Laidlaw Wealth Management
Latest statistics and disclosures from Laidlaw Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, QQQ, MSFT, TSLA, and represent 29.86% of Laidlaw Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AMAT, KO, STT, APH, MS, BE, MU, CMI, LRCX, RL.
- Started 21 new stock positions in LRCX, COKE, STT, UNH, CMI, KO, IONQ, MS, BE, COPX. WMB, CRWV, APH, NRG, C, NEM, AMAT, RL, MU, TWLO, GEV.
- Reduced shares in these 10 stocks: AAPL, CASY, CRWD, OUNZ, SHLD, , GOOG, IAU, USO, NVDA.
- Sold out of its positions in GOOG, Bitfarms, CASY, TE, IAU, GLD, USO, OUNZ, VUZI.
- Laidlaw Wealth Management was a net buyer of stock by $3.5M.
- Laidlaw Wealth Management has $35M in assets under management (AUM), dropping by 21.68%.
- Central Index Key (CIK): 0001800608
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Portfolio Holdings for Laidlaw Wealth Management
Laidlaw Wealth Management holds 59 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.1 | $3.2M | -5% | 16k | 200.08 |
|
| Apple (AAPL) | 6.3 | $2.2M | -42% | 7.6k | 289.37 |
|
| Invesco Qqq Tr Uie (QQQ) | 5.4 | $1.9M | +3% | 2.6k | 736.40 |
|
| Microsoft Corporation (MSFT) | 4.8 | $1.7M | 4.5k | 373.02 |
|
|
| Tesla Motors (TSLA) | 4.3 | $1.5M | -2% | 3.6k | 420.60 |
|
| Meta Platforms Cl A (META) | 3.9 | $1.4M | -3% | 2.4k | 563.30 |
|
| Palo Alto Networks (PANW) | 3.7 | $1.3M | 3.8k | 341.02 |
|
|
| Eli Lilly & Co. (LLY) | 3.6 | $1.3M | +11% | 1.1k | 1199.43 |
|
| D-wave Quantum (QBTS) | 2.8 | $976k | 41k | 23.99 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.5 | $876k | -5% | 9.1k | 95.98 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $792k | +20% | 2.2k | 357.37 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $790k | +7% | 1.6k | 500.39 |
|
| Amazon (AMZN) | 2.2 | $762k | -5% | 3.2k | 238.34 |
|
| Applied Materials (AMAT) | 2.0 | $691k | NEW | 956.00 | 722.69 |
|
| Coca-Cola Company (KO) | 1.8 | $639k | NEW | 7.9k | 81.27 |
|
| Cardinal Health (CAH) | 1.7 | $609k | +91% | 2.6k | 237.56 |
|
| Palantir Technologies Cl A (PLTR) | 1.7 | $590k | -9% | 5.1k | 116.67 |
|
| Bank of New York Mellon Corporation (BNY) | 1.6 | $562k | +58% | 3.9k | 144.61 |
|
| Broadcom (AVGO) | 1.5 | $532k | 1.4k | 377.83 |
|
|
| State Street Corporation (STT) | 1.5 | $530k | NEW | 3.1k | 169.60 |
|
| CenterPoint Energy (CNP) | 1.5 | $511k | +25% | 12k | 44.04 |
|
| Amphenol Corp Cl A (APH) | 1.4 | $481k | NEW | 2.7k | 176.32 |
|
| Global X Fds Defense Tech Etf (SHLD) | 1.3 | $465k | -44% | 7.8k | 59.71 |
|
| Philip Morris International (PM) | 1.3 | $456k | +31% | 2.5k | 180.91 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.2 | $432k | -15% | 23k | 19.12 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $418k | -54% | 548.00 | 763.14 |
|
| Morgan Stanley Com New (MS) | 1.2 | $418k | NEW | 2.0k | 209.04 |
|
| Bloom Energy Corp Com Cl A (BE) | 1.1 | $394k | NEW | 1.3k | 302.70 |
|
| Jabil Circuit (JBL) | 1.1 | $392k | +28% | 1.0k | 385.48 |
|
| Micron Technology (MU) | 1.1 | $391k | NEW | 339.00 | 1154.29 |
|
| Netflix (NFLX) | 1.1 | $384k | +9% | 5.4k | 71.40 |
|
| Cummins (CMI) | 1.1 | $376k | NEW | 527.00 | 713.21 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $365k | 1.1k | 327.33 |
|
|
| Gilead Sciences (GILD) | 1.0 | $362k | +74% | 2.9k | 126.34 |
|
| Lam Research Corp Com New (LRCX) | 1.0 | $360k | NEW | 831.00 | 433.33 |
|
| Ralph Lauren Corp Cl A (RL) | 1.0 | $355k | NEW | 884.00 | 401.41 |
|
| Global X Fds Global X Copper (COPX) | 1.0 | $347k | NEW | 4.5k | 76.97 |
|
| Ge Vernova (GEV) | 1.0 | $345k | NEW | 294.00 | 1174.86 |
|
| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.9 | $305k | -4% | 28k | 10.74 |
|
| Williams Companies (WMB) | 0.9 | $302k | NEW | 4.1k | 74.34 |
|
| EQT Corporation (EQT) | 0.8 | $297k | -19% | 5.6k | 53.17 |
|
| Citigroup Com New (C) | 0.8 | $295k | NEW | 2.1k | 139.96 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.8 | $280k | -32% | 5.3k | 53.11 |
|
| Qxo Com New (QXO) | 0.8 | $279k | +7% | 16k | 17.28 |
|
| Nrg Energy Com New (NRG) | 0.8 | $271k | NEW | 1.9k | 146.06 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.8 | $268k | +11% | 2.3k | 114.18 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.7 | $260k | NEW | 1.4k | 190.92 |
|
| Ishares Silver Tr Ishares (SLV) | 0.7 | $255k | -17% | 4.8k | 53.47 |
|
| Corteva (CTVA) | 0.7 | $251k | +20% | 3.0k | 84.69 |
|
| Coreweave Com Cl A (CRWV) | 0.7 | $244k | NEW | 2.5k | 99.54 |
|
| Coinbase Global Com Cl A (COIN) | 0.7 | $237k | 1.6k | 146.19 |
|
|
| Newmont Mining Corporation (NEM) | 0.6 | $225k | NEW | 2.4k | 93.40 |
|
| AFLAC Incorporated (AFL) | 0.6 | $224k | 1.9k | 117.25 |
|
|
| Ionq Inc Pipe (IONQ) | 0.6 | $219k | NEW | 4.1k | 53.26 |
|
| UnitedHealth (UNH) | 0.6 | $208k | NEW | 500.00 | 415.63 |
|
| Twilio Cl A (TWLO) | 0.6 | $206k | NEW | 1.0k | 206.33 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.5 | $190k | 16k | 11.89 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.4 | $151k | +24% | 14k | 10.87 |
|
| Infosys Sponsored Adr (INFY) | 0.3 | $118k | -23% | 11k | 10.49 |
|
Past Filings by Laidlaw Wealth Management
SEC 13F filings are viewable for Laidlaw Wealth Management going back to 2019
- Laidlaw Wealth Management 2026 Q2 filed Aug. 11, 2026
- 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