Jack C. Marino Jr.
Lake Hills Wealth Management, Llc
Assets Managed
$220.035M
Holdings
62
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
23.06%(2Q avg: 8.19%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Lake Hills Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 62 positions.
Assets under management
The assets under management (AUM) of Lake Hills Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 220.035M in assets, with a quarterly growth rate of 23.06% and a 2-quarter average growth rate of 8.19%. The portfolio is managed by Jack C. Marino Jr., and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VOO Vanguard S&p 500 Etf
| 10.41% | $22.888M 33,325 shares@ $686.81 avg price | Increased 1.39% |
GLD Spdr Gold Shares
| 7.34% | $16.13M 43,786 shares@ $368.39 avg price | Increased 9.33% |
XBI Spdr S&p Biotech Etf
| 7.24% | $15.926M 100,636 shares@ $158.25 avg price | Increased 9.42% |
TAN Invesco Solar Etf
| 5.8% | $12.752M 215,589 shares@ $59.15 avg price | Increased 63.99% |
EWY Ishares Msci South Korea Etf
| 5.04% | $11.077M 54,866 shares@ $201.9 avg price | Increased 6.72% |
SHY Ishares 1-3 Year Treasury Bo
| 4.66% | $10.243M 124,748 shares@ $82.11 avg price | Increased 54.74% |
XLE Energy Select Sector Spdr
| 4.45% | $9.787M 184,271 shares@ $53.12 avg price | Increased 41.23% |
SOXX Ishares Semiconductor Etf
| 4.37% | $9.609M 14,996 shares@ $640.77 avg price | Decreased -53.18% |
XLK Technology Select Sect Spdr
| 4.22% | $9.275M 48,683 shares@ $190.52 avg price | Decreased -10.45% |
PAVE Global X Us Infrastructure
| 3.01% | $6.619M 112,343 shares@ $58.93 avg price | Increased 2.87% |
1-10 of 62