Long-term investor

Lakeridge Wealth Management LLC @lakeridgewealthmanagemen

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002012028).

Record

  • Tracked since 2025-06-30 (431 days), 104 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.9% · 6 months +8.2% · 1 year +14.8% · all +14.8%
  • Max drawdown -1.2% · Sharpe 1.06 · win rate 21% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 316092113 · 7.3% · long · since 2026-06-30
  • 46432F859 · 5.6% · long · since 2025-06-30
  • 025072885 · 5.2% · long · since 2025-06-30
  • SHW · 4.6% · long · since 2025-06-30
  • 316092840 · 4.6% · long · since 2025-06-30
  • 464287200 · 3.2% · long · since 2025-06-30
  • NVDA · 3.2% · long · since 2025-06-30
  • AAPL · 2.9% · long · since 2025-06-30
  • 46641Q118 · 2.4% · long · since 2025-06-30
  • 025072703 · 2.3% · long · since 2025-06-30
  • 025072604 · 2.1% · long · since 2025-06-30
  • 33733E732 · 2.0% · long · since 2026-06-30

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