Lake Point Wealth Management

Q2 2019 13F Holdings Report, Stock Holdings

Signature - Title
Brittany Reville - CCO
Location
Rockwall, TX
Holdings as of
June 30, 2019
Value $
$288M
Num holdings
659
Date filed
8/7/2019, 10:37 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, IAU, WTMF, VT, and AGG.
Previous filing
Q1 2019 - Aug 7, 2019
Filing 2019 Q2 compared to 2019 Q1 - Restatement by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Brittany Reville CCO Rockwall, Texas 8/2/2019