LAKE STREET FINANCIAL LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1772031
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$874.3M
Holdings
275
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
LAKE STREET FINANCIAL LLC disclosed 275 positions worth $874.3M in its Form 13F-HR for Q2 2026, followed by $AAPL and $NVDA. During the quarter the fund opened 19 new positions and exited 15 — including a new stake in $MU and a full exit from $MO. The portfolio is most concentrated in Other (48.7% of disclosed assets). All figures are sourced directly from LAKE STREET FINANCIAL LLC’s Form 13F-HR filing with the SEC under CIK 1772031.
AI Fund Analysis
StableVANGUARD INDEX FDS - VALUE
6.6% weight
Held 10 quarters
$AAPL5.1% weight
Held 10 quarters
$NVDA4.9% weight
Held 10 quarters
VANGUARD INDEX FDS - GROWT
4.8% weight
Held 10 quarters
$QQQ2.3% weight
Held 10 quarters
VANGUARD INDEX FDS - VALUE
9 quarters accumulating
ISHARES TR - CORE S&P MCP
9 quarters accumulating
ISHARES TR - MSCI INTL QUA
9 quarters accumulating
INVESCO EXCH TRADED FD TR
9 quarters accumulating
PACER FDS TR - DEVELOPED M
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - VALUE ETF
—Quality
$57.5M263,720 sh- 76.4#84
Quality
$44.8M154,772 sh - 85.9#5
Quality
$43.0M215,118 sh VANGUARD INDEX FDS - GROWTH ETF
—Quality
$41.8M484,778 sh- —
Quality
$19.9M26,985 sh FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW
—Quality
$17.9M299,101 sh- 68.7
Quality
$17.0M71,409 sh - —
Quality
$16.1M408,474 sh - 79.8
Quality
$15.9M42,653 sh ISHARES TR - CORE S&P MCP ETF
—Quality
$14.9M193,849 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - VALUE ETF | — | $57.5M | 263,720 |
| Apple Inc.$AAPL | 76.4#84 | $44.8M | 154,772 |
| NVIDIA CORP$NVDA | 85.9#5 | $43.0M | 215,118 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $41.8M | 484,778 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $19.9M | 26,985 |
| FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $17.9M | 299,101 |
 AMAZON COM INC$AMZN | 68.7 | $17.0M | 71,409 |
 GraniteShares Gold Trust$BAR | — | $16.1M | 408,474 |
 MICROSOFT CORP$MSFT | 79.8 | $15.9M | 42,653 |
| ISHARES TR - CORE S&P MCP ETF | — | $14.9M | 193,849 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LAKE STREET FINANCIAL LLC's 275 positions.
Showing top 10 of 275 holdings.
Sector Allocation
Other
$426.1M
Technology
$222.4M
Financials
$85.7M
Consumer Discretionary
$37.2M
Healthcare
$37.0M
Industrials
$30.9M
Energy
$16.1M
Utilities
$6.9M
Top Holdings — LAKE STREET FINANCIAL LLC (Q2 2026)
Top 150 of 275 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - VALUE ETF | $57.5M | 6.6% | +1% | — |
| 2 | $AAPL | Apple Inc. | $44.8M | 5.1% | -2% | 76.4 |
| 3 | $NVDA | NVIDIA CORP | $43.0M | 4.9% | -1% | 85.9 |
| 4 | — | VANGUARD INDEX FDS - GROWTH ETF | $41.8M | 4.8% | +499% | — |
| 5 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $19.9M | 2.3% | +0% | — |
| 6 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $17.9M | 2.0% | +2% | — |
| 7 | $AMZN | AMAZON COM INC | $17.0M | 1.9% | -0% | 68.7 |
| 8 | $BAR | GraniteShares Gold Trust | $16.1M | 1.9% | +0% | — |
| 9 | $MSFT | MICROSOFT CORP | $15.9M | 1.8% | -0% | 79.8 |
| 10 | — | ISHARES TR - CORE S&P MCP ETF | $14.9M | 1.7% | +0% | — |
| 11 |  $GOOG | Alphabet Inc. | $14.4M | 1.6% | -2% | 78.2 |
| 12 | — | PALMER SQUARE FUNDS TR - CR OPPOR ETF | $13.8M | 1.6% | -8% | — |
| 13 |  $CRWD | CrowdStrike Holdings, Inc. | $12.8M | 1.5% | -2% | 67.7 |
| 14 |  $GOOGL | Alphabet Inc. | $12.7M | 1.5% | -2% | 78.2 |
| 15 | — | ISHARES TR - S&P SML 600 GWT | $12.2M | 1.4% | +0% | — |
| 16 |  $AVGO | Broadcom Inc. | $12.0M | 1.4% | +43% | 84.5 |
| 17 | — | PIMCO ETF TR - MULTISECTOR BD | $11.8M | 1.4% | -5% | — |
| 18 | — | ISHARES INC - CORE MSCI EMKT | $11.8M | 1.4% | +0% | — |
| 19 | — | ISHARES TR - SP SMCP600VL ETF | $11.7M | 1.3% | +0% | — |
| 20 |  $IVZ | Invesco Ltd. | $11.3M | 1.3% | +7% | — |
| 21 |  $GS | GOLDMAN SACHS GROUP INC | $11.0M | 1.3% | -0% | 73.5 |
| 22 | — | ISHARES INC - MSCI JAPAN ETF | $10.7M | 1.2% | +1% | — |
| 23 |  $UNH | UNITEDHEALTH GROUP INC | $10.3M | 1.2% | +0% | 62.7 |
| 24 |  $JPM | JPMORGAN CHASE & CO | $9.6M | 1.1% | -4% | 70.7 |
| 25 |  $SNOW | Snowflake Inc. | $9.1M | 1.1% | -0% | 54.9 |
| 26 | — | ISHARES TR - JPMORGAN USD EMG | $9.0M | 1.0% | +2% | — |
| 27 |  $ABBV | AbbVie Inc. | $8.6M | 1.0% | -2% | 72.6 |
| 28 | — | ISHARES TR - MSCI CHINA ETF | $8.5M | 1.0% | -4% | — |
| 29 |  $META | Meta Platforms, Inc. | $7.7M | 0.9% | -1% | 79.6 |
| 30 |  $COST | COSTCO WHOLESALE CORP /NEW | $7.5M | 0.9% | -1% | 66.2 |
| 31 |  $RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | $7.4M | 0.8% | +4% | — |
| 32 |  $LLY | ELI LILLY & Co | $7.3M | 0.8% | -0% | 87.5 |
| 33 |  $CVX | CHEVRON CORP | $7.2M | 0.8% | -2% | 62.8 |
| 34 | — | ISHARES TR - CORE S&P500 ETF | $7.1M | 0.8% | -4% | — |
| 35 | — | ISHARES INC - MSCI STH KOR ETF | $7.1M | 0.8% | +3% | — |
| 36 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | $7.0M | 0.8% | -2% | — |
| 37 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $6.9M | 0.8% | +2% | — |
| 38 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | $6.9M | 0.8% | -5% | — |
| 39 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $6.7M | 0.8% | +14% | — |
| 40 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $6.7M | 0.8% | -2% | — |
| 41 |  $PLTR | Palantir Technologies Inc. | $6.4M | 0.7% | -3% | 84.6 |
| 42 | $IVZ | Invesco Ltd. | $6.3M | 0.7% | -8% | — |
| 43 |  $HIMS | Hims & Hers Health, Inc. | $6.1M | 0.7% | -14% | 53.4 |
| 44 |  $UBER | Uber Technologies, Inc | $6.1M | 0.7% | +0% | 73.5 |
| 45 |  $BX | Blackstone Inc. | $5.8M | 0.7% | +4% | 74.4 |
| 46 |  $LNG | Cheniere Energy, Inc. | $5.7M | 0.7% | -2% | 66.5 |
| 47 |  $AXON | AXON ENTERPRISE, INC. | $5.3M | 0.6% | +3% | 56.6 |
| 48 |  $BA | BOEING CO | $5.2M | 0.6% | +5% | 61.6 |
| 49 |  $FDX | FEDEX CORP | $5.2M | 0.6% | -2% | 60.3 |
| 50 |  $AMD | ADVANCED MICRO DEVICES INC | $5.2M | 0.6% | -13% | 79.8 |
| 51 |  $NZF | Nuveen Municipal Credit Income Fund | $5.1M | 0.6% | +10% | — |
| 52 | — | JPMORGAN CHASE FINL CO LLC - CAL LKD 44 | $4.9M | 0.6% | -3% | — |
| 53 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $4.9M | 0.6% | +36% | — |
| 54 |  $VST | Vistra Corp. | $4.8M | 0.6% | -1% | 71.9 |
| 55 | — | FLEXSHARES TR - IBOXX 3R TARGT | $4.8M | 0.6% | -4% | — |
| 56 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $4.8M | 0.6% | -3% | 62.9 |
| 57 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $4.7M | 0.5% | -10% | — |
| 58 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $4.6M | 0.5% | +0% | — |
| 59 | — | ALPS ETF TR - ALERIAN MLP | $4.5M | 0.5% | -2% | — |
| 60 |  $HOOD | Robinhood Markets, Inc. | $4.4M | 0.5% | +2% | 82.1 |
| 61 |  $LRCX | LAM RESEARCH CORP | $4.4M | 0.5% | -8% | 79.4 |
| 62 |  $V | VISA INC. | $4.2M | 0.5% | -0% | 82.9 |
| 63 | — | ISHARES TR - CORE US AGGBD ET | $4.1M | 0.5% | -3% | — |
| 64 |  $ULTA | Ulta Beauty, Inc. | $4.0M | 0.5% | +0% | 67.3 |
| 65 |  $PANW | Palo Alto Networks Inc | $4.0M | 0.5% | -7% | 65.5 |
| 66 |  $MU | MICRON TECHNOLOGY INC | $3.5M | 0.4% | NEW | 86.2 |
| 67 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.5M | 0.4% | -3% | 67.6 |
| 68 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $3.2M | 0.4% | +3% | — |
| 69 |  $SPY | SPDR S&P 500 ETF TRUST | $3.2M | 0.4% | -1% | — |
| 70 |  $CRWV | CoreWeave, Inc. | $3.0M | 0.3% | +620% | 52.2 |
| 71 | — | VANGUARD INDEX FDS - MID CAP ETF | $3.0M | 0.3% | +300% | — |
| 72 |  $INTC | INTEL CORP | $2.9M | 0.3% | -2% | 45.6 |
| 73 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | $2.9M | 0.3% | -32% | — |
| 74 | — | ISHARES TR - MSCI INTL QUALTY | $2.6M | 0.3% | +1% | — |
| 75 | — | ISHARES TR - IBOXX INV CP ETF | $2.6M | 0.3% | -3% | — |
| 76 | — | BONDBLOXX ETF TRUST - IR M TAXAWARE | $2.5M | 0.3% | +12% | — |
| 77 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $2.4M | 0.3% | +42% | 68.4 |
| 78 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $2.4M | 0.3% | +17% | — |
| 79 | — | ISHARES TR - U.S. TECH ETF | $2.3M | 0.3% | -0% | — |
| 80 | — | ISHARES TR - 20 YR TR BD ETF | $2.2M | 0.3% | -1% | — |
| 81 | — | VANGUARD INDEX FDS - SMALL CP ETF | $2.2M | 0.3% | +3% | — |
| 82 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.1M | 0.2% | +1% | — |
| 83 | — | INVESCO EXCH TRADED FD TR II - S&P EMRNG MKTS | $2.1M | 0.2% | +4% | — |
| 84 | $BAC | BANK OF AMERICA CORP /DE/ | $2.1M | 0.2% | +1% | 67.6 |
| 85 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $2.1M | 0.2% | +21% | — |
| 86 |  $MCD | MCDONALDS CORP | $1.9M | 0.2% | -6% | 69 |
| 87 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.9M | 0.2% | +0% | 70 |
| 88 | — | SSGA ACTIVE TR - SST BRIDGEWATER | $1.9M | 0.2% | +18% | — |
| 89 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $1.9M | 0.2% | +1% | — |
| 90 |  $WMT | Walmart Inc. | $1.8M | 0.2% | -2% | 60.2 |
| 91 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $1.8M | 0.2% | +0% | — |
| 92 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.7M | 0.2% | -0% | — |
| 93 |  $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | $1.7M | 0.2% | +14% | — |
| 94 |  $TER | TERADYNE, INC | $1.7M | 0.2% | -10% | 77.3 |
| 95 |  $TSLA | Tesla, Inc. | $1.7M | 0.2% | +9% | 53.9 |
| 96 |  $JNJ | JOHNSON & JOHNSON | $1.7M | 0.2% | -21% | 69 |
| 97 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.6M | 0.2% | +2% | — |
| 98 |  $ARM | ARM HOLDINGS PLC /UK | $1.6M | 0.2% | -16% | — |
| 99 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $1.5M | 0.2% | +2% | — |
| 100 | — | COLUMBIA ETF TR I - MULTI SEC MUNI | $1.4M | 0.2% | +0% | — |
| 101 |  $NTAP | NetApp, Inc. | $1.4M | 0.2% | +0% | 66.8 |
| 102 | — | PACER FDS TR - US CASH COWS 100 | $1.3M | 0.1% | +4% | — |
| 103 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $1.3M | 0.1% | +12% | — |
| 104 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $1.3M | 0.1% | -1% | — |
| 105 | — | VANGUARD WORLD FD - INF TECH ETF | $1.3M | 0.1% | +867% | — |
| 106 |  $VZ | VERIZON COMMUNICATIONS INC | $1.3M | 0.1% | +12% | 65.8 |
| 107 | — | ISHARES TR - MSCI USA QLT FCT | $1.2M | 0.1% | -10% | — |
| 108 |  $QCOM | QUALCOMM INC/DE | $1.2M | 0.1% | -4% | 70.5 |
| 109 |  $MPT | MEDICAL PROPERTIES TRUST INC | $1.2M | 0.1% | +2% | 38.2 |
| 110 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $1.2M | 0.1% | -25% | — |
| 111 | — | PACER FDS TR - DEVELOPED MRKT | $1.2M | 0.1% | +5% | — |
| 112 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.2M | 0.1% | -3% | 73.8 |
| 113 |  $ASML | ASML HOLDING NV | $1.1M | 0.1% | +7% | — |
| 114 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.1% | -7% | 70.3 |
| 115 |  $XOM.R34088 | EXXON MOBIL CORP | $1.1M | 0.1% | +0% | 57.9 |
| 116 |  $HD | HOME DEPOT, INC. | $1.1M | 0.1% | -16% | 60.3 |
| 117 | — | FIRST TR EXCHANGE-TRADED FD - HLTH CARE ALPH | $1.1M | 0.1% | +7% | — |
| 118 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | $1.1M | 0.1% | +11% | — |
| 119 | — | PACER FDS TR - US SM CAP CA ETF | $1.1M | 0.1% | +0% | — |
| 120 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | $1.0M | 0.1% | +13% | — |
| 121 |  $IBIT | iShares Bitcoin Trust ETF | $1.0M | 0.1% | +9% | — |
| 122 |  $NFLX | NETFLIX INC | $1.0M | 0.1% | +2% | 78.8 |
| 123 |  $GLW | CORNING INC /NY | $972,998 | 0.1% | NEW | 73.7 |
| 124 |  $STT | STATE STREET CORP | $960,705 | 0.1% | +5% | 71.5 |
| 125 | — | SPDR SERIES TRUST - ST STR SP DIV | $936,013 | 0.1% | +0% | — |
| 126 | — | J P MORGAN EXCHANGE TRADED F - US RESEARCH ENHN | $923,401 | 0.1% | NEW | — |
| 127 | — | ISHARES TR - US AER DEF ETF | $921,237 | 0.1% | +0% | — |
| 128 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $911,306 | 0.1% | +0% | — |
| 129 |  $BLK | BlackRock, Inc. | $909,394 | 0.1% | -2% | 70 |
| 130 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $899,699 | 0.1% | -25% | — |
| 131 |  $BITB | Bitwise Bitcoin ETF | $896,955 | 0.1% | -29% | — |
| 132 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $872,263 | 0.1% | -5% | — |
| 133 |  $GBCI | GLACIER BANCORP, INC. | $861,386 | 0.1% | -3% | 68.1 |
| 134 | — | ISHARES U S ETF TR - BLOOMBERG ROLL | $809,866 | 0.1% | -0% | — |
| 135 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $765,264 | 0.1% | +1% | 56.5 |
| 136 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $762,972 | 0.1% | +1% | — |
| 137 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $762,605 | 0.1% | +34% | — |
| 138 |  $SHOP | SHOPIFY INC. | $751,304 | 0.1% | +22% | 64.9 |
| 139 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | +0% | 73.8 |
| 140 |  $WMB | WILLIAMS COMPANIES, INC. | $745,841 | 0.1% | -4% | 64.3 |
| 141 |  $WELL | WELLTOWER INC. | $731,070 | 0.1% | +2% | 59.8 |
| 142 |  $WING | Wingstop Inc. | $728,322 | 0.1% | +72% | 62.4 |
| 143 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $700,946 | 0.1% | +7% | — |
| 144 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $699,988 | 0.1% | -15% | — |
| 145 |  $TGT | TARGET CORP | $698,508 | 0.1% | -11% | 60.7 |
| 146 |  $CMI | CUMMINS INC | $680,449 | 0.1% | -0% | 58.1 |
| 147 | — | J P MORGAN EXCHANGE TRADED F - ACTIVEBLDRS EMER | $663,448 | 0.1% | -11% | — |
| 148 | — | J P MORGAN EXCHANGE TRADED F - US MOMENTUM | $662,315 | 0.1% | -11% | — |
| 149 |  $MRK | Merck & Co., Inc. | $649,104 | 0.1% | -1% | 59.9 |
| 150 |  $ETN | Eaton Corp plc | $647,702 | 0.1% | -3% | — |
New Positions (19)
$MU MICRON TECHNOLOGY INC$3.5M$GLW CORNING INC /NY$972,998 J P MORGAN EXCHANGE TRADED F - US RESEARCH ENHN$923,401
ISHARES TR - CORE MSCI TOTAL$575,458
SELECT SECTOR SPDR TR - ST STR STAPL ETF$397,182
$RKLB Rocket Lab Corp$376,918
$HPE Hewlett Packard Enterprise Co$302,733
$FTNT Fortinet, Inc.$297,255 VANGUARD WORLD FD - UTILITIES ETF$283,502
$COHR COHERENT CORP.$272,184
$IONQ IonQ, Inc.$271,626
$GE GENERAL ELECTRIC CO$268,388 ISHARES INC - MSCI EMRG CHN$246,538
$ISRG INTUITIVE SURGICAL INC$235,029
$ROST ROSS STORES, INC.$227,969Exited Positions (15)
$MO ALTRIA GROUP, INC.
$HON HONEYWELL INTERNATIONAL INC PROSHARES TR II
$LMT LOCKHEED MARTIN CORP
$TMUS T-Mobile US, Inc.
$LOW LOWES COMPANIES INC
$SPG SIMON PROPERTY GROUP INC.
$MCK MCKESSON CORP
$PSX Phillips 66 VANGUARD INTL EQUITY INDEX F
$PFE PFIZER INC
$OTF Blue Owl Technology Finance Corp.
$AZN ASTRAZENECA PLC
$PIPR PIPER SANDLER COMPANIES
$SBET Sharplink, Inc.Browse Top Institutional Investors
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