Laidlaw Wealth Management
Latest statistics and disclosures from Laidlaw Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, TSLA, META, and represent 37.67% of Laidlaw Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ETHA, NFLX, CAH, RACE, SPOT, RL, GILD, COKE, META, OBDC.
- Started 8 new stock positions in OBDC, COKE, SPOT, CAH, RACE, ETHA, RL, GILD.
- Reduced shares in these 10 stocks: FFEB, , MSFT, SDVY, NVDA, AMZN, COST, , PLTR, SLV.
- Sold out of its positions in PPLT, MSOS, BITF, BRLT, FICO, FFEB, FAUG, SDVY, TE, GS. GBTC, HD, MU, NAAS, NVTS, SPY, GLD, TSCO, VUZI.
- Laidlaw Wealth Management was a net seller of stock by $-9.5M.
- Laidlaw Wealth Management has $32M in assets under management (AUM), dropping by -23.05%.
- Central Index Key (CIK): 0001800608
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Portfolio Holdings for Laidlaw Wealth Management
Laidlaw Wealth Management holds 47 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 11.2 | $3.6M | 13k | 271.86 |
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| NVIDIA Corporation (NVDA) | 9.3 | $3.0M | -21% | 16k | 186.50 |
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| Microsoft Corporation (MSFT) | 6.8 | $2.2M | -31% | 4.5k | 483.62 |
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| Tesla Motors (TSLA) | 5.4 | $1.7M | -7% | 3.9k | 449.72 |
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| Meta Platforms Cl A (META) | 5.1 | $1.6M | +9% | 2.5k | 660.22 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.7 | $1.5M | 2.5k | 614.31 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 4.6 | $1.5M | +6% | 10k | 146.58 |
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| D-wave Quantum (QBTS) | 3.3 | $1.1M | +3% | 41k | 26.15 |
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| Ishares Silver Tr Ishares (SLV) | 2.8 | $919k | -29% | 14k | 64.42 |
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| Eli Lilly & Co. (LLY) | 2.8 | $911k | 848.00 | 1074.68 |
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| Global X Fds Defense Tech Etf (SHLD) | 2.4 | $787k | -24% | 12k | 64.79 |
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| Palantir Technologies Cl A (PLTR) | 2.4 | $785k | -35% | 4.4k | 177.75 |
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| Ishares Msci Eurzone Etf (EZU) | 2.4 | $768k | +7% | 12k | 64.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $734k | -28% | 2.3k | 313.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $673k | -14% | 1.3k | 502.65 |
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| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 2.0 | $645k | 61k | 10.63 |
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| Amazon (AMZN) | 1.8 | $593k | -49% | 2.6k | 230.82 |
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| Casey's General Stores (CASY) | 1.8 | $577k | 1.0k | 552.71 |
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| Palo Alto Networks (PANW) | 1.7 | $565k | -39% | 3.1k | 184.20 |
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| Broadcom (AVGO) | 1.5 | $491k | 1.4k | 346.12 |
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| Ishares Ethereum Tr SHS (ETHA) | 1.3 | $425k | NEW | 19k | 22.43 |
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| Netflix (NFLX) | 1.2 | $395k | +591% | 4.2k | 93.76 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.2 | $394k | +7% | 2.4k | 160.97 |
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| Newmont Mining Corporation (NEM) | 1.2 | $394k | -42% | 3.9k | 99.85 |
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| Philip Morris International (PM) | 1.2 | $383k | +18% | 2.4k | 160.40 |
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| EQT Corporation (EQT) | 1.1 | $348k | +36% | 6.5k | 53.60 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 1.1 | $344k | -34% | 21k | 16.49 |
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| Cardinal Health (CAH) | 1.0 | $335k | NEW | 1.6k | 205.50 |
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| CenterPoint Energy (CNP) | 1.0 | $333k | +34% | 8.7k | 38.34 |
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| Ferrari Nv Ord (RACE) | 1.0 | $312k | NEW | 845.00 | 369.56 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $310k | -47% | 662.00 | 468.76 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $310k | -3% | 988.00 | 313.85 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $309k | -49% | 960.00 | 322.22 |
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| Jabil Circuit (JBL) | 0.9 | $304k | +14% | 1.3k | 228.02 |
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| TransDigm Group Incorporated (TDG) | 0.9 | $290k | -25% | 218.00 | 1329.85 |
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| General Dynamics Corporation (GD) | 0.9 | $280k | +3% | 833.00 | 336.66 |
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| Spotify Technology S A SHS (SPOT) | 0.8 | $258k | NEW | 444.00 | 580.71 |
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| Ralph Lauren Corp Cl A (RL) | 0.8 | $249k | NEW | 705.00 | 353.61 |
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| Costco Wholesale Corporation (COST) | 0.7 | $235k | -69% | 272.00 | 862.34 |
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| Gilead Sciences (GILD) | 0.7 | $234k | NEW | 1.9k | 122.74 |
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| Coinbase Global Com Cl A (COIN) | 0.7 | $231k | 1.0k | 226.14 |
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| Amphenol Corp Cl A (APH) | 0.7 | $216k | -35% | 1.6k | 135.15 |
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| AFLAC Incorporated (AFL) | 0.6 | $210k | 1.9k | 110.27 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.6 | $205k | NEW | 1.3k | 153.30 |
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| Infosys Sponsored Adr (INFY) | 0.6 | $200k | 11k | 17.82 |
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| Owl Rock Capital Corporation (OBDC) | 0.4 | $132k | NEW | 11k | 12.43 |
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| Inspira Technologies Oxy Bhn SHS (IINN) | 0.0 | $12k | 14k | 0.90 |
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Past Filings by Laidlaw Wealth Management
SEC 13F filings are viewable for Laidlaw Wealth Management going back to 2019
- Laidlaw Wealth Management 2025 Q4 filed Feb. 17, 2026
- Laidlaw Wealth Management 2025 Q3 filed Nov. 14, 2025
- Laidlaw Wealth Management 2025 Q2 filed Aug. 13, 2025
- Laidlaw Wealth Management 2025 Q1 filed May 16, 2025
- Laidlaw Wealth Management 2024 Q4 filed Feb. 3, 2025
- Laidlaw Wealth Management 2024 Q3 filed Nov. 12, 2024
- Laidlaw Wealth Management 2024 Q2 filed Aug. 1, 2024
- Laidlaw Wealth Management 2024 Q1 filed May 15, 2024
- Laidlaw Wealth Management 2023 Q4 filed Feb. 12, 2024
- Laidlaw Wealth Management 2023 Q3 filed Nov. 13, 2023
- Laidlaw Wealth Management 2023 Q2 filed Aug. 14, 2023
- Laidlaw Wealth Management 2023 Q1 filed May 12, 2023
- Laidlaw Wealth Management 2022 Q4 filed Feb. 14, 2023
- Laidlaw Wealth Management 2022 Q3 filed Nov. 14, 2022
- Laidlaw Wealth Management 2022 Q2 filed Aug. 12, 2022
- Laidlaw Wealth Management 2022 Q1 filed May 12, 2022