LAKE STREET PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 785,426
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 270 | 785,426 | 13F-HR | LAKE STREET PRIVATE WEALTH, LLC |
| Q4 2025 | 1/7/2026 | 278 | 817,465 | 13F-HR | LAKE STREET PRIVATE WEALTH, LLC |
| Q3 2025 | 11/10/2025 | 277 | 775,728 | 13F-HR | LAKE STREET PRIVATE WEALTH, LLC |
| Q2 2025 | 8/11/2025 | 256 | 702,724 | 13F-HR | LAKE STREET PRIVATE WEALTH, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 445.5 K | 56.7% | 0 | 172.8 K | -172.8 K |
| ETFs | 330.9 K | 42.1% | 146.3 K | 0 | 146.3 K |
| Debt | 9.037 K | 1.2% | 79 | 0 | 79 |
| Other | 0 | 0.0% | 0 | 5.612 K | -5.612 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
785,426
Holdings
270
QoQ value change ($000)
-32,039
(-3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.