1y return+23.4%S&P 500 +20.9%
3y return+45.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $146 against $195 in the S&P 500.2
Lake Hills Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $22.9M | 10.4% | +1.4% |
| GLDSpdr Gold Tr | $16.1M | 7.3% | +9.3% |
| XBISpdr Series Trust | $15.9M | 7.2% | +9.4% |
| TANInvesco Exch Traded Fd Tr II | $12.8M | 5.8% | +64.0% |
| EWYIshares Inc | $11.1M | 5.0% | +6.7% |
| SHYIshares Tr | $10.2M | 4.7% | +54.7% |
| XLESelect Sector Spdr Tr | $9.8M | 4.4% | +41.2% |
| SOXXIshares Tr | $9.6M | 4.4% | −53.2% |
| XLKSelect Sector Spdr Tr | $9.3M | 4.2% | −10.5% |
| PAVEGlobal X Fds | $6.6M | 3.0% | +2.9% |
| ILFIshares Tr | $6.3M | 2.9% | New |
| OIHVaneck Etf Trust | $6.3M | 2.9% | New |
| FCGFirst Tr Exchange-traded Fd | $6.0M | 2.7% | +3.2% |
| KWEBKraneshares Trust | $5.8M | 2.6% | New |
| FLOTIshares Tr | $5.2M | 2.4% | New |
| STIPIshares Tr | $4.9M | 2.2% | −29.9% |
| LITGlobal X Fds | $4.2M | 1.9% | −3.0% |
| COPXGlobal X Fds | $4.2M | 1.9% | |
| BILSpdr Series Trust | $3.2M | 1.4% | +125.6% |
| AAPLApple Inc | $3.0M | 1.4% | +4.9% |
| REMXVaneck Etf Trust | $2.9M | 1.3% | +5.4% |
| EMLCVaneck Etf Trust | $2.8M | 1.3% | −44.3% |
| SLVIshares Silver Tr | $2.8M | 1.3% | +19.1% |
| CWBSpdr Series Trust | $2.6M | 1.2% | New |
| URAGlobal X Fds | $2.3M | 1.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $1.5M |
| QQQInvesco Qqq Tr | December 31, 2022 | +176.6% | $2.2M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $3.0M |
| GEVGe Vernova Inc | June 30, 2025 | +122.0% | $1.0M |
| GLDSpdr Gold Tr | June 30, 2023 | +106.6% | $16.1M |
| VOOVanguard Index Fds | December 31, 2022 | +95.5% | $22.9M |
| SOXXIshares Tr | March 31, 2026 | +95.0% | $9.6M |
| IVVIshares Tr | December 31, 2022 | +94.9% | $1.1M |
| EWYIshares Inc | March 31, 2026 | +64.1% | $11.1M |
| SLVIshares Silver Tr | June 30, 2025 | +63.0% | $2.8M |
Sold off last quarter
- IEIIshares Tr was $9.1M
- AMLPAlps Etf Tr was $6.7M
- BNDXVanguard Charlotte Fds was $5.0M
- IEFIshares Tr was $2.1M
- AGGIshares Tr was $2.0M
- KMIKinder Morgan Inc Del was $723K
- HALHalliburton Co was $523K
- EMEEmcor Group Inc was $471K
- CEGConstellation Energy Corp was $452K
- LMTLockheed Martin Corp was $451K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.4% | +14.8% |
| March 31, 2026 | +1.4% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +3.7% | +10.5% |
| March 31, 2025 | +2.7% | −4.6% |
| December 31, 2024 | −2.5% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +0.7% | +4.0% |
| March 31, 2024 | +4.4% | +10.0% |
| December 31, 2023 | +4.3% | +11.2% |
| September 30, 2023 | −1.8% | −3.6% |
| June 30, 2023 | −0.4% | +8.3% |
| March 31, 2023 | +1.1% | +7.0% |
| September 30, 2022 | −1.1% | −5.3% |
| June 30, 2022 | −5.8% | −16.5% |
| March 31, 2022 | −6.2% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lake Hills Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1705594&type=13F-HR&dateb=&owner=include&count=40CIK 1705594
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1705594/000121465926008272/Filed July 7, 2026 · accession 0001214659-26-008272