Holdings of Lake Hills Wealth Management, LLC
60 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 60.8 % of the equity sleeve
Sector breakdown
- Funds 22.1 %
- Technology 2.4 %
- Industrials 1.6 %
- Consumer discretionary 0.9 %
- Energy 0.7 %
- Materials 0.6 %
- Health care 0.4 %
- Utilities 0.3 %
- Communication 0.3 %
- Unattributed 70.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 60 | 171.8M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard S&P 500 ETF | 32,870 | 19.6M $ | |
| 2 | SPDR Gold Shares | 40,051 | 17.2M $ | |
| 3 | SPDR Series Trust | 91,973 | 11.7M $ | |
| 4 | iShares Trust | 32,033 | 10.5M $ | |
| 5 | iShares Trust | 76,419 | 9.1M $ | |
| 6 | Select Sector Spdr Trust | 130,485 | 8M $ | |
| 7 | Invesco Solar ETF | 131,468 | 7.3M $ | |
| 8 | SELECT SECTOR SPDR TRUST (THE) | 54,369 | 7.2M $ | |
| 9 | iShares 0-5 Year TIPS Bond ETF | 67,987 | 7M $ | |
| 10 | ALPS ETF Trust | 127,734 | 6.7M $ | |
| 11 | iShares Trust | 80,619 | 6.7M $ | |
| 12 | iShares MSCI South Korea ETF | 51,414 | 6.3M $ | |
| 13 | Global X US Infrastructure Development ETF | 109,212 | 5.5M $ | |
| 14 | VanEck J. P. Morgan EM Local Currency Bond ETF | 200,183 | 5M $ | |
| 15 | Vanguard Charlotte Funds | 104,230 | 5M $ | |
| 16 | Global X Lithium & Battery Tec | 55,841 | 4.2M $ | |
| 17 | Global X Funds | 54,344 | 4.1M $ | |
| 18 | iShares Silver Trust | 43,965 | 3M $ | |
| 19 | VanEck Rare Earth and Strategi | 30,826 | 2.7M $ | |
| 20 | Apple Inc | 9,840 | 2.5M $ | |
| 21 | iShares Trust | 21,518 | 2.1M $ | |
| 22 | iShares Core U.S. Aggregate Bond ETF | 20,622 | 2M $ | |
| 23 | Invesco QQQ Trust Series 1 | 2,496 | 1.4M $ | |
| 24 | SPDR Series Trust | 15,316 | 1.4M $ | |
| 25 | Amazon.com Inc | 6,373 | 1.3M $ | |
| 26 | NVIDIA Corp | 6,690 | 1.2M $ | |
| 27 | iShares Core S&P 500 ETF | 1,520 | 992.9K $ | |
| 28 | Kinder Morgan, Inc. | 21,552 | 722.6K $ | |
| 29 | Cintas Corp | 4,164 | 704.3K $ | |
| 30 | Vanguard Scottsdale Funds | 10,355 | 606.2K $ | |
| 31 | GE Vernova Inc | 634 | 553.4K $ | |
| 32 | Halliburton Co | 13,413 | 523K $ | |
| 33 | iShares National Muni Bond ETF | 4,892 | 519.3K $ | |
| 34 | iShares 0-1 Year Treasury Bond ETF | 4,404 | 486.2K $ | |
| 35 | Moderna Inc | 9,346 | 474.8K $ | |
| 36 | EMCOR Group Inc | 638 | 471K $ | |
| 37 | Constellation Energy Corp. | 1,619 | 452.1K $ | |
| 38 | Lockheed Martin Corp | 746 | 451K $ | |
| 39 | Illinois Tool Works Inc | 1,629 | 424K $ | |
| 40 | T1 Energy Inc | 89,913 | 394.7K $ | |
| 41 | United Parcel Service Inc | 3,849 | 378.7K $ | |
| 42 | PureCycle Technologies Inc | 72,510 | 376.3K $ | |
| 43 | abrdn Platinum ETF Trust | 2,081 | 370.9K $ | |
| 44 | Freeport-McMoRan Inc | 5,518 | 324.3K $ | |
| 45 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 1,478 | 317.9K $ | |
| 46 | Southwest Airlines Co | 8,104 | 304.5K $ | |
| 47 | Western Digital Corp | 1,017 | 275.1K $ | |
| 48 | Sandisk Corp/DE | 425 | 270K $ | |
| 49 | Albemarle Corp | 1,427 | 256.2K $ | |
| 50 | Snowflake Inc | 1,595 | 240.6K $ | |
| 51 | Natera Inc | 1,177 | 235.4K $ | |
| 52 | Meta Platforms Inc | 410 | 234.7K $ | |
| 53 | Comfort Systems USA Inc | 170 | 234.4K $ | |
| 54 | Newmont Corp | 2,106 | 228K $ | |
| 55 | iShares Trust | 2,256 | 227.1K $ | |
| 56 | Tapestry Inc | 1,552 | 219K $ | |
| 57 | Alphabet Inc | 755 | 216.5K $ | |
| 58 | Viatris Inc | 13,176 | 178K $ | |
| 59 | TIC Solutions Inc | 13,417 | 88.3K $ | |
| 60 | REKOR SYSTEMS INC | 15,000 | 12.3K $ | |