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Gabrielle Magdziarz

Lakeridge Wealth Management Llc

Assets Managed
$232.594M
Holdings
169
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
5.72%(2Q avg: 1.76%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lakeridge Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 169 positions.

Assets under management

The assets under management (AUM) of Lakeridge 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 - Q1, they manage 232.594M in assets, with a quarterly growth rate of 5.72% and a 2-quarter average growth rate of 1.76%. The portfolio is managed by Gabrielle Magdziarz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FDVV
Fidelity High Dividend Etf
Recent Activity
Increased 4.71%
8.51%
$19.771M
357,902 shares@ $55.25 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Increased 16.49%
5.11%
$11.883M
245,216 shares@ $48.47 avg price
SHW
Sherwin-williams Co The
Recent Activity
Decreased -0.17%
5.03%
$11.679M
36,433 shares@ $320.56 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 9.92%
3.96%
$9.21M
82,839 shares@ $111.19 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.02%
3.23%
$7.498M
11,478 shares@ $653.24 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.9%
2.92%
$6.774M
26,690 shares@ $253.8 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 3.67%
2.85%
$6.607M
77,877 shares@ $84.85 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 2.92%
2.62%
$6.084M
75,498 shares@ $80.59 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.23%
2.61%
$6.061M
34,756 shares@ $174.4 avg price
JMEE
Jpm Sma & Mid Cap En Eq Et-u
Recent Activity
Increased 0.71%
2.35%
$5.454M
81,690 shares@ $66.77 avg price

1-10 of 169