Lakeridge Wealth Management LLC LVHI — LEGG MASON ETF INVT

Ownership history in Lakeridge Wealth Management LLC  ·  7 quarters on record

AI Ownership Summary

Lakeridge Wealth Management LLC reported LEGG MASON ETF INVT (LVHI) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 2.07% in 2026 Q1. The latest visible filing shows LVHI at 2.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LVHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lakeridge Wealth Management LLC's position in LEGG MASON ETF INVT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LVHI was reported at 2.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LVHI stock page Lakeridge Wealth Management LLC fund profile Lakeridge Wealth Management LLC full holdings
How Lakeridge Wealth Management LLC held LVHI — position size vs. price
% of Fund (quarterly)    LVHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 118,604 -3,461 -2.8% 2.07% $4.8M 2026-04-08 $40.66
2025 Q4 ADDED — — — 122,065 +3,251 +2.7% 2.04% $4.5M 2026-01-07 $36.30
2025 Q3 ADDED — — — 118,814 +414 +0.3% 1.84% $4.1M 2025-10-17 $33.77
2025 Q2 ADDED — — — 118,400 +4,727 +4.2% 1.77% $3.9M 2025-08-07 $32.08
2025 Q1 ADDED — — — 113,673 +6,557 +6.1% 1.84% $3.7M 2025-04-16 $28.49
2024 Q4 ADDED — — — 107,116 +2,354 +2.2% 1.69% $3.3M 2025-01-30 $29.40
2024 Q3 INITIATED — — — 104,762 — — 1.79% $3.3M 2024-10-07 $28.21

🏢 Other funds also holding LVHI

As of 2026 Q1 — sorted by position size

SIERRA OCEAN, LLC 9.06% MOR Wealth Management, LLC 8.53% Seros Financial, LLC 6.96% Compass Wealth Management, LLC/GA 6.29% Boyce & Associates Wealth Consulting, Inc. 3Y 5.07% SK Wealth Management, LLC 4.64% Piedmont Capital Management, LLC/NC 4.62% Frontier Asset Management, LLC 3Y 4.25% Envision Financial Transparency, LLC 3.93% Park Square Financial Group, LLC 3.91%

FAQ About Lakeridge Wealth Management LLC and LVHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lakeridge Wealth Management LLC reported owning LVHI?

Lakeridge Wealth Management LLC reported LVHI across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported LVHI position in Lakeridge Wealth Management LLC's portfolio?

The largest reported portfolio weight for LVHI was 2.07% in 2026 Q1.

What is the latest reported LVHI position on this page?

The most recent filing on this page is 2026 Q1, when Lakeridge Wealth Management LLC reported 118,604 shares, equal to 2.07% of portfolio, with an estimated market value of $4.8M.

What does the chart on this LVHI ownership page compare?

The chart compares Lakeridge Wealth Management LLC's quarterly LVHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lakeridge Wealth Management LLC time their LVHI position?

Based on 13F filing dates vs. subsequent LVHI price moves, Lakeridge Wealth Management LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on LVHI relative to SPY over the holding period was +12.2%.

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