Loading…
CIK 0001705594 • 6 13F filings • Apr 11, 2025 – Jul 7, 2026
Import this data to Google Sheets with:
=jivedata("lake-hills-wealth-management-llc-0001705594-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $528K | 0.3% | 3,719 SH | New |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $577K | 0.3% | 5,086 SH | New |
| ALPHABET INC | CAP STK CL A | $562K | 0.3% | 3,188 SH | New |
| ALPS ETF TR | ALERIAN MLP | $4.9M | 2.8%Prev: 3.8% | 99,397 SH | Decreased-28,337 SH |
| AMAZON COM INC | COM | $1.4M | 0.8%Prev: 0.7% | 6,391 SH | Increased+18 SH |
| APPLE INC | COM | $2.1M | 1.2%Prev: 1.4% | 10,476 SH | Decreased+636 SH |
| APPLIED DIGITAL CORP | COM NEW | $184K | 0.1% | 18,224 SH | New |
| CCC INTELLIGENT SOLUTIONS HL | COM | $592K | 0.3% | 62,932 SH | New |
| CHIPOTLE MEXICAN GRILL INC | COM | $520K | 0.3% | 9,268 SH | New |
| CINTAS CORP | COM | $883K | 0.5%Prev: 0.4% | 3,960 SH | Increased-204 SH |
| CONSTELLATION ENERGY CORP | COM | $259K | 0.1%Prev: 0.3% | 804 SH | Decreased-815 SH |
| CROWDSTRIKE HLDGS INC | CL A | $314K | 0.2% | 616 SH | New |
| FIRST SOLAR INC | COM | $434K | 0.2% | 2,623 SH | New |
| FREEPORT-MCMORAN INC | CL B | $497K | 0.3% | 11,454 SH | New |
| GE VERNOVA INC | COM | $269K | 0.2%Prev: 0.3% | 508 SH | Decreased-126 SH |
| GLOBAL X FDS | LITHIUM BTRY ETF | $305K | 0.2%Prev: 2.3% | 7,930 SH | Decreased-47,911 SH |
| GODADDY INC | CL A | $293K | 0.2% | 1,625 SH | New |
| HIMS & HERS HEALTH INC | COM CL A | $277K | 0.2% | 5,547 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $6.5M | 3.7% | 89,756 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $11.3M | 6.5% | 62,283 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $14.1M | 8.1%Prev: 0.8% | 25,640 SH | Increased+23,144 SH |
| ISHARES SILVER TR | ISHARES | $6.7M | 3.8%Prev: 1.7% | 202,837 SH | Increased+158,872 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $5.6M | 3.2%Prev: 3.9% | 54,008 SH | Decreased-13,979 SH |
| ISHARES TR | 1 3 YR TREAS BD | $13.0M | 7.4%Prev: 3.7% | 156,803 SH | Increased+76,184 SH |
| ISHARES TR | 3 7 YR TREAS BD | $5.4M | 3.1%Prev: 5.1% | 45,123 SH | Decreased-31,296 SH |
| ISHARES TR | CORE S&P500 ETF | $944K | 0.5%Prev: 0.6% | 1,520 SH | Decreased |
| ISHARES TR | CORE US AGGBD ET | $1.9M | 1.1%Prev: 1.1% | 19,012 SH | Decreased-1,610 SH |
| ISHARES TR | ISHARES SEMICDTR | $6.0M | 3.4%Prev: 5.9% | 25,105 SH | Decreased-6,928 SH |
| ISHARES TR | MSCI INDIA ETF | $6.1M | 3.5% | 108,764 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $17.2M | 9.9% | 79,743 SH | New |
| ISHARES TR | SHORT TREAS BD | $663K | 0.4% | 6,006 SH | New |
| KLA CORP | COM NEW | $260K | 0.1% | 290 SH | New |
| META PLATFORMS INC | CL A | $895K | 0.5%Prev: 0.1% | 1,212 SH | Increased+802 SH |
| NATERA INC | COM | $561K | 0.3%Prev: 0.1% | 3,322 SH | Increased+2,145 SH |
| NETFLIX INC | COM | $266K | 0.2% | 199 SH | New |
| NEWMONT CORP | COM | $417K | 0.2%Prev: 0.1% | 7,153 SH | Increased+5,047 SH |
| NVIDIA CORPORATION | COM | $843K | 0.5%Prev: 0.7% | 5,334 SH | Decreased-1,356 SH |
| OKTA INC | CL A | $535K | 0.3% | 5,348 SH | New |
| OSCAR HEALTH INC | CL A | $502K | 0.3% | 23,426 SH | New |
| PURECYCLE TECHNOLOGIES INC | COM | $908K | 0.5%Prev: 0.2% | 66,270 SH | Increased-6,240 SH |
| REKOR SYSTEMS INC | COM | $110K | 0.1%Prev: 0.0% | 94,838 SH | Increased+79,838 SH |
| ROBINHOOD MKTS INC | COM CL A | $290K | 0.2% | 3,102 SH | New |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $12.2M | 7.0% | 90,806 SH | New |
| SEZZLE INC | COM | $1.1M | 0.6% | 6,017 SH | New |
| SNOWFLAKE INC | CL A | $540K | 0.3% | 2,414 SH | New |
| SPDR GOLD TR | GOLD SHS | $7.1M | 4.1%Prev: 9.6% | 23,292 SH | Decreased-16,759 SH |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $2.5M | 1.4% | 27,191 SH | New |
| TRUPANION INC | COM | $204K | 0.1% | 3,691 SH | New |
| VANECK ETF TRUST | JP MRGAN EM LOC | $2.0M | 1.2%Prev: 2.8% | 80,038 SH | Decreased-120,145 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $32.0M | 18.3%Prev: 11.0% | 56,333 SH | Increased+23,463 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $446K | 0.3%Prev: 0.3% | 7,588 SH | Decreased-2,767 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $332K | 0.2%Prev: 0.2% | 1,622 SH | Increased+144 SH |
| ZETA GLOBAL HOLDINGS CORP | CL A | $405K | 0.2% | 26,142 SH | New |
| 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 |