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 STREET PRIVATE WEALTH, LLC (CIK 1772031) reported $785.4M across 270 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($51.3M, 6.54%), AAPL ($40.1M, 5.11%), NVDA ($38.1M, 4.84%), VUG ($35.4M, 4.50%), BAR ($18.8M, 2.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $51.3M | 6.54% | 261,740 | Added |
| 2 | AAPL | APPLE INC | $40.1M | 5.11% | 158,168 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $38.1M | 4.84% | 218,193 | Trimmed |
| 4 | VUG | VANGUARD INDEX FDS | $35.4M | 4.50% | 80,963 | Added |
| 5 | BAR | GRANITESHARES GOLD TR | $18.8M | 2.39% | 407,472 | Added |
| 6 | FTSM | FIRST TR EXCHANGE-TRADED FD | $17.5M | 2.23% | 293,569 | Added |
| 7 | MSFT | MICROSOFT CORP | $15.8M | 2.01% | 42,698 | Trimmed |
| 8 | QQQ | INVESCO QQQ TR | $15.5M | 1.98% | 26,885 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $14.9M | 1.90% | 71,641 | Added |
| 10 | PSQO | PALMER SQUARE FUNDS TR | $14.9M | 1.89% | 724,769 | Added |
| 11 | IJH | ISHARES TR | $13.1M | 1.66% | 193,608 | Added |
| 12 | PYLD | PIMCO ETF TR | $12.3M | 1.57% | 469,884 | Added |
| 13 | GOOGL | ALPHABET INC | $11.8M | 1.50% | 40,940 | Trimmed |
| 14 | GSY | INVESCO ACTIVELY MANAGED EXC | $10.5M | 1.34% | 210,310 | Added |
| 15 | GOOG | ALPHABET INC | $10.5M | 1.34% | 36,646 | Trimmed |
| 16 | IJS | ISHARES TR | $10.1M | 1.28% | 85,090 | Trimmed |
| 17 | IEMG | ISHARES INC | $9.9M | 1.26% | 142,380 | Added |
| 18 | IJT | ISHARES TR | $9.9M | 1.26% | 68,350 | Trimmed |
| 19 | MCHI | ISHARES TR | $9.7M | 1.23% | 172,159 | Added |
| 20 | EWJ | ISHARES INC | $9.6M | 1.22% | 113,613 | Added |
| 21 | GS | GOLDMAN SACHS GROUP INC | $9.2M | 1.17% | 10,875 | Added |
| 22 | CVX | CHEVRON CORPORATION | $9.2M | 1.17% | 44,326 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $9.0M | 1.14% | 30,461 | Trimmed |
| 24 | EMB | ISHARES TR | $8.6M | 1.10% | 91,647 | Added |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | $8.3M | 1.06% | 56,718 | Added |
Source: SEC Form 13F filings · as of 2026-03-31