Institutional Fund
Lake Street Private Wealth, LLC
Chicago, ILCIK 17720315 filings on record
Portfolio Value
$785.43M
Q1 2026
Holdings
270
Reported positions
New Buys
20
Opened this quarter
QoQ Change
-3.9%
from $817.46M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds6.5%
- Apple Inc5.1%
- Nvidia Corporation4.8%
- Vanguard Index Fds4.5%
- Graniteshares Gold Tr2.4%
- First Tr Exchange-Traded Fd2.2%
- Other74.4%
Portfolio Holdings
270 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 261.7K | $51.35M | 6.5% | +9.6K | Added |
| 2 | Apple Inc | 158.2K | $40.14M | 5.1% | −12.0K | Reduced |
| 3 | Nvidia Corporation | 218.2K | $38.05M | 4.8% | −31.0K | Reduced |
| 4 | Vanguard Index Fds | 81.0K | $35.36M | 4.5% | +1.9K | Added |
| 5 | Graniteshares Gold Tr | 407.5K | $18.79M | 2.4% | +1.0K | Added |
| 6 | First Tr Exchange-Traded Fd | 293.6K | $17.55M | 2.2% | +34.0K | Added |
| 7 | Microsoft Corp | 42.7K | $15.81M | 2.0% | −773 | Reduced |
| 8 | Invesco Qqq Tr | 26.9K | $15.51M | 2.0% | −12.9K | Reduced |
| 9 | Amazon Com Inc | 71.6K | $14.92M | 1.9% | +185 | Added |
| 10 | Palmer Square Funds Trust | 724.8K | $14.87M | 1.9% | +112.7K | Added |
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