Chief Compliance Officer

0001951757-24-000403.txt : 20240429 0001951757-24-000403.hdr.sgml : 20240429 20240429131012 ACCESSION NUMBER: 0001951757-24-000403 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240429 DATE AS OF CHANGE: 20240429 EFFECTIVENESS DATE: 20240429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lakeridge Wealth Management LLC CENTRAL INDEX KEY: 0002012028 ORGANIZATION NAME: IRS NUMBER: 871563826 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23849 FILM NUMBER: 24889019 BUSINESS ADDRESS: STREET 1: 8383 MENTOR AVENUE CITY: MENTOR STATE: OH ZIP: 44060 BUSINESS PHONE: 440-510-1901 MAIL ADDRESS: STREET 1: 8383 MENTOR AVENUE CITY: MENTOR STATE: OH ZIP: 44060 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002012028 XXXXXXXX 03-31-2024 03-31-2024 Lakeridge Wealth Management LLC

8383 MENTOR AVENUE MENTOR OH 44060

13F HOLDINGS REPORT 028-23849 N Brian Distler Chief Compliance Officer (440) 510-1901 Brian Distler Mentor OH 04-29-2024 0 135 154265224 false INFORMATION TABLE 2 F_13F_Lakeridge_Q12024.xml ABBOTT LABS COM 002824100 296940 2613 SH SOLE 0 0 2613 ABBVIE INC COM 00287Y109 572809 3146 SH SOLE 0 0 3146 ALPHABET INC CAP STK CL C 02079K107 574020 3770 SH SOLE 0 0 3770 ALPHABET INC CAP STK CL A 02079K305 270002 1789 SH SOLE 0 0 1789 ALTRIA GROUP INC COM 02209S103 205549 4712 SH SOLE 0 0 4712 AMAZON COM INC COM 023135106 1985222 11006 SH SOLE 0 0 11006 AMERICAN CENTY ETF TR US EQT ETF 025072885 4027463 45000 SH SOLE 0 0 45000 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 1648189 25858 SH SOLE 0 0 25858 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 378141 6524 SH SOLE 0 0 6524 AMGEN INC COM 031162100 202041 711 SH SOLE 0 0 711 APPLE INC COM 037833100 5059886 29507 SH SOLE 0 0 29507 AT&T INC COM 00206R102 486636 27650 SH SOLE 0 0 27650 AVERY DENNISON CORP COM 053611109 406401 1820 SH SOLE 0 0 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