LAKE STREET PRIVATE WEALTH, LLC

CIK

1772031

City

CHICAGO

State / Country

Stock

Top Portfolio Positions

152 positions · $403,121,158 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	158,168	$40,141,456	9.96%
NVDA	Nvidia Corp Technology	218,193	$38,052,859	9.44%
BAR	GraniteShares Gold Trust	407,472	$18,796,683	4.66%
MSFT	Microsoft Corp Technology	42,698	$15,805,518	3.92%
QQQ	Invesco Qqq Trust, Series 1	26,885	$15,517,484	3.85%
AMZN	Amazon Com Inc Consumer Cyclical	71,641	$14,920,671	3.70%
GOOGL	Alphabet Inc. Communication Services	40,940	$11,772,706	2.92%
GS	Goldman Sachs Group Inc Financial Services	10,875	$9,200,141	2.28%
CVX	Chevron Corp Energy	44,326	$9,171,049	2.28%
JPM	Jpmorgan Chase & Co Financial Services	30,461	$8,960,407	2.22%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,573,927	419,475	+5.1%	Shares	Sole	2026-04-13
2025-12-31	$3,551,767	399,075	-1.5%	Shares	Sole	2026-01-07
2025-09-30	$3,849,637	405,225	+9.4%	Shares	Sole	2025-11-10
2025-06-30	$3,610,181	370,275	-4.6%	Shares	Sole	2025-08-11
2025-03-31	$3,717,519	388,050	-1.1%	Shares	Sole	2025-04-10
2024-12-31	$3,849,444	392,400	-10.5%	Shares	Sole	2025-01-15
2024-09-30	$4,409,298	438,300	+0.9%	Shares	Sole	2024-10-22
2024-06-30	$4,210,305	434,500	+8.2%	Shares	Sole	2024-07-12
2024-03-31	$3,931,174	401,550	+22.9%	Shares	Sole	2024-04-19
2023-12-31	$3,082,195	326,850	+36.5%	Shares	Sole	2024-01-10
2023-09-30	$2,066,885	239,500	+27.4%	Shares	Sole	2023-10-20
2023-06-30	$1,676,514	187,950	+8.9%	Shares	Sole	2023-07-18
2023-03-31	$1,504,418	172,525	-3.3%	Shares	Sole	2023-04-17
2022-12-31	$1,559,958	178,485	-1.1%	Shares	Sole	2023-01-25
2022-09-30	$1,543,146	180,485	-6.3%	Shares	Sole	2022-10-21
2022-06-30	$1,834,858	192,535	-46.5%	Shares	Sole	2022-07-12
2022-03-31	$3,875,692	359,860	-1.5%	Shares	Sole	2022-05-09
2021-12-31	$4,507,308	365,260	+0.1%	Shares	Sole	2022-01-24
2021-09-30	$4,453,122	365,010	-0.4%	Shares	Sole	2021-10-07
2021-06-30	$4,514,171	366,410	+2.0%	Shares	Sole	2021-07-14
2021-03-31	$4,217,712	359,260	+3.4%	Shares	Sole	2021-04-16
2020-12-31	$3,972,039	347,510	+14.4%	Shares	Sole	2021-01-19
2020-09-30	$3,243,857	303,732	-6.1%	Shares	Sole	2020-10-09
2020-06-30	$3,288,469	323,350	+4.2%	Shares	Sole	2020-07-14
2020-03-31	$2,730,860	310,325	—	Shares	Sole	2020-04-07
No 13F history on record for this holder in this stock.