13F Filings History of Lakeridge Wealth Management LLC

Latest 13F report
Q4 2025 - 07 Jan 2026
Value $
$220,013,137
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 156 stock holdings with total value $220,013,137 as of Q4 2025. Top holdings included FDVV, SHW, ISTB, AVUS, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 156 $220,013,137 +$11,890,438 -$20,326,874 -$8,436,436 FDVV, SHW, ISTB, AVUS, IVV 13F-HR 07 Jan 2026, 12:05
Q3 2025 153 $225,001,162 +$8,876,231 -$14,433,992 -$5,557,761 FDVV, SHW, ISTB, FNX, AVUS 13F-HR 17 Oct 2025, 10:47
Q2 2025 149 $217,484,796 +$15,321,337 -$9,910,674 +$5,410,663 FDVV, LQD, SHW, ISTB, FNX 13F-HR 07 Aug 2025, 15:52
Q1 2025 151 $199,983,030 +$14,351,064 -$4,906,218 +$9,444,846 FDVV, SHW, LQD, ISTB, FNX 13F-HR 16 Apr 2025, 17:15
Q4 2024 152 $193,548,749 +$18,235,381 -$4,173,363 +$14,062,018 FDVV, SHW, LQD, ISTB, FNX 13F-HR 30 Jan 2025, 15:02
Q3 2024 153 $181,940,773 +$11,675,302 -$8,787,685 +$2,887,617 FDVV, SHW, LQD, FNX, AAPL 13F-HR 07 Oct 2024, 09:54
Q2 2024 145 $166,366,660 +$18,765,753 -$2,481,573 +$16,284,180 FDVV, SHW, LQD, FNX, IDEV 13F-HR 01 Aug 2024, 13:27
Q1 2024 135 $154,265,224 +$10,326,862 -$3,904,296 +$6,422,566 SHW, FDVV, LQD, FNX, IDEV 13F-HR 29 Apr 2024, 13:10
Q4 2023 130 $138,298,168 $0 $0 $0 SHW, FDVV, LQD, FNX, IDEV 13F-HR 14 Feb 2024, 10:55