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Lakeridge Wealth Management LLC
Lakeridge Wealth Management LLC is a Registered Investment Adviser (RIA) headquartered in Mentor, Ohio, with additional offices in Albuquerque, New Mexico and Boulder, Colorado. Founded in 2021, the firm specializes in fiduciary financial planning, investment strategy, risk management, and estate strategy for individuals and advisors across the United States. Lakeridge Wealth Management adopts a team-based approach, bringing diverse backgrounds and experience to offer tailored solutions for wealth accumulation, retirement planning, and personal asset management. The company strives to keep clients on track toward meaningful, purpose-driven financial futures, balancing investment strategies with principal preservation. As of 2025, the firm manages approximately $217 million in assets and serves a broad range of investment needs from first-time investors to retirement-focused clients.
Investment Strategy
Lakeridge Wealth Management's investment philosophy centers on proactive, client-driven planning, emphasizing long-term financial health through custom, risk-aware asset allocation, regular portfolio reviews, and principal preservation. Each client receives personalized attention, with strategies tailored to their unique risk tolerance, time horizon, and life goals. The firm carefully balances growth opportunities with risk management and employs a team approach to bring multi-disciplinary insight for effective decision-making. Services include financial planning, portfolio management, cash flow analysis, and estate planning, with strategies designed to adapt as clients' needs and market conditions evolve.
Latest 13F Filing Activity
Lakeridge Wealth Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 152 equity positions with a total 13F market value of $225M. The fund increased holdings in Ishares TR, Fidelity Covington Trust, Victory Portfolios II among other positions. Lakeridge Wealth Management LLC reduced exposure to Ishares TR, Invesco Exch Traded FD TR II, Nvidia Corporation among others.
Top Holdings
Equity Positions (152)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FDVV | FIDELITY COVINGTON TRUST | 8.39% | $18.9M | 338,756 | $44.22 | $55.71 | +$1.4M |
S SHW | SHERWIN WILLIAMS CO | 5.68% | $12.8M | 36,913 | $312.47 | $346.26 | +$74.1K |
I ISTB | ISHARES TR | 4.57% | $10.3M | 210,446 | $47.75 | $48.84 | +$57.3K |
F FNX | FIRST TR EXCHANGE-TRADED ALP | 4.07% | $9.2M | 72,986 | $106.17 | $125.41 | -$2.8K |
A AVUS | AMERICAN CENTY ETF TR | 3.88% | $8.7M | 80,280 | $87.88 | $108.70 | +$569.2K |
Industry Allocation
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