LAKE STREET PRIVATE WEALTH, LLC 13F Holdings
CIK 0001772031 · CHICAGO, IL
As of Sep 30, 2025, LAKE STREET PRIVATE WEALTH, LLC reported 277 positions worth $756.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 244,175 | $45.6M | 6.02% |
| VANGUARD VALUE INDEX FUND | VTV | — | 241,396 | $45.0M | 5.95% |
| APPLE INC | AAPL | Technology | 149,964 | $38.2M | 5.05% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 77,397 | $37.1M | 4.91% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 38,800 | $23.3M | 3.08% |
| MICROSOFT CORP | MSFT | Technology | 43,051 | $22.3M | 2.95% |
| GRANITESHARES GOLD TRUST | BAR | — | 401,057 |