Lake Street Private Wealth, LLC has filed its latest 13F-HR report, revealing a total of $908,043,058 in assets under management as of September 30, 2026. This substantial figure underscores the firm's investment strategy and its positioning within the financial services industry.
The filing highlights the firm's diverse portfolio, which includes significant stakes in major companies across various sectors. Notably, the report lists investments in technology giants like Amazon and Microsoft, as well as consumer staples such as Procter & Gamble and Coca-Cola. This diversification strategy is indicative of the firm's approach to balancing risk and opportunity in a fluctuating market.
Background
Lake Street Private Wealth, LLC, based in Chicago, Illinois, is a registered investment advisor. The firm operates under the Central Index Key (CIK) number 0001772031 and has undergone a name change from Lake Street Financial LLC in March 2019. The firm specializes in wealth management services, catering to a diverse clientele.
What the Filing Says
The recent filing, dated October 22, 2026, indicates that the firm holds a total of 279 different securities. The report provides a detailed breakdown of the firm's investments, with a focus on individual stock holdings and their respective values.
Impact
This filing may impact various stakeholders, including investors, analysts, and competitors within the financial services sector. The disclosed holdings provide insights into Lake Street's strategic choices and may influence similar firms in their investment decisions.
What's Next
The filing does not specify what actions Lake Street Private Wealth, LLC will take next regarding its portfolio or investment strategy.