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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, ILCV, DGRW, DFAU, USFR, and represent 48.23% of Lauer Wealth's stock portfolio.
Added to shares of these 10 stocks: VCSH, VCIT, GLD, DFAU, IREN, BSX, DFLV, NODE, QTUM, SMCI.
Started 16 new stock positions in GOOG, XOM, BSX, SMCI, CVX, SIL, VOOG, NODE, SOFI, QTUM. BMY, SLV, OPEN, GLD, NLR, TRFK.
Reduced shares in these 10 stocks: QQQ, BMNR, ETHA, PLTR, TSLA, VGSH, VGIT, MSTR, TLT, TEM.
Sold out of its positions in CGC, IONQ, AGG, TFLO, QCOM, SYM, SOLZ.
Lauer Wealth was a net seller of stock by $-20M.
Lauer Wealth has $160M in assets under management (AUM), dropping by -3.90%.
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 84 positions in its portfolio as reported in the September 2026 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	$20M	-20%	26k	747.58	View chart
Ishares Tr Morningstar Valu (ILCV)	9.9	$16M		148k	107.21	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	9.2	$15M		150k	98.66	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	8.8	$14M	+4%	264k	53.17	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	8.2	$13M		260k	50.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	5.0	$8.0M	+22%	101k	78.48	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.6	$7.4M	+25%	96k	77.34	View chart
Bitmine Immersion Techs Com New (BMNR)	3.6	$5.8M	-41%	241k	24.04	View chart
Tesla Motors (TSLA)	3.2	$5.1M	-30%	14k	375.00	View chart
Strategy Cl A New (MSTR)	2.7	$4.3M	-26%	29k	151.47	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	2.6	$4.2M	-4%	92k	46.26	View chart
Dimensional Etf Trust Us Small Cap Etf	2.0	$3.2M	-3%	41k	78.10	View chart
NVIDIA Corporation (NVDA)	1.9	$3.0M	-12%	13k	230.48	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	1.6	$2.6M		36k	72.53	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.5	$2.4M		62k	39.02	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	1.4	$2.2M	+21%	55k	40.77	View chart
Microsoft Corporation (MSFT)	1.1	$1.8M	-16%	3.5k	522.61	View chart
Palantir Technologies Cl A (PLTR)	1.0	$1.7M	-62%	8.3k	198.78	View chart
Vanguard World Inf Tech Etf (VGT)	1.0	$1.6M	+6%	12k	127.25	View chart
Iren Ordinary Shares (IREN)	0.8	$1.3M	+57%	37k	35.71	View chart
First Tr Exchange-traded Indxx Nat Re Etf (FTRI)	0.8	$1.3M	+8%	79k	16.67	View chart
Meta Platforms Cl A (META)	0.6	$1.0M	-5%	1.4k	720.89	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$976k	-46%	13k	77.87	View chart
Tempus Ai Cl A (TEM)	0.6	$907k	-45%	13k	69.28	View chart
Global X Fds Global X Copper (COPX)	0.6	$898k	+20%	11k	82.22	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$895k	NEW	2.4k	378.62	View chart
Micron Technology (MU)	0.5	$844k	-30%	815.00	1035.84	View chart
Apple (AAPL)	0.5	$812k		2.4k	340.42	View chart
Vanguard World Industrial Etf (VIS)	0.5	$772k	+9%	2.4k	322.64	View chart
Amazon (AMZN)	0.5	$744k		2.9k	254.06	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$705k	-18%	12k	59.19	View chart
UnitedHealth (UNH)	0.4	$678k	-5%	1.8k	370.95	View chart
Ishares Ethereum Tr SHS (ETHA)	0.4	$677k	-85%	12k	55.70	View chart
Advanced Micro Devices (AMD)	0.4	$654k	-8%	1.1k	620.68	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$646k		835.00	773.93	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$639k	-7%	3.2k	197.78	View chart
Constellation Energy (CEG)	0.4	$596k	+4%	2.1k	285.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$583k	+3%	4.2k	137.31	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$582k	-74%	10k	56.74	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$581k	-75%	10k	57.57	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.4	$571k	-34%	12k	49.29	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$523k	-22%	6.5k	80.23	View chart
Boston Scientific Corporation Call Option (BSX)	0.3	$467k	NEW	11k	42.04	View chart
Wheaton Precious Metals Corp (WPM)	0.3	$463k	+30%	3.4k	134.96	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.3	$462k	+41%	3.8k	122.47	View chart
Palo Alto Networks (PANW)	0.3	$434k	-8%	1.1k	398.50	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq Biotech (IBBQ)	0.3	$425k	+103%	13k	33.62	View chart
Oracle Corporation (ORCL)	0.3	$403k	-7%	3.0k	135.69	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$382k	+15%	2.4k	160.57	View chart
Netflix (NFLX)	0.2	$382k	-23%	5.3k	71.57	View chart
Vaneck Fds Onchain Economy (NODE)	0.2	$381k	NEW	10k	37.00	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.2	$346k	NEW	2.3k	150.89	View chart
Cipher Mining (CIFR)	0.2	$346k	-7%	26k	13.50	View chart
Strive Cl A Com (ASST)	0.2	$343k	-20%	12k	28.23	View chart
Super Micro Computer Com New Call Option (SMCI)	0.2	$325k	NEW	7.6k	42.77	View chart
Sofi Technologies Call Option (SOFI)	0.2	$317k	NEW	20k	15.61	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$312k	-66%	821.00	379.56	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$303k	NEW	3.5k	86.59	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.2	$303k	-5%	41k	7.32	View chart
Global X Fds Global X Silver Call Option (SIL)	0.2	$271k	NEW	3.2k	84.68	View chart
Global X Fds Global X Uranium (URA)	0.2	$270k	-22%	7.0k	38.56	View chart
Energy Fuels Com New Call Option (UUUU)	0.2	$269k	+44%	27k	9.94	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$269k	NEW	5.0k	53.45	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$258k		6.3k	41.07	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$251k		4.5k	55.67	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.2	$250k	NEW	2.5k	100.00	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.2	$246k	-31%	89k	2.77	View chart
Verizon Communications (VZ)	0.2	$242k	-2%	5.2k	46.35	View chart
Ishares Tr Expanded Tech Call Option (IGV)	0.2	$241k	-19%	2.2k	109.59	View chart
Janover (DFDV)	0.2	$241k	+6%	53k	4.58	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.1	$236k	NEW	2.3k	102.38	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$233k	-7%	2.7k	87.60	View chart
Bristol Myers Squibb (BMY)	0.1	$228k	NEW	3.8k	59.58	View chart
salesforce Call Option (CRM)	0.1	$228k	-51%	1.0k	227.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$221k	NEW	642.00	344.86	View chart
Chevron Corporation (CVX)	0.1	$215k	NEW	1.0k	211.55	View chart
Ge Aerospace Com New (GE)	0.1	$214k	-34%	700.00	305.62	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$212k	NEW	1.3k	168.50	View chart
Invesco Insured Municipal Income Trust (IIM)	0.1	$178k		17k	10.76	View chart
D-wave Quantum (QBTS)	0.1	$153k	-2%	11k	14.60	View chart
Redwire Corporation (RDW)	0.1	$98k	-33%	10k	9.76	View chart
Draganfly (DPRO)	0.1	$91k	+100%	20k	4.57	View chart
Opendoor Technologies (OPEN)	0.0	$69k	NEW	30k	2.29	View chart
Soluna Holdings Com New (SLNH)	0.0	$48k		50k	0.95	View chart

Past Filings by Lauer Wealth

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

Lauer Wealth 2026 Q3 filed Oct. 13, 2026
Lauer Wealth 2026 Q2 filed July 15, 2026
Lauer Wealth 2026 Q1 filed April 13, 2026
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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