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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 | $246K | 0.1% | 1,517 SH | New |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $607K | 0.3% | 3,395 SH | New |
| ALPHABET INC | CAP STK CL A | $446K | 0.2%Prev: 0.5% | 1,833 SH | Decreased-1,245 SH |
| ALPS ETF TR | ALERIAN MLP | $4.7M | 2.5% | 101,033 SH | New |
| AMAZON COM INC | COM | $1.7M | 0.9%Prev: 0.7% | 7,769 SH | Increased+1,344 SH |
| APPLE INC | COM | $2.6M | 1.4%Prev: 1.4% | 10,202 SH | Decreased-116 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $322K | 0.2% | 333 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $551K | 0.3% | 1,096 SH | New |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | $373K | 0.2% | 7,180 SH | New |
| CINTAS CORP | COM | $855K | 0.5%Prev: 0.3% | 4,164 SH | Increased |
| COINBASE GLOBAL INC | COM CL A | $285K | 0.2% | 844 SH | New |
| CONSTELLATION ENERGY CORP | COM | $268K | 0.1% | 814 SH | New |
| COREWEAVE INC | COM CL A | $523K | 0.3% | 3,821 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $387K | 0.2% | 790 SH | New |
| DELL TECHNOLOGIES INC | CL C | $304K | 0.2% | 2,145 SH | New |
| GE VERNOVA INC | COM | $319K | 0.2%Prev: 0.5% | 518 SH | Decreased-350 SH |
| GLOBAL X FDS | LITHIUM BTRY ETF | $451K | 0.2%Prev: 1.9% | 7,930 SH | Decreased-46,258 SH |
| HIMS & HERS HEALTH INC | COM CL A | $319K | 0.2% | 5,623 SH | New |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | $10.6M | 5.7% | 144,824 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $344K | 0.2% | 1,815 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $15.5M | 8.3%Prev: 1.0% | 25,851 SH | Increased+22,926 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $3.4M | 1.8% | 51,789 SH | New |
| ISHARES ETHEREUM TR | SHS | $2.4M | 1.3% | 76,248 SH | New |
| ISHARES SILVER TR | ISHARES | $4.7M | 2.5%Prev: 1.3% | 111,951 SH | Increased+59,575 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $5.7M | 3.0%Prev: 2.2% | 55,246 SH | Increased+7,595 SH |
| ISHARES TR | 1 3 YR TREAS BD | $43.0M | 22.9%Prev: 4.7% | 517,739 SH | Increased+392,991 SH |
| ISHARES TR | 3 7 YR TREAS BD | $5.5M | 3.0% | 46,434 SH | New |
| ISHARES TR | CORE S&P500 ETF | $1.0M | 0.5%Prev: 0.5% | 1,520 SH | Decreased |
| ISHARES TR | CORE US AGGBD ET | $2.0M | 1.0% | 19,527 SH | New |
| ISHARES TR | SHORT TREAS BD | $533K | 0.3% | 4,822 SH | New |
| KRANESHARES TRUST | CSI CHI INTERNET | $4.5M | 2.4%Prev: 2.6% | 107,763 SH | Decreased-127,424 SH |
| META PLATFORMS INC | CL A | $930K | 0.5%Prev: 0.1% | 1,266 SH | Increased+856 SH |
| NATERA INC | COM | $596K | 0.3% | 3,705 SH | New |
| NETFLIX INC | COM | $239K | 0.1% | 199 SH | New |
| NEWMONT CORP | COM | $298K | 0.2% | 3,536 SH | New |
| NVIDIA CORPORATION | COM | $1.7M | 0.9%Prev: 0.7% | 9,317 SH | Increased+1,892 SH |
| PURECYCLE TECHNOLOGIES INC | COM | $883K | 0.5%Prev: 0.1% | 67,148 SH | Increased+33,089 SH |
| REKOR SYSTEMS INC | COM | $38K | 0.0%Prev: 0.0% | 24,063 SH | Increased-2,137 SH |
| SNOWFLAKE INC | COM SHS | $410K | 0.2% | 1,818 SH | New |
| SPDR GOLD TR | GOLD SHS | $16.2M | 8.6%Prev: 7.3% | 45,502 SH | Increased+1,716 SH |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $6.3M | 3.3% | 68,213 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SH TSR | $334K | 0.2% | 11,390 SH | New |
| VANECK ETF TRUST | JP MRGAN EM LOC | $2.1M | 1.1%Prev: 1.3% | 82,748 SH | Decreased-28,660 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $6.6M | 3.5% | 20,252 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $34.8M | 18.6%Prev: 10.4% | 56,790 SH | Increased+23,465 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $434K | 0.2%Prev: 0.3% | 7,372 SH | Decreased-2,732 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $350K | 0.2%Prev: 0.2% | 1,622 SH | Increased+144 SH |
| WALMART INC | COM | $548K | 0.3% | 5,322 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 |