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Lauer Wealth

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

Top 5 stock holdings are IBIT, QQQ, DGRW, ILCV, USFR, and represent 52.09% of Lauer Wealth's stock portfolio.
Added to shares of these 10 stocks: IBIT (+$8.1M), BMNR, VCIT, ETHA, VCSH, VGT, NVDA, CIFR, TLT, AGG.
Started 8 new stock positions in AGG, VCIT, MU, RDW, UUUU, NFLX, VCSH, DFLV.
Reduced shares in these 10 stocks: AMZN, USFR, TSLA, EOSE, QQQ, AMD, NVDL, PATH, ETHU, TQQQ.
Sold out of its positions in NVDL, IONQ, Strive, ETHU.
Lauer Wealth was a net buyer of stock by $8.9M.
Lauer Wealth has $143M in assets under management (AUM), dropping by -2.92%.
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 61 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
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	12.2	$18M	+87%	432k	40.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	11.8	$17M	-4%	28k	606.09	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	9.9	$14M		157k	90.47	View chart
Ishares Tr Morningstar Valu (ILCV)	9.6	$14M		144k	95.57	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	8.6	$12M	-12%	245k	50.38	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	7.8	$11M		239k	46.86	View chart
Tesla Motors (TSLA)	4.8	$6.8M	-12%	20k	343.25	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	4.6	$6.6M	+4%	113k	58.43	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.4	$6.3M	+4%	106k	59.49	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	2.7	$3.8M	+69%	178k	21.52	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.2	$3.1M	+3%	42k	74.23	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	1.8	$2.6M		37k	69.66	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.6	$2.3M	-5%	63k	35.95	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.4	$2.1M	+16%	24k	86.92	View chart
NVIDIA Corporation (NVDA)	1.2	$1.8M	+38%	9.6k	182.08	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.0	$1.5M	NEW	18k	83.03	View chart
Ishares Ethereum Tr SHS (ETHA)	1.0	$1.5M	+190%	88k	16.72	View chart
Global X Fds Defense Tech Etf (SHLD)	1.0	$1.4M	+21%	19k	74.96	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.8	$1.2M	-41%	261k	4.59	View chart
Advanced Micro Devices (AMD)	0.8	$1.2M	-29%	5.1k	231.82	View chart
First Tr Exchange-traded Indxx Nat Re Etf (FTRI)	0.7	$978k	+22%	54k	18.25	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$976k	+182%	1.3k	739.10	View chart
Palantir Technologies Cl A (PLTR)	0.7	$947k	+8%	6.7k	140.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$805k	-2%	2.4k	333.70	View chart
Amazon (AMZN)	0.6	$793k	-70%	3.6k	221.25	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$697k	NEW	8.8k	79.24	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.4	$630k		23k	27.81	View chart
UnitedHealth (UNH)	0.4	$610k	+9%	2.0k	305.98	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$594k	-3%	878.00	676.01	View chart
Apple (AAPL)	0.4	$569k	+8%	2.2k	258.90	View chart
Strategy Cl A New (MSTR)	0.4	$519k	+39%	4.0k	128.30	View chart
Cipher Mining (CIFR)	0.4	$513k	+137%	33k	15.42	View chart
Tempus Ai Cl A (TEM)	0.3	$485k	+3%	10k	47.50	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$411k	-46%	8.6k	48.00	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$379k	-3%	2.7k	141.69	View chart
Microsoft Corporation (MSFT)	0.3	$375k	+26%	1.0k	374.33	View chart
Global X Fds Global X Uranium (URA)	0.2	$324k	-3%	6.3k	51.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$288k	NEW	2.9k	99.43	View chart
Albemarle Corporation (ALB)	0.2	$285k	-12%	1.6k	177.44	View chart
Janover (DFDV)	0.2	$282k	+30%	79k	3.56	View chart
Micron Technology (MU)	0.2	$281k	NEW	690.00	406.73	View chart
Redwire Corporation (RDW)	0.2	$271k	NEW	28k	9.61	View chart
Verizon Communications (VZ)	0.2	$257k	-6%	5.4k	48.04	View chart
Cleanspark Com New (CLSK)	0.2	$257k		26k	9.88	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.2	$252k		11k	23.69	View chart
Uipath Cl A (PATH)	0.2	$246k	-63%	24k	10.39	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$243k	+5%	3.6k	67.47	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.2	$242k		2.0k	119.77	View chart
Netflix (NFLX)	0.2	$235k	NEW	2.4k	99.39	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$225k		4.5k	50.00	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$215k		3.1k	70.36	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$212k	NEW	5.8k	36.79	View chart
Invesco Insured Municipal Income Trust (IIM)	0.1	$203k		17k	12.31	View chart
United Parcel Svcs CL B (UPS)	0.1	$203k	-31%	2.0k	100.45	View chart
Energy Fuels Com New (UUUU)	0.1	$194k	NEW	11k	18.38	View chart
D-wave Quantum (QBTS)	0.1	$153k		11k	14.57	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.1	$113k		11k	9.86	View chart
Strategy Note 0.625% 3/1 Call Option	0.1	$101k		16k	6.26	View chart
Volatility Shs Tr Premium Plus Etf Call Option (ZVOL)	0.0	$26k	+31%	105k	0.25	View chart
Cleanspark Note 6/1 Call Option	0.0	$22k		15k	1.48	View chart
Canopy Growth Corporation Com New Call Option (CGC)	0.0	$19k	-30%	133k	0.14	View chart

Past Filings by Lauer Wealth

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

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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