LAKE HILLS WEALTH MANAGEMENT, LLC

PrivateCIK: 1705594
Location

AUSTIN, TX

62
Positions
$220.04M
Total AUM (reported)
2.59M
Total Shares

Allocation by class

TOTAL AUM$220.04M62 positions
S&P 500 ETF SHS$22.89M10.4%
GOLD SHS$16.37M7.4%
ST STR SP BIOT$15.93M7.2%
COM$15.89M7.2%
SOLAR ETF$12.75M5.8%
MSCI STH KOR ETF$11.08M5.0%
1 3 YR TREAS BD$10.24M4.7%

Portfolio Concentration

Top 325.0%4–1031.5%11–2528.4%Rest15.1%TOP 1056.5%0%100%
Top 3$54.94M25.0%
4–10$69.36M31.5%
11–25$62.59M28.4%
Rest$33.14M15.1%

Top 3 weight

25.0%

Top 10 weight

56.5%

Voting Authority Distribution

Total shares with voting rights: 2.59M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.59M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole62
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings62
Rows:

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares33.33K
TypeSH
Market value$22.89M
10.40%
Sole
0.00
Shared
0.00
None
33.33K

SPDR GOLD TR

SOLE
GOLD SHS
Shares43.79K
TypeSH
Market value$16.13M
7.33%
Sole
0.00
Shared
0.00
None
43.79K

SPDR SERIES TRUST

SOLE
ST STR SP BIOT
Shares100.64K
TypeSH
Market value$15.93M
7.24%
Sole
0.00
Shared
0.00
None
100.64K

INVESCO EXCH TRADED FD TR II

SOLE
SOLAR ETF
Shares215.59K
TypeSH
Market value$12.75M
5.80%
Sole
0.00
Shared
0.00
None
215.59K

ISHARES INC

SOLE
MSCI STH KOR ETF
Shares54.87K
TypeSH
Market value$11.08M
5.03%
Sole
0.00
Shared
0.00
None
54.87K

ISHARES TR

SOLE
1 3 YR TREAS BD
Shares124.75K
TypeSH
Market value$10.24M
4.66%
Sole
0.00
Shared
0.00
None
124.75K

SELECT SECTOR SPDR TR

SOLE
ST STR ENERG ETF
Shares184.27K
TypeSH
Market value$9.79M
4.45%
Sole
0.00
Shared
0.00
None
184.27K

ISHARES TR

SOLE
ISHARES SEMICDTR
Shares15K
TypeSH
Market value$9.61M
4.37%
Sole
0.00
Shared
0.00
None
15K

SELECT SECTOR SPDR TR

SOLE
ST STR TECHN ETF
Shares48.68K
TypeSH
Market value$9.28M
4.22%
Sole
0.00
Shared
0.00
None
48.68K

GLOBAL X FDS

SOLE
US INFR DEV ETF
Shares112.34K
TypeSH
Market value$6.62M
3.01%
Sole
0.00
Shared
0.00
None
112.34K

ISHARES TR

SOLE
LATN AMER 40 ETF
Shares188.02K
TypeSH
Market value$6.35M
2.88%
Sole
0.00
Shared
0.00
None
188.02K

VANECK ETF TRUST

SOLE
OIL SERVICES ETF
Shares17.01K
TypeSH
Market value$6.33M
2.88%
Sole
0.00
Shared
0.00
None
17.01K

FIRST TR EXCHANGE-TRADED FD

SOLE
NAT GAS ETF
Shares227.14K
TypeSH
Market value$6.04M
2.75%
Sole
0.00
Shared
0.00
None
227.14K

KRANESHARES TRUST

SOLE
CSI CHI INTERNET
Shares235.19K
TypeSH
Market value$5.76M
2.62%
Sole
0.00
Shared
0.00
None
235.19K

ISHARES TR

SOLE
FLTG RATE NT ETF
Shares102.78K
TypeSH
Market value$5.25M
2.38%
Sole
0.00
Shared
0.00
None
102.78K

ISHARES TR

SOLE
0-5 YR TIPS ETF
Shares47.65K
TypeSH
Market value$4.87M
2.21%
Sole
0.00
Shared
0.00
None
47.65K

GLOBAL X FDS

SOLE
LITHIUM BTRY ETF
Shares54.19K
TypeSH
Market value$4.24M
1.93%
Sole
0.00
Shared
0.00
None
54.19K

GLOBAL X FDS

SOLE
GLOBAL X COPPER
Shares54.38K
TypeSH
Market value$4.19M
1.90%
Sole
0.00
Shared
0.00
None
54.38K

SPDR SERIES TRUST

SOLE
ST STR BLO 1 ETF
Shares34.55K
TypeSH
Market value$3.17M
1.44%
Sole
0.00
Shared
0.00
None
34.55K

APPLE INC

SOLE
COM
Shares10.32K
TypeSH
Market value$2.99M
1.36%
Sole
0.00
Shared
0.00
None
10.32K

VANECK ETF TRUST

SOLE
RARE EAR STR ETF
Shares32.49K
TypeSH
Market value$2.88M
1.31%
Sole
0.00
Shared
0.00
None
32.49K

VANECK ETF TRUST

SOLE
JP MRGAN EM LOC
Shares111.41K
TypeSH
Market value$2.85M
1.29%
Sole
0.00
Shared
0.00
None
111.41K

ISHARES SILVER TR

SOLE
ISHARES
Shares52.38K
TypeSH
Market value$2.80M
1.27%
Sole
0.00
Shared
0.00
None
52.38K

SPDR SERIES TRUST

SOLE
ST STR CONV ETF
Shares24.07K
TypeSH
Market value$2.60M
1.18%
Sole
0.00
Shared
0.00
None
24.07K

GLOBAL X FDS

SOLE
GLOBAL X URANIUM
Shares52.72K
TypeSH
Market value$2.30M
1.05%
Sole
0.00
Shared
0.00
None
52.72K
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