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Laurel Oak Wealth Management

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

Top 5 stock holdings are AAPL, NVDA, VT, AMZN, GOOGL, and represent 22.13% of Laurel Oak Wealth Management's stock portfolio.
Added to shares of these 10 stocks: XOM, ITOT, GRNY, TEVA, VFLO, HEGD, VT, CRWD, META, MSFT.
Started 27 new stock positions in TMSL, FCX, DON, ASX, PRU, INFY, MDLZ, IYG, CRWV, DASH.
Reduced shares in these 10 stocks: RUNN, , Teva Pharmaceutical Industries, VLO, , IEF, AAPL, BIL, AEHR, IEI.
Sold out of its positions in Adobe Sys Inc option, ELV, APP, AXON, BBD, CDNS, CASY, CIEN, Exxon Mobil Corporation, Facebook Inc call.
Laurel Oak Wealth Management was a net buyer of stock by $15M.
Laurel Oak Wealth Management has $713M in assets under management (AUM), dropping by 3.79%.
Central Index Key (CIK): 0002111403

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Portfolio Holdings for Laurel Oak Wealth Management

Laurel Oak Wealth Management holds 379 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
Apple (AAPL)	7.7	$55M		166k	333.02	View chart
NVIDIA Corporation (NVDA)	4.6	$33M		143k	228.38	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	4.1	$29M	+3%	186k	157.85	View chart
Amazon (AMZN)	2.9	$20M		82k	249.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.8	$20M		59k	344.08	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	2.7	$19M		216k	90.11	View chart
Microsoft Corporation (MSFT)	2.5	$18M	+5%	35k	512.90	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	2.5	$18M	+7%	675k	26.86	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.0	$14M	+7%	303k	46.49	View chart
JPMorgan Chase & Co. (JPM)	2.0	$14M	+2%	42k	330.83	View chart
Vanguard World Inf Tech Etf (VGT)	1.8	$13M		103k	125.67	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	1.6	$12M	+8%	331k	34.95	View chart
Spdr Series Trust St Str P500val (SPYV)	1.6	$11M		183k	61.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$11M		46k	233.31	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$9.9M		29k	340.74	View chart
Meta Platforms Cl A (META)	1.4	$9.9M	+11%	14k	725.17	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$9.8M	+2%	13k	762.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.3	$9.6M		62k	155.20	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	1.3	$9.2M	+26%	329k	27.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$8.9M		12k	765.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$8.3M	+2%	11k	739.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$7.8M	+7%	164k	47.36	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.1	$7.6M	-8%	85k	89.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$7.3M	-2%	104k	70.15	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$7.2M	+68%	43k	166.28	View chart
Tesla Motors (TSLA)	1.0	$6.8M	+4%	19k	354.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$6.7M	+10%	79k	84.96	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.9	$6.6M	+22%	128k	51.19	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$5.6M		15k	380.84	View chart
Ishares Tr Select Divid Etf (DVY)	0.7	$5.3M	+2%	35k	152.07	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.7	$5.2M	-4%	9.1k	568.64	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.7	$5.0M	+2%	18k	284.48	View chart
Johnson & Johnson (JNJ)	0.7	$5.0M		19k	264.74	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.7	$4.9M		95k	51.90	View chart
Eli Lilly & Co. (LLY)	0.7	$4.8M	+3%	4.2k	1157.19	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.7	$4.8M	-3%	13k	374.24	View chart
Chevron Corporation (CVX)	0.6	$4.6M	+7%	23k	204.21	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.6	$4.5M	NEW	28k	162.75	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.5	$3.9M	+5%	50k	78.42	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.5	$3.9M	-6%	43k	89.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$3.3M	-2%	25k	136.04	View chart
Micron Technology (MU)	0.5	$3.3M	+16%	3.1k	1065.12	View chart
Advanced Micro Devices (AMD)	0.4	$3.1M	+2%	5.0k	611.76	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$3.0M	-3%	38k	81.16	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.4	$3.0M	+21%	61k	49.85	View chart
Palantir Technologies Cl A (PLTR)	0.4	$2.9M	+9%	16k	187.05	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.4	$2.9M		28k	103.09	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$2.7M	-7%	35k	77.21	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$2.7M	+2%	38k	71.95	View chart
Broadcom (AVGO)	0.4	$2.7M		7.7k	351.20	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.4	$2.7M	+19%	114k	23.47	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.4	$2.6M	+12%	54k	48.03	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$2.5M	+2%	25k	97.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$2.5M	-7%	26k	94.54	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.3	$2.4M	+15%	31k	76.69	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.3	$2.3M	-2%	11k	216.09	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.3	$2.3M	+7%	30k	78.32	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$2.3M	-5%	5.1k	456.19	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.3	$2.3M		7.9k	292.10	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$2.3M		14k	160.74	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.3	$2.3M	+3%	9.9k	231.02	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$2.2M	+52%	32k	69.71	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$2.2M	+14%	27k	81.20	View chart
Bank of America Corporation (BAC)	0.3	$2.2M		40k	54.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$2.1M	+3%	65k	32.53	View chart
Visa Com Cl A (V)	0.3	$2.1M	-3%	5.9k	359.30	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.3	$2.1M	+65%	14k	150.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.1M	+2%	4.2k	497.95	View chart
Thornburg Etf Tr Intl Equity Etf (TXUE)	0.3	$2.0M	+41%	57k	34.72	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$1.9M	+9%	14k	137.68	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$1.9M		26k	71.50	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.3	$1.8M	+6%	17k	106.97	View chart
Vanguard World Health Car Etf (VHT)	0.2	$1.8M		5.6k	316.10	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$1.8M	-8%	35k	50.14	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$1.8M	-22%	15k	113.44	View chart
Ameriprise Financial (AMP)	0.2	$1.7M		3.5k	492.39	View chart
Public Service Enterprise (PEG)	0.2	$1.7M		26k	67.34	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.7M	-4%	17k	101.10	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.2	$1.6M	-3%	30k	55.46	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$1.6M	+23%	23k	69.26	View chart
Merck & Co (MRK)	0.2	$1.6M	-5%	11k	145.31	View chart
Caterpillar (CAT)	0.2	$1.6M	-6%	2.0k	810.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.6M		20k	78.10	View chart
Etf Ser Solutions Clearshs Ocio (OCIO)	0.2	$1.6M	+18%	42k	37.74	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.5M	-9%	2.5k	609.00	View chart
Chubb (CB)	0.2	$1.5M		4.6k	325.26	View chart
Teva Pharmaceutical Inds SHS (TEVA)	0.2	$1.4M	NEW	36k	39.60	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.2	$1.4M	-3%	26k	53.28	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.3M	+383%	5.0k	264.75	View chart
Waste Management (WM)	0.2	$1.3M		6.5k	203.91	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.2	$1.3M	+6%	55k	23.51	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.3M		19k	66.76	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$1.3M	+64%	26k	48.46	View chart
Home Depot (HD)	0.2	$1.2M		4.4k	284.51	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$1.2M	+8%	42k	29.50	View chart
Applied Materials (AMAT)	0.2	$1.2M	-8%	2.4k	511.38	View chart
Constellation Energy (CEG)	0.2	$1.2M		4.8k	254.03	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.2M		4.6k	264.90	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.2	$1.2M		3.5k	351.85	View chart
Wal-Mart Stores (WMT)	0.2	$1.2M	+7%	12k	103.92	View chart
Aehr Test Systems (AEHR)	0.2	$1.2M	-31%	12k	99.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.2M	+10%	1.7k	700.91	View chart
Wp Carey (WPC)	0.2	$1.2M		18k	64.63	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.2	$1.2M	-7%	3.5k	337.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.2M		13k	89.63	View chart
Sherwin-Williams Company (SHW)	0.2	$1.2M		3.6k	323.27	View chart
Verizon Communications (VZ)	0.2	$1.2M		26k	45.87	View chart
Intel Corporation (INTC)	0.2	$1.2M		9.7k	120.23	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.2	$1.1M	-11%	12k	91.80	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.2	$1.1M	+3%	11k	99.34	View chart
Vanguard World Utilities Etf (VPU)	0.2	$1.1M	-3%	6.5k	170.99	View chart
Columbia Seligm Prem Tech Gr (STK)	0.2	$1.1M	-3%	20k	53.77	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$1.1M	+68%	14k	76.40	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$1.1M		3.6k	300.06	View chart
Palo Alto Networks (PANW)	0.1	$1.1M	-7%	2.7k	397.31	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.0M		5.0k	209.45	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$1.0M	-15%	5.2k	195.74	View chart
Netflix (NFLX)	0.1	$1.0M	+3%	15k	69.58	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.1	$1.0M	+3%	8.7k	116.60	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.1	$1.0M	+9%	30k	33.70	View chart
Cisco Systems (CSCO)	0.1	$1.0M		9.3k	107.63	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$985k		5.8k	169.04	View chart
Walt Disney Company (DIS)	0.1	$982k	+7%	9.4k	104.90	View chart
Marsh & McLennan Companies (MRSH)	0.1	$940k		5.5k	170.73	View chart
Oracle Corporation (ORCL)	0.1	$937k	-22%	6.8k	137.30	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$923k	-6%	6.3k	146.49	View chart
Abbvie (ABBV)	0.1	$922k	-9%	3.5k	261.61	View chart
Vanguard World Energy Etf (VDE)	0.1	$907k		5.3k	172.17	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$906k	-4%	4.4k	207.19	View chart
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)	0.1	$904k	+195%	38k	23.79	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$902k		15k	61.50	View chart
Spdr Series Trust Sp O&g Expl Pro (XOP)	0.1	$897k	-4%	5.0k	179.33	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$892k		13k	71.56	View chart
Costco Wholesale Corporation (COST)	0.1	$888k	-4%	975.00	910.62	View chart
International Business Machines (IBM)	0.1	$874k	+4%	4.0k	219.95	View chart
Coca-Cola Company (KO)	0.1	$874k		10k	86.08	View chart
Mastercard Incorporated Cl A (MA)	0.1	$864k	+5%	1.6k	551.47	View chart
Amgen (AMGN)	0.1	$856k	-20%	2.0k	421.51	View chart
Emcor (EME)	0.1	$851k		1.1k	754.49	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.1	$828k		84k	9.81	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$821k		10k	79.14	View chart
Hershey Company (HSY)	0.1	$814k		5.2k	157.61	View chart
Goldman Sachs (GS)	0.1	$813k	-2%	903.00	900.36	View chart
Valero Energy Corporation (VLO)	0.1	$804k	-50%	2.1k	387.62	View chart
Capitol Ser Tr Fair Ta Sect Etf (TACK)	0.1	$795k		25k	31.37	View chart
NetApp (NTAP)	0.1	$791k	+7%	3.8k	210.07	View chart
Kla Corp Com New (KLAC)	0.1	$783k	-7%	4.0k	194.93	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$771k	+19%	32k	23.86	View chart
At&t (T)	0.1	$768k	+7%	32k	24.40	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$767k		8.6k	89.62	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$754k	-25%	10k	72.86	View chart
Bristol Myers Squibb (BMY)	0.1	$748k		12k	62.40	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.1	$746k	-2%	9.2k	80.82	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.1	$741k	-12%	12k	63.62	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$728k	+27%	15k	48.18	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.1	$727k	+258%	15k	48.80	View chart
Corning Incorporated (GLW)	0.1	$720k		4.7k	153.76	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$716k	+98%	15k	47.58	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$705k	-5%	9.0k	78.31	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$703k		14k	48.71	View chart
Philip Morris International (PM)	0.1	$685k	+5%	3.6k	190.82	View chart
Pfizer (PFE)	0.1	$654k		23k	28.52	View chart
Take-Two Interactive Software (TTWO)	0.1	$651k	-6%	3.1k	207.50	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$646k	-6%	6.4k	101.12	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$646k		4.5k	142.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$635k		5.1k	125.26	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$633k		5.0k	125.65	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$633k	-5%	12k	55.03	View chart
Servicenow (NOW)	0.1	$631k	+2%	4.7k	134.01	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$629k	-15%	2.3k	277.93	View chart
McDonald's Corporation (MCD)	0.1	$628k	-2%	2.7k	230.94	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$625k		5.7k	109.62	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$622k		12k	50.39	View chart
FirstEnergy (FE)	0.1	$612k		14k	43.33	View chart
Nlight (LASR)	0.1	$602k		15k	38.95	View chart
PNC Financial Services (PNC)	0.1	$592k	+3%	2.7k	222.26	View chart
Lockheed Martin Corporation (LMT)	0.1	$588k	+6%	1.2k	509.05	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$576k	+46%	2.6k	218.23	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$571k		6.2k	92.16	View chart
Medtronic SHS (MDT)	0.1	$564k		6.5k	86.29	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$564k		5.8k	97.45	View chart
3M Company (MMM)	0.1	$564k		3.4k	164.14	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$562k	-15%	5.8k	96.88	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.1	$556k	-21%	21k	26.30	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$549k		1.7k	329.73	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$539k	+4%	6.0k	89.48	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.1	$535k		11k	48.74	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$526k	-11%	2.9k	183.37	View chart
Fs Kkr Capital Corp (FSK)	0.1	$522k	-8%	48k	10.99	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$522k		7.1k	73.64	View chart
PPL Corporation (PPL)	0.1	$521k	+13%	16k	32.89	View chart
Procter & Gamble Company (PG)	0.1	$520k	+7%	3.6k	145.27	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.1	$506k	+47%	2.6k	195.49	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.1	$505k	-88%	16k	32.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$498k	-2%	2.2k	228.28	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$496k		3.6k	137.70	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$495k		9.7k	51.23	View chart
Sk Hynix American Deposit (SKHY)	0.1	$491k	NEW	2.7k	184.15	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$490k	-6%	4.8k	102.19	View chart
Boeing Company (BA)	0.1	$488k		2.6k	186.05	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$484k		3.8k	128.93	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$481k	+10%	4.6k	103.90	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$480k	-16%	6.2k	77.24	View chart
Starbucks Corporation (SBUX)	0.1	$471k	+2%	5.0k	93.96	View chart
Ge Aerospace Com New (GE)	0.1	$470k	+10%	1.5k	312.32	View chart
Totalenergies Se Act (TTE)	0.1	$467k	-8%	5.5k	85.50	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.1	$461k		5.0k	92.65	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.1	$459k		10k	45.68	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$450k	-3%	4.0k	112.09	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$445k	+3%	7.9k	56.22	View chart
UnitedHealth (UNH)	0.1	$443k	-18%	1.2k	367.08	View chart
McKesson Corporation (MCK)	0.1	$441k	-15%	517.00	853.81	View chart
Vuzix Corp Com New (VUZI)	0.1	$441k		158k	2.79	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$440k		2.7k	160.33	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$439k		14k	32.32	View chart
Exelon Corporation (EXC)	0.1	$439k		11k	40.40	View chart
Vanguard World Financials Etf (VFH)	0.1	$437k	+5%	3.4k	130.08	View chart
American Tower Reit (AMT)	0.1	$432k	-14%	2.6k	163.69	View chart
Consolidated Edison (ED)	0.1	$430k		4.2k	102.21	View chart
Duke Energy Corp Com New (DUK)	0.1	$429k	+4%	3.8k	114.00	View chart
Coreweave Com Cl A (CRWV)	0.1	$429k	NEW	4.9k	87.12	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$429k		6.6k	65.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$424k	-2%	9.0k	47.34	View chart
Blackrock (BLK)	0.1	$423k	+6%	399.00	1059.21	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$419k		3.4k	123.08	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$416k		4.4k	94.99	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.1	$415k		1.1k	382.19	View chart
ConocoPhillips (COP)	0.1	$414k	+17%	3.3k	125.15	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$412k		1.4k	289.66	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$408k	+34%	8.6k	47.29	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$408k	+7%	2.4k	168.43	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$407k	-15%	39k	10.49	View chart
Enbridge (ENB)	0.1	$407k		8.7k	46.49	View chart
Ge Vernova (GEV)	0.1	$405k	+10%	426.00	950.52	View chart
Unilever Spon Adr New (UL)	0.1	$403k	+9%	6.6k	60.73	View chart
Pepsi (PEP)	0.1	$399k	+14%	3.1k	126.72	View chart
Marvell Technology (MRVL)	0.1	$397k	+25%	1.5k	264.21	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$397k		5.5k	71.64	View chart
Quanta Services (PWR)	0.1	$396k	-4%	617.00	642.51	View chart
Nextera Energy (NEE)	0.1	$395k	+5%	5.2k	75.74	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$390k	+4%	7.3k	53.40	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$388k	-4%	214.00	1811.67	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.1	$385k	+19%	7.7k	50.25	View chart
Cheniere Energy Com New (LNG)	0.1	$381k	-35%	1.4k	269.03	View chart
Us Bancorp Com New (USB)	0.1	$380k		6.6k	57.76	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$380k		6.4k	59.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$380k		13k	30.00	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$373k		6.9k	54.40	View chart
American Express Company (AXP)	0.1	$365k	-2%	1.2k	304.10	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$364k	+48%	17k	21.92	View chart
John Hancock Exchange Traded Pfd Income Etf (JHPI)	0.1	$359k	+16%	17k	21.71	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$359k	+6%	6.5k	54.95	View chart
Howmet Aerospace (HWM)	0.0	$356k	-3%	1.6k	226.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$352k	+12%	9.8k	35.93	View chart
TJX Companies (TJX)	0.0	$352k	-2%	2.7k	132.31	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.0	$341k	+21%	6.1k	55.83	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$337k		4.4k	75.82	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.0	$336k		30k	11.28	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$334k		6.2k	54.10	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.0	$331k	NEW	8.1k	40.70	View chart
Kkr & Co (KKR)	0.0	$327k	-29%	3.6k	91.31	View chart
Spdr Series Trust St Str Pfd Etf (PSK)	0.0	$327k	-30%	12k	28.34	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$324k	-2%	2.5k	128.10	View chart
Commercial Vehicle (CVGI)	0.0	$322k		110k	2.93	View chart
Fortinet (FTNT)	0.0	$321k		1.8k	178.76	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$319k	+14%	2.8k	112.50	View chart
Dell Technologies CL C (DELL)	0.0	$317k	+2%	590.00	537.96	View chart
Western Digital (WDC)	0.0	$315k	-37%	693.00	454.46	View chart
Prologis (PLD)	0.0	$314k		2.4k	129.84	View chart
Paychex (PAYX)	0.0	$313k		3.2k	98.50	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$312k		7.6k	41.23	View chart
Abbott Laboratories (ABT)	0.0	$309k		3.1k	98.82	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$309k		7.0k	44.41	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$306k	+22%	5.0k	61.26	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$305k	-7%	2.8k	108.82	View chart
Union Pacific Corporation (UNP)	0.0	$303k	+4%	1.1k	272.13	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$302k		7.7k	39.44	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$302k	+2%	1.4k	210.53	View chart
Ishares Tr Hdg Msci Japan (HEWJ)	0.0	$300k	-2%	4.6k	65.27	View chart
American Electric Power Company (AEP)	0.0	$300k		2.5k	118.66	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$299k		3.4k	87.19	View chart
Cme (CME)	0.0	$299k	+19%	1.1k	261.98	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$299k		1.3k	222.24	View chart
Cardinal Health (CAH)	0.0	$298k	-7%	1.3k	222.50	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$293k	-17%	2.6k	110.96	View chart
Citigroup Com New (C)	0.0	$292k	-8%	2.3k	129.50	View chart
Wec Energy Group (WEC)	0.0	$289k		2.9k	100.78	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$287k	+6%	2.8k	100.84	View chart
Capital Group Core Balanced SHS (CGBL)	0.0	$286k	NEW	7.8k	36.75	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$286k	-31%	1.9k	148.22	View chart
Astera Labs (ALAB)	0.0	$286k	-3%	803.00	355.97	View chart
Altria (MO)	0.0	$286k	+2%	4.2k	67.34	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$285k	-14%	2.7k	106.71	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$284k		896.00	317.34	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$283k	+44%	1.5k	189.40	View chart
Automatic Data Processing (ADP)	0.0	$279k	-31%	1.1k	258.06	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.0	$279k		6.1k	45.37	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.0	$278k		12k	24.25	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.0	$278k	+21%	4.3k	64.58	View chart
Snowflake Com Shs (SNOW)	0.0	$277k	NEW	815.00	339.56	View chart
Expedia Group Com New (EXPE)	0.0	$277k	NEW	1.1k	263.36	View chart
Target Corporation (TGT)	0.0	$276k		1.8k	156.73	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$271k		1.7k	155.68	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$269k		3.6k	75.62	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$268k	-10%	11k	23.53	View chart
Phillips 66 (PSX)	0.0	$265k	NEW	1.0k	255.31	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$265k	+57%	1.1k	241.31	View chart
Kimberly-Clark Corporation (KMB)	0.0	$263k	+35%	2.7k	97.43	View chart
Charles Schwab Corporation (SCHW)	0.0	$263k	NEW	2.7k	97.74	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.0	$262k	+21%	12k	22.59	View chart
Gilead Sciences (GILD)	0.0	$259k		1.7k	149.05	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$259k		2.5k	102.12	View chart
Ishares Tr Top 20 U S Etf (TOPT)	0.0	$258k		7.4k	34.90	View chart
WESCO International (WCC)	0.0	$257k		714.00	359.59	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$257k	+3%	4.7k	54.51	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$256k		5.0k	51.15	View chart
General Motors Company (GM)	0.0	$254k		3.3k	77.00	View chart
salesforce (CRM)	0.0	$254k	-29%	1.1k	229.61	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$253k		2.7k	94.46	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$253k	-3%	4.0k	63.61	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$252k	NEW	4.7k	53.95	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$251k		5.4k	46.39	View chart
Novo-nordisk A S Adr (NVO)	0.0	$251k	-3%	6.6k	37.91	View chart
Deere & Company (DE)	0.0	$251k	+3%	373.00	671.55	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.0	$248k	NEW	12k	21.38	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$247k	NEW	4.3k	57.82	View chart
Regions Financial Corporation (RF)	0.0	$245k	NEW	9.1k	26.88	View chart
Astrazeneca Ord (AZN)	0.0	$243k	-2%	1.5k	161.48	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$243k		1.7k	144.01	View chart
Digitalocean Hldgs (DOCN)	0.0	$242k	NEW	1.8k	133.39	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$242k	NEW	2.7k	89.92	View chart
Hasbro (HAS)	0.0	$241k		2.7k	87.68	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.0	$239k		5.1k	46.94	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$235k	-28%	6.7k	35.23	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$235k	-26%	9.5k	24.83	View chart
Delta Air Lines Com New (DAL)	0.0	$233k		2.8k	83.46	View chart
Global X Fds Global X Uranium (URA)	0.0	$233k	+4%	5.8k	39.85	View chart
Natera (NTRA)	0.0	$233k	NEW	563.00	413.31	View chart
Ishares Tr Morningstr Us Eq	0.0	$231k	-7%	2.2k	105.68	View chart
Cbiz (CBZ)	0.0	$231k	NEW	4.2k	54.69	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$229k	+10%	1.4k	166.94	View chart
Intuitive Surgical Com New (ISRG)	0.0	$229k	NEW	563.00	406.63	View chart
Cummins (CMI)	0.0	$227k	-26%	440.00	516.57	View chart
Rocket Lab Corp (RKLB)	0.0	$225k	+60%	3.2k	69.68	View chart
Nebius Group Shs Class A (NBIS)	0.0	$224k	+17%	951.00	235.88	View chart
NN (NNBR)	0.0	$224k	+22%	61k	3.67	View chart
Travelers Companies (TRV)	0.0	$221k		619.00	356.51	View chart
Air Products & Chemicals (APD)	0.0	$220k		792.00	278.23	View chart
Lam Research Corp Com New (LRCX)	0.0	$219k	-6%	666.00	328.51	View chart
MercadoLibre (MELI)	0.0	$216k	NEW	125.00	1728.53	View chart
Northrop Grumman Corporation (NOC)	0.0	$215k		445.00	483.48	View chart
Amcor Com New (AMCR)	0.0	$212k	+3%	5.1k	41.86	View chart
Thermo Fisher Scientific (TMO)	0.0	$212k	-42%	314.00	675.05	View chart
Freeport Mcmoran CL B (FCX)	0.0	$212k	NEW	3.0k	70.01	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$211k	-11%	2.3k	90.83	View chart
CMS Energy Corporation (CMS)	0.0	$209k	NEW	3.3k	63.08	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$207k	-26%	748.00	276.98	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$207k	NEW	4.1k	50.37	View chart
Marriott Intl Cl A (MAR)	0.0	$205k		575.00	355.68	View chart
Loar Holdings Com Shs (LOAR)	0.0	$204k		3.3k	61.52	View chart
Tc Energy Corp (TRP)	0.0	$203k	-3%	3.5k	57.78	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.0	$203k	NEW	4.6k	44.46	View chart
Prudential Financial (PRU)	0.0	$203k	NEW	1.8k	113.58	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$202k	+4%	8.5k	23.70	View chart
Royal Caribbean Cruises (RCL)	0.0	$201k	+4%	758.00	265.72	View chart
Doordash Cl A (DASH)	0.0	$201k	NEW	1.1k	183.55	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$201k		10k	19.88	View chart
CVS Caremark Corporation (CVS)	0.0	$200k	-2%	2.3k	85.69	View chart
Ford Motor Company (F)	0.0	$191k	-3%	16k	12.06	View chart
Novavax Com New (NVAX)	0.0	$168k		16k	10.81	View chart
Stoneridge (SRI)	0.0	$150k		23k	6.65	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$142k	+6%	13k	11.05	View chart
Infosys Sponsored Adr (INFY)	0.0	$116k	NEW	11k	10.76	View chart
Grab Holdings Class A Ord (GRAB)	0.0	$101k	+7%	32k	3.11	View chart
Enovix Corp (ENVX)	0.0	$92k		32k	2.90	View chart
Hyliion Holdings Corp Common Stock (HYLN)	0.0	$42k		10k	4.17	View chart
Nio Spon Ads (NIO)	0.0	$35k		10k	3.43	View chart
Ftc Solar Com New (FTCI)	0.0	$34k		16k	2.15	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$34k		11k	3.06	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 Q3 filed Oct. 19, 2026
Laurel Oak Wealth Management 2026 Q2 filed July 21, 2026
Laurel Oak Wealth Management 2026 Q1 filed April 21, 2026

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