Lake Street Private Wealth, LLC
Annual return '25
-6.6%
SPY '25
+17.7%
Alpha
-24.3ptsvs SPY
Invested
$785.4M
Holdings
269
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 47%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
6.5%
02
$AAPL
APPLE INC
Q1 2026: Sold 13.0% (27.9k → 24.3k shares)
5.1%
03
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
4.8%
04
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
4.5%
05
$BAR
GRANITESHARES GOLD TR
Held since at least Q1 2024
2.4%
06
$FTSM
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
2.2%
07
$MSFT
MICROSOFT CORP
Q1 2026: Increased +0.8% (19.7k → 19.9k shares)
2.0%
08
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
2.0%
09
$AMZN
AMAZON COM INC
Held since at least Q1 2024
1.9%
10
$PSQO
PALMER SQUARE FUNDS TR
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:59 UTC.