Lakeside Advisors, INC. ETF holdings
Seattle, WA
Reported $15.7M in 14 ETFs in its Form 13F for June 30, 2026.
ETF value
$15.7M
ETFs held
14
Change from prior quarter
+28.2%
With price moves
ETFs as a share of its 13F
9.9%
of $158.8M
Top 10 of 14 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $6.5M | 17,473 | No change |
| DINT | Davis Select International ETF | $1.5M | 52,250 | −1,000 shares |
| CGSM | Capital Group Short Duration Municipal Income ETF | $1.2M | 45,000 | +12,000 shares |
| VIG | Vanguard Dividend Appreciation ETF | $1.2M | 4,863 | +2,175 shares |
| VOO | Vanguard S&P 500 ETF | $960K | 1,398 | +38 shares |
| FEOE | First Eagle Overseas Equity ETF | $806K | 15,100 | +5,200 shares |
| MUST | Columbia Multi-Sector Municipal Income ETF | $756K | 36,340 | No change |
| FRDM | Freedom 100 Emerging Markets ETF | $553K | 7,579 | +1,700 shares |
| JPLD | JPMorgan Limited Duration Bond ETF | $548K | 10,500 | New position |
| DIVS | Guinness Atkinson Dividend Builder ETF | $492K | 15,000 | No change |
4 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001913467. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lakeside Advisors, INC. own?
Lakeside Advisors, INC. reported 14 ETF positions worth $15.7M in its Form 13F for June 30, 2026. The largest was VTI, at $6.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.