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CIK 0001705594 • 6 13F filings • Apr 11, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $380K | 0.3% | 3,695 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $397K | 0.3% | 3,000 SH | |
| ALPS ETF TR | ALERIAN MLP | $7.1M | 4.9% | 136,254 SH | |
| ALTRIA GROUP INC | COM | $279K | 0.2% | 4,653 SH | |
| AMAZON COM INC | COM | $2.0M | 1.4% | 10,288 SH | |
| APPLE INC | COM | $2.3M | 1.6% | 10,342 SH | |
| AUTOMATIC DATA PROCESSING IN | COM | $31K | 0.0% | 12,100 SH | |
| CELSIUS HLDGS INC | COM NEW | $606K | 0.4% | 17,013 SH | |
| CHIPOTLE MEXICAN GRILL INC | COM | $461K | 0.3% | 9,183 SH | |
| CINTAS CORP | COM | $814K | 0.6% | 3,960 SH | |
| D R HORTON INC | COM | $420K | 0.3% | 3,307 SH | |
| FREEPORT-MCMORAN INC | CL B | $436K | 0.3% | 11,523 SH | |
| GLOBAL X FDS | LITHIUM BTRY ETF | $309K | 0.2% | 7,955 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $9.6M | 6.6% | 55,510 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $7.8M | 5.4% | 16,738 SH | |
| ISHARES TR | 0-3 MNTH TREASRY | $969K | 0.7% | 9,630 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $4.7M | 3.2% | 45,413 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $17.9M | 12.4% | 216,888 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $5.1M | 3.5% | 43,273 SH | |
| ISHARES TR | CORE S&P500 ETF | $854K | 0.6% | 1,520 SH | |
| ISHARES TR | CORE US AGGBD ET | $1.9M | 1.3% | 19,448 SH | |
| ISHARES TR | MSCI INDIA ETF | $5.5M | 3.8% | 107,259 SH | |
| ISHARES TR | SHORT TREAS BD | $649K | 0.4% | 5,874 SH | |
| ISHARES TR | TIPS BD ETF | $211K | 0.1% | 1,900 SH | |
| ISHARES TR | U.S. MED DVC ETF | $4.2M | 2.9% | 68,971 SH | |
| ISHARES TR | US HOME CONS ETF | $5.9M | 4.1% | 62,214 SH | |
| JD.COM INC | SPON ADS CL A | $341K | 0.2% | 8,294 SH | |
| META PLATFORMS INC | CL A | $310K | 0.2% | 537 SH | |
| MOSAIC CO NEW | COM | $235K | 0.2% | 8,689 SH | |
| NATERA INC | COM | $440K | 0.3% | 3,112 SH | |
| PURECYCLE TECHNOLOGIES INC | COM | $419K | 0.3% | 60,600 SH | |
| REGENERON PHARMACEUTICALS | COM | $391K | 0.3% | 616 SH | |
| REKOR SYSTEMS INC | COM | $165K | 0.1% | 185,612 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $8.2M | 5.6% | 87,421 SH | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $6.1M | 4.2% | 30,803 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $6.5M | 4.5% | 82,340 SH | |
| SPDR GOLD TR | GOLD SHS | $10.3M | 7.1% | 35,881 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $19.1M | 13.2% | 207,905 SH | |
| SPDR SER TR | S&P METALS MNG | $7.0M | 4.8% | 124,714 SH | |
| VALERO ENERGY CORP | COM | $415K | 0.3% | 3,141 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $572K | 0.4% | 1,114 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $3.2M | 2.2% | 54,502 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $315K | 0.2% | 1,622 SH |
| Q3 2025 |
| 13F-HR |
| 0001214659-25-014903 |
| $187.3M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008272 | $220.0M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010197 | $174.7M | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004538 | $178.8M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001214659-25-005776 | $144.8M | View |