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, QQQ, META, and represent 37.48% of Laidlaw Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: XLE, OUNZ, BK, QXO, GLD, CRWD, IAU, CTVA, USO, TE.
- Started 11 new stock positions in XLE, IAU, TE, CTVA, USO, GLD, Bitfarms, BK, QXO, VUZI. OUNZ.
- Reduced shares in these 10 stocks: EZU, SLV, NEM, RACE, EMD, TDG, GD, SPOT, RL, .
- Sold out of its positions in APH, COKE, COST, GD, EZU, NEM, RL, TDG, SPOT, IINN. RACE.
- Laidlaw Wealth Management was a net seller of stock by $-799k.
- Laidlaw Wealth Management has $29M in assets under management (AUM), dropping by -10.84%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 11.7 | $3.4M | 13k | 253.79 |
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| NVIDIA Corporation (NVDA) | 10.2 | $2.9M | +4% | 17k | 174.40 |
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| Microsoft Corporation (MSFT) | 5.7 | $1.6M | 4.4k | 370.17 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.0 | $1.4M | 2.5k | 577.18 |
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| Meta Platforms Cl A (META) | 4.9 | $1.4M | 2.5k | 572.05 |
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| Tesla Motors (TSLA) | 4.8 | $1.4M | -3% | 3.7k | 371.75 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 4.2 | $1.2M | -4% | 9.6k | 125.46 |
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| Global X Fds Defense Tech Etf (SHLD) | 3.5 | $996k | +15% | 14k | 70.84 |
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| Eli Lilly & Co. (LLY) | 3.0 | $870k | +11% | 946.00 | 919.77 |
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| Palantir Technologies Cl A (PLTR) | 2.8 | $817k | +26% | 5.6k | 146.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $703k | +9% | 1.5k | 479.20 |
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| Amazon (AMZN) | 2.4 | $703k | +31% | 3.4k | 208.27 |
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| Casey's General Stores (CASY) | 2.1 | $619k | -18% | 851.00 | 727.86 |
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| Palo Alto Networks (PANW) | 2.1 | $603k | +22% | 3.8k | 160.32 |
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| D-wave Quantum (QBTS) | 2.0 | $586k | 41k | 14.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $529k | -21% | 1.8k | 287.56 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 1.8 | $518k | +28% | 27k | 19.30 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 1.7 | $478k | NEW | 7.8k | 61.26 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.6 | $473k | +83% | 1.2k | 390.41 |
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| Netflix (NFLX) | 1.6 | $470k | +16% | 4.9k | 96.15 |
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| Broadcom (AVGO) | 1.5 | $444k | 1.4k | 309.55 |
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| EQT Corporation (EQT) | 1.5 | $442k | +7% | 7.0k | 63.64 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.4 | $408k | NEW | 9.0k | 45.05 |
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| CenterPoint Energy (CNP) | 1.4 | $399k | +6% | 9.3k | 43.16 |
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| Ishares Silver Tr Ishares (SLV) | 1.4 | $395k | -59% | 5.8k | 68.14 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $327k | +15% | 1.1k | 294.16 |
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| Philip Morris International (PM) | 1.1 | $317k | -19% | 1.9k | 165.34 |
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| Bank of New York Mellon Corporation (BK) | 1.0 | $292k | NEW | 2.5k | 118.63 |
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| Qxo Com New (QXO) | 1.0 | $291k | NEW | 15k | 19.42 |
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| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 1.0 | $291k | -51% | 30k | 9.82 |
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| Cardinal Health (CAH) | 1.0 | $284k | -17% | 1.3k | 211.31 |
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| Coinbase Global Com Cl A (COIN) | 1.0 | $283k | +58% | 1.6k | 174.61 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.9 | $257k | -14% | 16k | 15.83 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $256k | NEW | 594.00 | 430.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $252k | -11% | 878.00 | 286.91 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.9 | $250k | -13% | 2.1k | 118.62 |
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| Gilead Sciences (GILD) | 0.8 | $229k | -13% | 1.6k | 139.37 |
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| Ishares Gold Tr Ishares New (IAU) | 0.7 | $213k | NEW | 2.4k | 88.16 |
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| Jabil Circuit (JBL) | 0.7 | $211k | -40% | 794.00 | 265.63 |
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| AFLAC Incorporated (AFL) | 0.7 | $209k | 1.9k | 109.71 |
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| Corteva (CTVA) | 0.7 | $205k | NEW | 2.4k | 83.71 |
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| United Sts Oil Units (USO) | 0.7 | $202k | NEW | 1.6k | 127.25 |
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| Infosys Sponsored Adr (INFY) | 0.7 | $198k | +30% | 15k | 13.51 |
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| T1 Energy Com New (TE) | 0.6 | $180k | NEW | 41k | 4.39 |
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| Owl Rock Capital Corporation (OBDC) | 0.4 | $123k | +4% | 11k | 11.06 |
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| Vuzix Corp Com New (VUZI) | 0.3 | $79k | NEW | 34k | 2.31 |
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| Bitfarms | 0.1 | $25k | NEW | 13k | 1.95 |
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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 2026 Q1 filed May 6, 2026
- 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