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CIK 0001705594 • 6 13F filings • Apr 11, 2025 – Jul 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.1M | 0.5%Prev: 0.3% | 3,078 SH | Increased-110 SH |
| ALPHABET INC | CAP STK CL C | $389K | 0.2% | 1,102 SH | New |
| AMAZON COM INC | COM | $1.5M | 0.7%Prev: 0.8% | 6,425 SH | Increased+34 SH |
| APPLE INC | COM | $3.0M | 1.4%Prev: 1.2% | 10,318 SH | Increased-158 SH |
| CATERPILLAR INC | COM | $987K | 0.4% | 927 SH | New |
| CINTAS CORP | COM | $708K | 0.3%Prev: 0.5% | 4,164 SH | Decreased+204 SH |
| COMFORT SYS USA INC | COM | $834K | 0.4% | 421 SH | New |
| FIRST TR EXCHANGE-TRADED FD | NAT GAS ETF | $6.0M | 2.7% | 227,137 SH | New |
| FUNDRISE INNOVATION FD LLC | COM SHS | $300K | 0.1% | 3,471 SH | New |
| GE VERNOVA INC | COM | $1.0M | 0.5%Prev: 0.2% | 868 SH | Increased+360 SH |
| GLOBAL X FDS | GLOBAL X COPPER | $4.2M | 1.9% | 54,376 SH | New |
| GLOBAL X FDS | GLOBAL X URANIUM | $2.3M | 1.0% | 52,715 SH | New |
| GLOBAL X FDS | LITHIUM BTRY ETF | $4.2M | 1.9%Prev: 0.2% | 54,188 SH | Increased+46,258 SH |
| GLOBAL X FDS | US INFR DEV ETF | $6.6M | 3.0% | 112,343 SH | New |
| HUMANA INC | COM | $864K | 0.4% | 2,174 SH | New |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $856K | 0.4% | 9,832 SH | New |
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | $12.8M | 5.8% | 215,589 SH | New |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $1.6M | 0.7% | 79,144 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $2.2M | 1.0%Prev: 8.1% | 2,925 SH | Decreased-22,715 SH |
| ISHARES INC | MSCI STH KOR ETF | $11.1M | 5.0% | 54,866 SH | New |
| ISHARES SILVER TR | ISHARES | $2.8M | 1.3%Prev: 3.8% | 52,376 SH | Decreased-150,461 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $4.9M | 2.2%Prev: 3.2% | 47,651 SH | Decreased-6,357 SH |
| ISHARES TR | 1 3 YR TREAS BD | $10.2M | 4.7%Prev: 7.4% | 124,748 SH | Decreased-32,055 SH |
| ISHARES TR | CORE S&P500 ETF | $1.1M | 0.5%Prev: 0.5% | 1,520 SH | Increased |
| ISHARES TR | FLTG RATE NT ETF | $5.2M | 2.4% | 102,776 SH | New |
| ISHARES TR | IBOXX HI YD ETF | $2.3M | 1.0% | 28,241 SH | New |
| ISHARES TR | ISHARES SEMICDTR | $9.6M | 4.4%Prev: 3.4% | 14,996 SH | Increased-10,109 SH |
| ISHARES TR | JPMORGAN USD EMG | $2.1M | 0.9% | 21,422 SH | New |
| ISHARES TR | LATN AMER 40 ETF | $6.3M | 2.9% | 188,017 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $383K | 0.2% | 3,556 SH | New |
| ISHARES TR | SHRT NAT MUN ETF | $1.8M | 0.8% | 17,012 SH | New |
| ISHARES TR | TRUST ISHARE 0-1 | $419K | 0.2% | 3,795 SH | New |
| JANUS DETROIT STR TR | HENDRSON AAA CL | $1.7M | 0.8% | 32,727 SH | New |
| KRANESHARES TRUST | CSI CHI INTERNET | $5.8M | 2.6% | 235,187 SH | New |
| META PLATFORMS INC | CL A | $231K | 0.1%Prev: 0.5% | 410 SH | Decreased-802 SH |
| MICRON TECHNOLOGY INC | COM | $914K | 0.4% | 792 SH | New |
| MODERNA INC | COM | $976K | 0.4% | 13,936 SH | New |
| NEBIUS GROUP N.V. | SHS CLASS A | $252K | 0.1% | 913 SH | New |
| NUCOR CORP | COM | $852K | 0.4% | 3,826 SH | New |
| NVIDIA CORPORATION | COM | $1.5M | 0.7%Prev: 0.5% | 7,425 SH | Increased+2,091 SH |
| PURECYCLE TECHNOLOGIES INC | COM | $276K | 0.1%Prev: 0.5% | 34,059 SH | Decreased-32,211 SH |
| REKOR SYSTEMS INC | COM | $18K | 0.0%Prev: 0.1% | 26,200 SH | Decreased-68,638 SH |
| SANDISK CORP | COM | $855K | 0.4% | 376 SH | New |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $9.8M | 4.4% | 184,271 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $9.3M | 4.2% | 48,683 SH | New |
| SPDR GOLD TR | GOLD SHS | $16.1M | 7.3%Prev: 4.1% | 43,786 SH | Increased+20,494 SH |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $3.2M | 1.4% | 34,549 SH | New |
| SPDR SERIES TRUST | ST STR CONV ETF | $2.6M | 1.2% | 24,072 SH | New |
| SPDR SERIES TRUST | ST STR SP BIOT | $15.9M | 7.2% | 100,636 SH | New |
| STEEL DYNAMICS INC | COM | $835K | 0.4% | 3,641 SH | New |
| T1 ENERGY INC | COM NEW | $214K | 0.1% | 22,616 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $1.6M | 0.7% | 54,366 SH | New |
| VANECK ETF TRUST | JP MRGAN EM LOC | $2.8M | 1.3%Prev: 1.2% | 111,408 SH | Increased+31,370 SH |
| VANECK ETF TRUST | OIL SERVICES ETF | $6.3M | 2.9% | 17,013 SH | New |
| VANECK ETF TRUST | RARE EAR STR ETF | $2.9M | 1.3% | 32,488 SH | New |
| VANECK MERK GOLD ETF | GOLD SHS | $244K | 0.1% | 6,329 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $22.9M | 10.4%Prev: 18.3% | 33,325 SH | Decreased-23,008 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $588K | 0.3%Prev: 0.3% | 10,104 SH | Increased+2,516 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $350K | 0.2%Prev: 0.2% | 1,478 SH | Increased-144 SH |
| VANGUARD WELLINGTON FD | SHORT TRM TAX EX | $413K | 0.2% | 4,072 SH | New |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $212K | 0.1% | 1,297 SH | New |
| WESTERN DIGITAL CORP | COM | $749K | 0.3% | 1,173 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 |