR | 09 Oct 2020, 16:28 |
| Q2 2020 | 151 | $269,881,000 | +$28,870,502 | -$17,552,316 | +$11,318,186 | AAPL, AMZN, GSY, VUG, MSFT | 13F-HR | 14 Jul 2020, 11:39 |
| Q1 2020 | 141 | $219,593,000 | +$39,652,935 | -$38,903,183 | +$749,752 | AAPL, GSY, VUG, MSFT, AMZN | 13F-HR | 07 Apr 2020, 15:45 |
| Q4 2019 | 164 | $261,082,000 | +$32,109,924 | -$6,849,464 | +$25,260,460 | AAPL, VUG, JPM, GSY, MSFT | 13F-HR | 10 Jan 2020, 19:56 |
| Q3 2019 | 151 | $219,758,000 | +$57,116,412 | -$9,421,415 | +$47,694,997 | AAPL, GSY, VUG, JPM, VTV | 13F-HR | 18 Oct 2019, 10:02 |
| Q2 2019 | 119 | $169,749,000 | +$25,691,802 | -$5,618,702 | +$20,073,100 | AAPL, VTV, VUG, JPM, AMZN | 13F-HR | 29 Jul 2019, 16:07 |
| Q1 2019 | 98 | $145,468,000 | $0 | $0 | $0 | AAPL, VTV, VUG, JPM, VZ | 13F-HR | 11 Apr 2019, 12:46 |