Lake Hills Wealth Management, LLC
CIK: 0001705594SEC EDGAR →
Portfolio Value
$191.6B
Holdings
58
As of
Q4 2025
New Positions
12
Closed Positions
17
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 52,931 | $33.2B | 17.32% |
| 2 | ISHARES TR | 229,112 | $19.0B | 9.90% |
| 3 | SPDR SERIES TRUST | 172,364 | $15.8B | 8.22% |
| 4 | SPDR GOLD TR | 37,869 | $15.0B | 7.83% |
| 5 | ISHARES TR | 94,542 | $9.7B | 5.05% |
| 6 | ISHARES TR | 73,844 | $8.8B | 4.60% |
| 7 | SPDR SERIES TRUST | 79,764 | $8.3B | 4.31% |
| 8 | SELECT SECTOR SPDR TR | 44,827 | $6.9B | 3.62% |
| 9 | VANGUARD INDEX FDS | 33,448 | $6.4B | 3.33% |
| 10 | ISHARES TR | 66,066 | $6.3B | 3.31% |
Quarterly Changes
New Positions (27)
$8.3B · 80K shares
$6.9B · 45K shares
$6.4B · 33K shares
$6.3B · 66K shares
$6.2B · 114K shares
$6.2B · 129K shares
$5.6B · 239K shares
$2.3B · 31K shares
$2.0B · 21K shares
$589.0M · 21K shares
$588.0M · 16K shares
$513.0M · 5K shares
$488.0M · 11K shares
$451.0M · 2K shares
$441.0M · 1K shares
$423.0M · 2K shares
$407.0M · 10K shares
$405.0M · 4K shares
$403.0M · 499 shares
$403.0M · 659 shares
$396.0M · 197 shares
$393.0M · 2K shares
$315.0M · 31K shares
$271.0M · 3K shares
$261.0M · 4K shares
$239.0M · 763 shares
$119.0M · 18K shares
Closed Positions (17)
$10.6B · 145K shares
$6.6B · 20K shares
$4.5B · 108K shares
$3.4B · 52K shares
$551.0M · 1K shares
$548.5M · 5K shares
$522.9M · 4K shares
$450.8M · 8K shares
$445.6M · 2K shares
$372.9M · 7K shares
$322.4M · 333 shares
$318.9M · 6K shares
$304.1M · 2K shares
$298.1M · 4K shares
$284.8M · 844 shares
$245.5M · 2K shares
$238.6M · 199 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $147.9B | 77.2% |
| Unknown | 5 | $23.9B | 12.5% |
| Technology | 8 | $11.2B | 5.8% |
| Industrials | 9 | $3.5B | 1.8% |
| Consumer Cyclical | 3 | $2.2B | 1.2% |
| Energy | 2 | $1.2B | 0.6% |
| Utilities | 3 | $1.0B | 0.5% |
| Communication Services | 2 | $518.0M | 0.3% |
| Healthcare | 1 | $264.0M | 0.1% |