Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lake Hills Wealth Management, LLC (CIK 1705594) reported $178.8M across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($19.6M, 10.98%), GLD ($17.2M, 9.64%), XBI ($11.7M, 6.57%), SOXX ($10.5M, 5.89%), IEI ($9.1M, 5.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $19.6M | 10.98% | 32,870 | Trimmed |
| 2 | GLD | SPDR GOLD TR | $17.2M | 9.64% | 40,051 | Added |
| 3 | XBI | SPDR SERIES TRUST | $11.7M | 6.57% | 91,973 | New |
| 4 | SOXX | ISHARES TR | $10.5M | 5.89% | 32,033 | New |
| 5 | IEI | ISHARES TR | $9.1M | 5.07% | 76,419 | Added |
| 6 | XLE | SELECT SECTOR SPDR TR | $8.0M | 4.47% | 130,485 | New |
| 7 | TAN | INVESCO EXCH TRADED FD TR II | $7.3M | 4.10% | 131,468 | New |
| 8 | XLK | SELECT SECTOR SPDR TR | $7.2M | 4.04% | 54,369 | New |
| 9 | STIP | ISHARES TR | $7.0M | 3.93% | 67,987 | Trimmed |
| 10 | FCG | FIRST TR EXCHANGE-TRADED FD | $7.0M | 3.90% | 220,062 | Trimmed |
| 11 | AMLP | ALPS ETF TR | $6.7M | 3.76% | 127,734 | Added |
| 12 | SHY | ISHARES TR | $6.7M | 3.72% | 80,619 | Trimmed |
| 13 | EWY | ISHARES INC | $6.3M | 3.54% | 51,414 | New |
| 14 | PAVE | GLOBAL X FDS | $5.5M | 3.10% | 109,212 | Trimmed |
| 15 | EMLC | VANECK ETF TRUST | $5.0M | 2.81% | 200,183 | Added |
| 16 | BNDX | VANGUARD CHARLOTTE FDS | $5.0M | 2.80% | 104,230 | New |
| 17 | COPX | GLOBAL X FDS | $4.1M | 2.32% | 54,344 | New |
| 18 | LIT | GLOBAL X FDS | $4.2M | 2.32% | 55,841 | New |
| 19 | SLV | ISHARES SILVER TR | $3.0M | 1.68% | 43,965 | Trimmed |
| 20 | REMX | VANECK ETF TRUST | $2.7M | 1.52% | 30,826 | Trimmed |
| 21 | AAPL | APPLE INC | $2.5M | 1.40% | 9,840 | Trimmed |
| 22 | IEF | ISHARES TR | $2.1M | 1.15% | 21,518 | Added |
| 23 | AGG | ISHARES TR | $2.0M | 1.14% | 20,622 | Trimmed |
| 24 | QQQ | INVESCO QQQ TR | $1.4M | 0.81% | 2,496 | Hold |
| 25 | BIL | SPDR SERIES TRUST | $1.4M | 0.78% | 15,316 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31