LAKE STREET PRIVATE WEALTH, LLC
Top Portfolio Positions
152 positions ·
$398,137,867 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
158,168 | $40,141,456 | 10.08% | |
| NVDA |
Nvidia Corp
Technology
|
218,193 | $38,052,859 | 9.56% | |
| BAR |
GraniteShares Gold Trust
|
407,472 | $18,796,683 | 4.72% | |
| MSFT |
Microsoft Corp
Technology
|
42,698 | $15,805,518 | 3.97% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
26,885 | $15,517,484 | 3.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
71,641 | $14,920,671 | 3.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
40,940 | $11,772,706 | 2.96% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
10,875 | $9,200,141 | 2.31% | |
| CVX |
Chevron Corp
Energy
|
44,326 | $9,171,049 | 2.30% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,461 | $8,960,407 | 2.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,796,683 | 407,472 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $17,269,933 | 406,447 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $15,264,229 | 401,057 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,062,168 | 400,189 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,408,319 | 402,345 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $10,526,045 | 406,568 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $9,534,599 | 367,139 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $8,393,142 | 365,555 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $8,081,170 | 367,995 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,287,018 | 357,382 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $6,633,135 | 362,863 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $7,753,361 | 407,857 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $8,058,546 | 413,047 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $7,176,968 | 397,616 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $5,321,638 | 323,111 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $4,511,869 | 251,919 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $4,344,076 | 226,254 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $312,978 | 17,244 | Shares | Sole | 2022-01-24 | |
| No 13F history on record for this holder in this stock. | ||||||