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Lauer Wealth

Latest statistics and disclosures from Lauer Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, DGRW, USFR, ILCV, IBIT, and represent 48.70% of Lauer Wealth's stock portfolio.
Added to shares of these 10 stocks: IBIT (+$10M), BMNR, TQQQ, NVDA, ETHA, TLT, SHLD, ALB, ETHU, ARKK.
Started 8 new stock positions in Strive, VZ, ALB, ARKK, CIFR, Cleanspark, ZVOL, SLV.
Reduced shares in these 10 stocks: USFR, AMD, 2x Solana Etf, BITX, DFAU, TSLA, MSTY, NTNX, QCOM, VOYG.
Sold out of its positions in CLSKW, HBNC, NFLX, NTNX, Nutanix, PANW, QCOM, MSTY, BITX, 2x Solana Etf. VOYG.
Lauer Wealth was a net buyer of stock by $7.8M.
Lauer Wealth has $148M in assets under management (AUM), dropping by 2.87%.
Central Index Key (CIK): 0001860063

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Positions held by Lauer Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lauer Wealth

Lauer Wealth holds 57 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
Invesco Qqq Tr Unit Ser 1 (QQQ)	12.2	$18M		29k	620.47	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	9.7	$14M	-2%	157k	90.60	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	9.5	$14M	-10%	280k	50.36	View chart
Ishares Tr Morningstar Valu (ILCV)	9.2	$14M		142k	95.99	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	8.1	$12M	+691%	231k	51.52	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	7.6	$11M	-4%	235k	47.52	View chart
Tesla Motors (TSLA)	6.7	$9.9M	-4%	23k	435.80	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	4.3	$6.3M		108k	58.77	View chart
Eos Energy Enterprises Com Cl A (EOSE)	4.3	$6.3M	-3%	449k	14.02	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.1	$6.1M	-2%	101k	59.94	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	2.2	$3.3M	+108%	105k	31.28	View chart
Amazon (AMZN)	2.1	$3.0M	+4%	12k	246.29	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.0	$2.9M		40k	72.84	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	1.7	$2.5M		36k	69.21	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.5	$2.2M	-3%	67k	33.73	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.2	$1.8M	+23%	21k	87.35	View chart
Advanced Micro Devices (AMD)	1.0	$1.5M	-42%	7.2k	204.68	View chart
NVIDIA Corporation (NVDA)	0.9	$1.3M	+61%	7.0k	185.04	View chart
Global X Fds Defense Tech Etf (SHLD)	0.8	$1.1M	+35%	16k	72.97	View chart
Palantir Technologies Cl A (PLTR)	0.7	$1.1M		6.2k	176.86	View chart
Uipath Cl A (PATH)	0.7	$1.1M		65k	16.88	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.6	$875k	+139%	16k	54.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$842k		2.5k	340.14	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.5	$715k	+20%	44k	16.30	View chart
Ishares Ethereum Tr SHS (ETHA)	0.5	$710k	+101%	30k	23.45	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.5	$700k		23k	30.91	View chart
Tempus Ai Cl A (TEM)	0.5	$677k	-11%	9.9k	68.36	View chart
UnitedHealth (UNH)	0.4	$631k	+2%	1.8k	346.85	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$628k		910.00	689.51	View chart
Apple (AAPL)	0.4	$525k		2.0k	259.04	View chart
Strategy Cl A New (MSTR)	0.3	$484k	-18%	2.9k	166.97	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.3	$433k	+24%	5.0k	86.43	View chart
Janover (DFDV)	0.3	$419k		61k	6.92	View chart
Volatility Shs Tr 2x Ether Etf New (ETHU)	0.3	$413k	+156%	7.0k	59.27	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$402k	+135%	2.8k	144.24	View chart
Microsoft Corporation (MSFT)	0.3	$378k	-43%	790.00	478.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$353k		468.00	754.81	View chart
Global X Fds Global X Uranium (URA)	0.2	$324k	+35%	6.5k	49.51	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.2	$321k	+9%	11k	30.18	View chart
United Parcel Service CL B (UPS)	0.2	$313k	-11%	2.9k	106.97	View chart
Cleanspark Com New (CLSK)	0.2	$312k		26k	11.99	View chart
D-wave Quantum (QBTS)	0.2	$307k		11k	29.28	View chart
Strategy Note 0.625% 3/1 Call Option	0.2	$297k	-23%	16k	18.23	View chart
Albemarle Corporation (ALB)	0.2	$291k	NEW	1.8k	158.31	View chart
Ionq Inc Pipe (IONQ)	0.2	$258k	+5%	5.1k	50.45	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.2	$257k		2.0k	126.88	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$249k	NEW	3.1k	80.55	View chart
Canopy Growth Corp Com New (CGC)	0.2	$248k		192k	1.29	View chart
Volatility Shs Tr Premium Plus Etf Call Option (ZVOL)	0.2	$243k	NEW	80k	3.04	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$237k	NEW	3.4k	69.71	View chart
Verizon Communications (VZ)	0.2	$233k	NEW	5.7k	40.57	View chart
Cipher Mining (CIFR)	0.2	$232k	NEW	14k	16.55	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.2	$224k	+25%	11k	19.67	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$216k		4.5k	48.08	View chart
Invesco Insured Municipal Income Trust (IIM)	0.1	$207k		17k	12.54	View chart
Strive Cl A Com	0.1	$101k	NEW	100k	1.01	View chart
Cleanspark Note 6/1 Call Option	0.0	$57k	NEW	15k	3.70	View chart

Past Filings by Lauer Wealth

SEC 13F filings are viewable for Lauer Wealth going back to 2023

Lauer Wealth 2025 Q4 filed Jan. 12, 2026
Lauer Wealth 2025 Q3 filed Oct. 20, 2025
Lauer Wealth 2025 Q2 filed Aug. 13, 2025
Lauer Wealth 2025 Q1 filed May 2, 2025
Lauer Wealth 2024 Q4 filed Jan. 15, 2025
Lauer Wealth 2024 Q3 filed Oct. 24, 2024
Lauer Wealth 2024 Q2 filed July 16, 2024
Lauer Wealth 2024 Q1 filed April 16, 2024
Lauer Wealth 2023 Q4 filed Jan. 29, 2024
Lauer Wealth 2023 Q3 filed Oct. 17, 2023
Lauer Wealth 2023 Q2 filed Aug. 3, 2023
Lauer Wealth 2023 Q1 filed May 12, 2023

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