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Gabrielle Magdziarz

Lakeridge Wealth Management Llc

Assets Managed
$272.483M
Holdings
188
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
17.15%(2Q avg: 11.44%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Lakeridge Wealth Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 188 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 272.483M in assets, with a quarterly growth rate of 17.15% and a 2-quarter average growth rate of 11.44%. The portfolio is managed by Gabrielle Magdziarz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FELC
Fidelity Enhan Lrg Cap Cor
Recent Activity
New Position
7.28%
$19.813M
472,739 shares@ $41.92 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Increased 29.91%
5.65%
$15.37M
318,545 shares@ $48.26 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 33.97%
5.22%
$14.214M
110,978 shares@ $128.08 avg price
SHW
Sherwin-williams Co The
Recent Activity
Increased 0.09%
4.61%
$12.555M
36,464 shares@ $344.32 avg price
FDVV
Fidelity High Dividend Etf
Recent Activity
Decreased -42.25%
4.58%
$12.459M
206,657 shares@ $60.29 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.56%
3.21%
$8.729M
11,656 shares@ $748.92 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 24.16%
3.17%
$8.634M
43,150 shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.99%
2.9%
$7.876M
27,220 shares@ $289.36 avg price
JMEE
Jpm Sma & Mid Cap En Eq Et-u
Recent Activity
Increased 0.89%
2.36%
$6.43M
82,410 shares@ $78.03 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -9.16%
2.32%
$6.31M
70,736 shares@ $89.21 avg price

1-10 of 188