SEC Form 13F

Lakeridge Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$272,483,257
Positions188

Largest disclosed positions

IssuerTickerClassReported valueReported amount
FIDELITY COVINGTON TRUSTFELCENHANCED LARGE$19,812,502472,739
ISHARES TRISTBCORE 1 5 YR USD$15,369,804318,545
AMERICAN CENTY ETF TRAVUSUS EQT ETF$14,214,026110,978
SHERWIN WILLIAMS COSHWCOM$12,555,21036,464
FIDELITY COVINGTON TRUSTFDVVHIGH DIVID ETF$12,459,322206,657
ISHARES TRIVVCORE S&P500 ETF$8,729,36611,656
NVIDIA CORPORATIONNVDACOM$8,633,83943,150
APPLE INCAAPLCOM$7,876,26727,220
J P MORGAN EXCHANGE TRADED FJMEESMALL & MID CAP$6,430,41982,410
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$6,309,68270,736

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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