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Laurel Oak Wealth Management

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

Central Index Key (CIK): 0002111403

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Positions held by Laurel Oak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Laurel Oak Wealth Management

Laurel Oak Wealth Management holds 360 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple (AAPL)	7.1	$43M	168k	253.79	View chart
NVIDIA Corporation (NVDA)	4.2	$25M	144k	174.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	3.4	$20M	145k	138.32	View chart
Vanguard Index Fds Growth Etf (VUG)	2.8	$17M	38k	436.79	View chart
Amazon (AMZN)	2.8	$17M	80k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.8	$16M	57k	287.56	View chart
Microsoft Corporation (MSFT)	2.1	$13M	34k	370.17	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	2.0	$12M	489k	24.70	View chart
JPMorgan Chase & Co. (JPM)	1.9	$12M	39k	294.16	View chart
Spdr Series Trust State Street Spd (SPYV)	1.9	$11M	201k	56.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.7	$10M	48k	215.06	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.7	$10M	228k	44.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.6	$9.6M	65k	148.10	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.5	$9.1M	95k	95.44	View chart
Vanguard World Inf Tech Etf (VGT)	1.5	$9.0M	13k	697.70	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$8.4M	13k	650.34	View chart
Meta Platforms Cl A (META)	1.4	$8.4M	15k	572.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.4	$8.4M	114k	73.64	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$8.2M	29k	286.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$7.8M	12k	653.19	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	1.2	$7.4M	221k	33.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$7.1M	142k	49.89	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$6.7M	16k	430.29	View chart
Tesla Motors (TSLA)	1.1	$6.5M	18k	371.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$6.3M	11k	577.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$5.3M	69k	77.11	View chart
Ishares Tr Select Divid Etf (DVY)	0.9	$5.2M	35k	151.41	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.9	$5.1M	107k	48.15	View chart
Exxon Mobil Corporation (XOM)	0.8	$4.8M	29k	169.66	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$4.6M	17k	261.93	View chart
Johnson & Johnson (JNJ)	0.8	$4.5M	18k	244.44	View chart
Spdr Series Trust State Street Spd (SPYM)	0.8	$4.5M	59k	76.54	View chart
Chevron Corporation (CVX)	0.7	$4.2M	20k	206.90	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.7	$4.1M	173k	23.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$4.1M	13k	320.82	View chart
Eli Lilly & Co. (LLY)	0.6	$3.6M	3.9k	919.81	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.6	$3.4M	10k	328.65	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$3.3M	12k	287.18	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.6	$3.3M	103k	32.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$3.3M	26k	124.31	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$3.1M	44k	69.75	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.5	$3.1M	78k	39.48	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$3.0M	38k	79.56	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.5	$2.9M	25k	118.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.9M	29k	99.27	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.5	$2.7M	49k	55.36	View chart
Broadcom (AVGO)	0.4	$2.5M	8.1k	309.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$2.5M	37k	67.53	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$2.3M	11k	217.25	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$2.2M	27k	82.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$2.2M	11k	196.20	View chart
Public Service Enterprise (PEG)	0.4	$2.2M	27k	80.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$2.1M	15k	142.43	View chart
Nlight (LASR)	0.4	$2.1M	38k	57.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.1M	4.4k	479.20	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$2.1M	24k	87.84	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$2.1M	14k	145.74	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$2.0M	7.9k	257.35	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.3	$2.0M	40k	50.14	View chart
Spdr Series Trust State Street Spd (HYMB)	0.3	$2.0M	80k	24.80	View chart
Visa Com Cl A (V)	0.3	$1.9M	6.4k	302.25	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$1.9M	5.7k	337.97	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.9M	13k	146.28	View chart
Bank of America Corporation (BAC)	0.3	$1.9M	39k	48.75	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$1.9M	28k	67.12	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$1.8M	14k	128.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.8M	20k	88.16	View chart
Vanguard World Health Car Etf (VHT)	0.3	$1.8M	6.5k	272.31	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.3	$1.8M	28k	62.68	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.7M	16k	106.15	View chart
Ameriprise Financial (AMP)	0.3	$1.7M	3.9k	444.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.7M	55k	30.68	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.3	$1.7M	32k	52.30	View chart
Caterpillar (CAT)	0.3	$1.5M	2.2k	708.46	View chart
Waste Management (WM)	0.3	$1.5M	6.7k	229.78	View chart
Spdr Series Trust State Street Spd (SLYG)	0.3	$1.5M	16k	96.62	View chart
Chubb (CB)	0.3	$1.5M	4.6k	325.96	View chart
Netflix (NFLX)	0.3	$1.5M	16k	96.15	View chart
Home Depot (HD)	0.2	$1.5M	4.5k	328.92	View chart
Aehr Test Systems (AEHR)	0.2	$1.4M	39k	37.08	View chart
Merck & Co (MRK)	0.2	$1.4M	12k	120.29	View chart
Vanguard World Utilities Etf (VPU)	0.2	$1.4M	7.1k	198.14	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.2	$1.4M	14k	96.80	View chart
Wp Carey (WPC)	0.2	$1.3M	20k	67.96	View chart
Constellation Energy (CEG)	0.2	$1.3M	4.7k	279.25	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.3M	21k	62.56	View chart
Wal-Mart Stores (WMT)	0.2	$1.3M	10k	124.28	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.2	$1.3M	52k	24.86	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$1.3M	29k	44.87	View chart
Sherwin-Williams Company (SHW)	0.2	$1.2M	3.8k	320.55	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.2	$1.2M	26k	46.53	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$1.2M	39k	30.32	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$1.2M	3.9k	302.25	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.2M	3.1k	383.40	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.2M	13k	88.70	View chart
Verizon Communications (VZ)	0.2	$1.1M	22k	50.20	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.2	$1.1M	36k	30.12	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$1.1M	7.3k	145.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.0M	13k	77.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.0M	3.5k	298.85	View chart
Valero Energy Corporation (VLO)	0.2	$1.0M	4.1k	247.08	View chart
Costco Wholesale Corporation (COST)	0.2	$1.0M	1.0k	996.56	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.0M	13k	79.27	View chart
At&t (T)	0.2	$990k	34k	28.99	View chart
Marsh & McLennan Companies (MRSH)	0.2	$981k	5.7k	173.45	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$976k	10k	94.95	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$971k	7.3k	132.90	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$971k	4.4k	218.75	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$966k	12k	82.75	View chart
Hershey Company (HSY)	0.2	$964k	4.6k	207.89	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$957k	14k	70.36	View chart
Emcor (EME)	0.2	$955k	1.3k	738.31	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.2	$936k	37k	25.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$930k	1.6k	597.74	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.2	$923k	9.1k	101.02	View chart
Amgen (AMGN)	0.2	$921k	2.6k	351.85	View chart
Advanced Micro Devices (AMD)	0.2	$916k	4.5k	203.43	View chart
Mastercard Incorporated Cl A (MA)	0.2	$913k	1.8k	499.66	View chart
Applied Materials (AMAT)	0.2	$910k	2.7k	341.79	View chart
Spdr Series Trust State Street Spd (XOP)	0.2	$907k	5.0k	181.83	View chart
Vanguard World Energy Etf (VDE)	0.2	$905k	5.2k	173.03	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$897k	4.7k	189.59	View chart
International Business Machines (IBM)	0.2	$894k	3.7k	242.39	View chart
McDonald's Corporation (MCD)	0.1	$876k	2.8k	310.79	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$876k	14k	61.26	View chart
Coca-Cola Company (KO)	0.1	$869k	11k	76.05	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$865k	4.8k	181.42	View chart
Walt Disney Company (DIS)	0.1	$852k	8.8k	96.37	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$824k	7.6k	108.99	View chart
Columbia Seligm Prem Tech Gr (STK)	0.1	$821k	22k	37.93	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$817k	8.1k	100.72	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.1	$809k	14k	59.42	View chart
Abbvie (ABBV)	0.1	$797k	3.7k	217.48	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$779k	13k	61.64	View chart
Goldman Sachs (GS)	0.1	$773k	914.00	845.99	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$772k	13k	60.12	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$768k	8.1k	94.24	View chart
Oracle Corporation (ORCL)	0.1	$766k	5.2k	147.11	View chart
Cisco Systems (CSCO)	0.1	$760k	9.8k	77.59	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$751k	10k	74.35	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$734k	14k	51.23	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$733k	13k	57.20	View chart
Bristol Myers Squibb (BMY)	0.1	$731k	12k	60.65	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$721k	3.5k	208.05	View chart
Micron Technology (MU)	0.1	$719k	2.1k	337.84	View chart
FirstEnergy (FE)	0.1	$712k	14k	50.66	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$691k	5.8k	118.50	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$690k	5.9k	117.66	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$687k	3.5k	198.30	View chart
Cheniere Energy Com New (LNG)	0.1	$681k	2.4k	283.76	View chart
Lockheed Martin Corporation (LMT)	0.1	$679k	1.1k	604.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$664k	2.7k	248.02	View chart
Kla Corp Com New (KLAC)	0.1	$651k	442.00	1472.41	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$645k	58k	11.06	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$641k	1.6k	390.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$635k	7.0k	90.53	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.1	$634k	51k	12.39	View chart
Pfizer (PFE)	0.1	$626k	22k	28.08	View chart
Take-Two Interactive Software (TTWO)	0.1	$623k	3.2k	197.50	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.1	$614k	10k	60.07	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$610k	12k	50.34	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$608k	13k	47.37	View chart
Philip Morris International (PM)	0.1	$603k	3.6k	165.34	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$598k	7.6k	78.41	View chart
Corning Incorporated (GLW)	0.1	$595k	4.4k	135.97	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$594k	25k	24.27	View chart
Spdr Series Trust State Street Spd (PSK)	0.1	$580k	19k	30.84	View chart
Totalenergies Se Act (TTE)	0.1	$579k	6.4k	90.98	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$573k	5.2k	110.86	View chart
Thornburg Etf Tr Intl Equity Etf (TXUE)	0.1	$573k	18k	32.19	View chart
American Tower Reit (AMT)	0.1	$570k	3.3k	172.58	View chart
Medtronic SHS (MDT)	0.1	$568k	6.6k	86.65	View chart
PNC Financial Services (PNC)	0.1	$568k	2.7k	208.10	View chart
Etf Ser Solutions Clearshs Ocio (OCIO)	0.1	$560k	16k	34.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$559k	4.9k	113.11	View chart
Fs Kkr Capital Corp (FSK)	0.1	$558k	55k	10.18	View chart
Boeing Company (BA)	0.1	$552k	2.8k	199.03	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$543k	5.9k	92.75	View chart
Exelon Corporation (EXC)	0.1	$543k	11k	49.02	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$541k	5.4k	100.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$536k	1.3k	426.40	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$533k	5.4k	99.44	View chart
McKesson Corporation (MCK)	0.1	$522k	603.00	865.36	View chart
PPL Corporation (PPL)	0.1	$518k	14k	38.20	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$518k	6.2k	83.57	View chart
Cme (CME)	0.1	$515k	1.7k	295.35	View chart
Enbridge (ENB)	0.1	$514k	9.5k	54.14	View chart
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)	0.1	$510k	21k	24.89	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$504k	5.0k	100.58	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.1	$503k	10k	50.56	View chart
3M Company (MMM)	0.1	$502k	3.5k	145.22	View chart
TJX Companies (TJX)	0.1	$501k	3.1k	159.72	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$500k	9.5k	52.56	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$493k	20k	25.11	View chart
Duke Energy Corp Com New (DUK)	0.1	$488k	3.7k	130.94	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$487k	9.8k	49.61	View chart
Palo Alto Networks (PANW)	0.1	$486k	3.0k	160.31	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$485k	6.9k	69.89	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$482k	3.6k	132.52	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$482k	10k	47.98	View chart
Capitol Ser Tr Fairlead Tactica (TACK)	0.1	$480k	16k	30.40	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$476k	4.1k	115.00	View chart
Kkr & Co (KKR)	0.1	$475k	5.1k	92.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$473k	2.2k	211.15	View chart
Consolidated Edison (ED)	0.1	$471k	4.2k	113.18	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$469k	9.4k	49.81	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$468k	10k	45.89	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$464k	4.2k	109.69	View chart
Procter & Gamble Company (PG)	0.1	$460k	3.2k	144.43	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$460k	2.0k	224.54	View chart
NetApp (NTAP)	0.1	$460k	4.5k	102.40	View chart
Nextera Energy (NEE)	0.1	$458k	4.9k	92.88	View chart
Pepsi (PEP)	0.1	$445k	2.9k	155.29	View chart
Starbucks Corporation (SBUX)	0.1	$445k	5.0k	89.59	View chart
Intel Corporation (INTC)	0.1	$434k	9.8k	44.13	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$422k	9.0k	46.95	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$420k	7.2k	58.18	View chart
Vanguard World Financials Etf (VFH)	0.1	$414k	3.4k	120.83	View chart
American Express Company (AXP)	0.1	$405k	1.3k	302.48	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$404k	1.9k	215.98	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$393k	14k	28.95	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$390k	6.7k	58.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$387k	4.0k	97.14	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$386k	2.7k	144.71	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$381k	5.7k	67.22	View chart
Howmet Aerospace (HWM)	0.1	$381k	1.7k	230.46	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$379k	7.6k	49.99	View chart
UnitedHealth (UNH)	0.1	$378k	1.4k	270.60	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$376k	4.4k	84.60	View chart
Ciena Corp Com New (CIEN)	0.1	$375k	967.00	388.23	View chart
Commercial Vehicle (CVGI)	0.1	$375k	110k	3.41	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$371k	3.8k	97.92	View chart
salesforce (CRM)	0.1	$366k	2.0k	186.67	View chart
Vuzix Corp Com New (VUZI)	0.1	$365k	158k	2.31	View chart
Blackrock (BLK)	0.1	$364k	378.00	962.22	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$364k	9.5k	38.42	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$362k	7.8k	46.67	View chart
Ge Vernova (GEV)	0.1	$361k	414.00	872.90	View chart
ConocoPhillips (COP)	0.1	$361k	2.7k	132.00	View chart
Quanta Services (PWR)	0.1	$359k	653.00	549.02	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$357k	3.7k	95.73	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.1	$349k	30k	11.57	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$348k	946.00	367.44	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$347k	10k	33.22	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$346k	5.1k	68.14	View chart
Ge Aerospace Com New (GE)	0.1	$345k	1.2k	283.77	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$343k	6.1k	56.68	View chart
Us Bancorp Com New (USB)	0.1	$342k	6.6k	52.01	View chart
Apellis Pharmaceuticals (APLS)	0.1	$341k	8.5k	40.23	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$336k	7.0k	48.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$334k	6.2k	54.05	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$330k	250.00	1320.83	View chart
Unilever Spon Adr New (UL)	0.1	$328k	5.8k	56.97	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$327k	3.1k	106.01	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$325k	6.6k	49.37	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$325k	13k	25.64	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.1	$322k	11k	29.66	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$321k	3.7k	86.64	View chart
Abbott Laboratories (ABT)	0.1	$321k	3.1k	102.67	View chart
Western Digital (WDC)	0.1	$318k	1.2k	270.49	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.1	$317k	25k	12.51	View chart
Ishares Tr Hdg Msci Japan (HEWJ)	0.1	$316k	5.6k	56.28	View chart
Prologis (PLD)	0.1	$316k	2.4k	132.18	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$312k	5.8k	53.35	View chart
American Electric Power Company (AEP)	0.1	$311k	2.4k	131.10	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$310k	2.1k	146.59	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$310k	2.7k	116.11	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$309k	2.8k	109.00	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$309k	6.4k	48.26	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$309k	2.6k	118.45	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$307k	13k	23.32	View chart
Cummins (CMI)	0.1	$306k	568.00	538.02	View chart
John Hancock Exchange Traded Preferred Income (JHPI)	0.1	$303k	13k	22.58	View chart
Novo-nordisk A S Adr (NVO)	0.1	$303k	8.2k	36.75	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$303k	6.1k	49.40	View chart
Cardinal Health (CAH)	0.1	$300k	1.4k	211.31	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$299k	6.6k	45.52	View chart
Northrop Grumman Corporation (NOC)	0.0	$295k	433.00	682.28	View chart
Paychex (PAYX)	0.0	$291k	3.2k	92.12	View chart
Servicenow (NOW)	0.0	$290k	2.8k	104.55	View chart
Citigroup Com New (C)	0.0	$289k	2.5k	113.42	View chart
Thermo Fisher Scientific (TMO)	0.0	$287k	583.00	491.53	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$286k	3.5k	82.43	View chart
Spdr Series Trust State Street Spd (SJNK)	0.0	$284k	11k	24.98	View chart
Gilead Sciences (GILD)	0.0	$283k	2.0k	139.37	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$282k	2.8k	99.97	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$280k	1.5k	191.81	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$280k	3.4k	81.50	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$279k	2.9k	97.23	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$278k	1.6k	168.85	View chart
Spdr Series Trust State Street Spd (XNTK)	0.0	$277k	1.1k	255.28	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$272k	2.9k	93.92	View chart
Altria (MO)	0.0	$272k	4.1k	65.99	View chart
Global X Fds Global X Uranium (URA)	0.0	$272k	5.6k	48.43	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$266k	13k	20.70	View chart
Anthem (ELV)	0.0	$262k	896.00	292.75	View chart
Intuitive Surgical Com New (ISRG)	0.0	$262k	569.00	460.99	View chart
Union Pacific Corporation (UNP)	0.0	$258k	1.1k	242.64	View chart
Hasbro (HAS)	0.0	$257k	2.7k	93.60	View chart
Pimco High Income Com Shs (PHK)	0.0	$257k	55k	4.63	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.0	$254k	5.1k	49.83	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$253k	11k	22.66	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.0	$253k	10k	25.14	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$248k	4.5k	54.55	View chart
Wec Energy Group (WEC)	0.0	$247k	2.1k	115.77	View chart
Truist Financial Corp equities (TFC)	0.0	$245k	5.3k	45.97	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$243k	3.6k	68.47	View chart
General Motors Company (GM)	0.0	$242k	3.3k	74.50	View chart
United Rentals (URI)	0.0	$240k	330.00	728.56	View chart
Aon Shs Cl A (AON)	0.0	$238k	737.00	322.78	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$237k	2.5k	93.54	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$235k	10k	22.98	View chart
Johnson Controls Internation SHS (JCI)	0.0	$234k	1.8k	130.95	View chart
Simon Property (SPG)	0.0	$231k	1.2k	186.53	View chart
Air Products & Chemicals (APD)	0.0	$230k	793.00	290.52	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$230k	1.7k	132.10	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$230k	5.4k	42.49	View chart
Tc Energy Corp (TRP)	0.0	$229k	3.7k	62.60	View chart
Honeywell International (HON)	0.0	$226k	999.00	226.03	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$224k	2.7k	83.45	View chart
Raytheon Technologies Corp (RTX)	0.0	$223k	1.2k	192.98	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$220k	3.2k	68.78	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$215k	1.4k	151.28	View chart
Uber Technologies (UBER)	0.0	$215k	3.0k	71.93	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$214k	7.4k	29.13	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$214k	892.00	239.99	View chart
Target Corporation (TGT)	0.0	$213k	1.8k	121.19	View chart
Automatic Data Processing (ADP)	0.0	$213k	1.0k	203.18	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$213k	1.2k	184.28	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$212k	2.3k	92.69	View chart
Ishares Tr Top 20 U S Stock (TOPT)	0.0	$211k	7.4k	28.62	View chart
Linde SHS (LIN)	0.0	$211k	426.00	495.88	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$211k	10k	20.90	View chart
Deere & Company (DE)	0.0	$209k	371.00	563.30	View chart
Technipfmc (FTI)	0.0	$209k	3.0k	69.13	View chart
S&p Global (SPGI)	0.0	$208k	490.00	425.34	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.0	$208k	4.1k	50.33	View chart
Coreweave Com Cl A (CRWV)	0.0	$207k	2.7k	77.47	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$206k	8.3k	24.91	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.0	$205k	2.3k	89.86	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$205k	3.5k	58.05	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$204k	1.7k	120.97	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$203k	2.2k	91.63	View chart
Axon Enterprise (AXON)	0.0	$202k	476.00	424.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$202k	1.1k	191.92	View chart
Applovin Corp Com Cl A (APP)	0.0	$201k	506.00	398.00	View chart
Ford Motor Company (F)	0.0	$187k	16k	11.54	View chart
Enovix Corp (ENVX)	0.0	$165k	32k	5.18	View chart
Rocket Cos Com Cl A (RKT)	0.0	$158k	11k	14.25	View chart
Novavax Com New (NVAX)	0.0	$127k	16k	8.14	View chart
Stoneridge (SRI)	0.0	$109k	23k	4.83	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$109k	30k	3.66	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$96k	12k	7.94	View chart
NN (NNBR)	0.0	$73k	50k	1.45	View chart
Nio Spon Ads (NIO)	0.0	$62k	10k	6.03	View chart
Ftc Solar Com New (FTCI)	0.0	$61k	16k	3.78	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$55k	11k	4.96	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	0.0	$45k	12k	3.65	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.0	$40k	11k	3.63	View chart
Hyliion Holdings Corp Common Stock (HYLN)	0.0	$18k	10k	1.76	View chart

Past Filings by Laurel Oak Wealth Management

SEC 13F filings are viewable for Laurel Oak Wealth Management going back to 2026

Laurel Oak Wealth Management 2026 Q1 filed April 21, 2026

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