Holdings
Lake Street Private Wealth, LLC
As of Jun 30, 2026, Lake Street Private Wealth, LLC reported 135 positions worth US$406M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 155K | US$44.8M | −3,396 | Jun 30, 2026 |
| Nvidia Corporation | 215K | US$43M | −3,075 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 75,898 | US$27.1M | −1,598 | Jun 30, 2026 |
| Amazon.com, Inc. | 71,409 | US$17M | −232 | Jun 30, 2026 |
| Microsoft Corp. | 42,653 | US$15.9M | −45 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 16,719 | US$12.8M | −300 | Jun 30, 2026 |
| Broadcom Inc. | 31,678 | US$12M | +9,502 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 10,870 | US$11M | −5 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 24,723 | US$10.3M | +33 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 29,272 | US$9.58M | −1,189 | Jun 30, 2026 |