Lake Hills Wealth Management Q2 2026 Portfolio Activity Report
Lake Hills Wealth Management, Llc's portfolio saw significant changes in Q2 2026 with notable new positions, increased holdings, and exits.
Introduction: Lake Hills Wealth Management, Llc reported substantial activity across its investment portfolio for the quarter ending June 30, 2026. The firm's focus appears to be on specific sectors and ETFs.
This period saw a flurry of buying activities by Lake Hills Wealth Management, Llc. The most significant new positions established during this quarter include:
- TAN: Invesco Exchange Traded Fund Trust II (TAN) saw a massive increase of 63.99% in its portfolio weighting, indicating substantial new investment.
- SHY: iShares Trust (SHY), known for short-term bonds, increased by 54.74%, suggesting a significant inflow into this fixed income ETF.
- ILF: iShares Trust (ILF) was added entirely new to the portfolio at its current quarter weighting of 2.88%.
- KWEB: Kranshares Trust (KWEB), focused on emerging markets, entered the portfolio with a 100% increase in shares and weighting.
- FLOT: iShares Trust (FLOT) also saw its initial position filled completely at a quarter weighting of 2.38%.
Additionally, the firm increased existing positions:
- The holding in XLE (Select Sector SPDR Trust for Energy) was significantly boosted by 41.22%, reflecting continued confidence in this sector.
- JANUS DETROIT STR TR (JAAA), a specific fund, also saw its position increased during the quarter.
On the other side of the portfolio transaction spectrum, Lake Hills Wealth Management, Llc divested several holdings:
- SOXX: iShares Trust (SOXX) experienced a sharp decline of -53.19% in its position within the portfolio.
- PCT: Purecycle Technologies Inc (PCT) was sold entirely, with shares decreasing by -53.03% and weighting dropping to 0.13%.
- FREY: T1 Energy Inc (FREY), a stock holding in the Industrials sector, saw its position liquidated completely (-74.85%) with shares decreasing by -67297 units.
- Other exits include EMLC (-44.35%), ANGL (-100% for weighting), and potentially others not listed in the top holdings but disclosed elsewhere as having exited positions entirely during this period.
The overall portfolio structure shows Lake Hills Wealth Management, Llc primarily investing in a mix of ETFs and specific stocks. The investor's current holdings are distributed across various sectors as detailed in the portfolio data.
The significant buying activity, highlighted by large inflows into TAN and SHY (which together account for substantial portions of the increase), suggests a strategic move towards certain areas. Conversely, the notable selling or exiting of positions like SOXX indicates a shift away from specific themes or sectors previously favored.
For detailed information on Lake Hills Wealth Management's portfolio holdings and performance metrics as of June 30, 2026, please refer to their official filing available at their profile page.