Universe · entity

LAKE STREET PRIVATE WEALTH, LLC

Institutional manager (13F) · CIK 1772031
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $571M
#IssuerValueShares
1VANGUARD INDEX FDS$51M261,740
2APPLE INC$40M158,168
3NVIDIA CORPORATION$38M218,193
4VANGUARD INDEX FDS$35M80,963
5GRANITESHARES GOLD TR$19M407,472
6FIRST TR EXCHANGE-TRADED FD$18M293,569
7MICROSOFT CORP$16M42,698
8INVESCO QQQ TR$16M26,885
9AMAZON COM INC$15M71,641
10PALMER SQUARE FUNDS TR$15M724,769
11ISHARES TR$13M193,608
12PIMCO ETF TR$12M469,884
13ALPHABET INC$12M40,940
14INVESCO ACTIVELY MANAGED EXC$11M210,310
15ALPHABET INC$11M36,646
16ISHARES TR$10M85,090
17ISHARES INC$10M142,380
18ISHARES TR$10M68,350
19ISHARES TR$10M172,159
20ISHARES INC$10M113,613
21GOLDMAN SACHS GROUP INC$9M10,875
22CHEVRON CORPORATION$9M44,326
23JPMORGAN CHASE & CO$9M30,461
24ISHARES TR$9M91,647
25PALANTIR TECHNOLOGIES INC$8M56,718
26COSTCO WHOLESALE CORPORATION$8M8,156
27META PLATFORMS INC$8M13,798
28ABBVIE INC$8M34,770
29FIRST TR EXCHANGE-TRADED FD$7M159,935
30COHEN & STEERS QUALITY INCOM$7M583,462
31CHENIERE ENERGY INC$7M24,608
32BROADCOM INC$7M22,176
33J P MORGAN EXCHANGE TRADED F$7M120,617
34UNITEDHEALTH GROUP INC$7M24,690
35CROWDSTRIKE HLDGS INC$7M17,019
36NORTHROP GRUMMAN CORP$7M9,617
37ISHARES TR$6M9,878
38J P MORGAN EXCHANGE TRADED F$6M53,850
39VANGUARD INTL EQUITY INDEX F$6M76,289
40INVESCO EXCHANGE TRADED FD T$6M32,035
41UBER TECHNOLOGIES INC$6M83,656
42FEDEX CORP$6M16,722
43ELI LILLY & CO$6M6,094
44SNOWFLAKE INC$5M35,981
45BLACKSTONE INC$5M47,124
46ALLSTATE CORP$5M25,617
47VANGUARD INDEX FDS$5M8,634
48JPMORGAN CHASE FINL CO LLC$5M147,010
49FLEXSHARES TR$5M208,622
50J P MORGAN EXCHANGE TRADED F$5M84,907
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.