Lauer Wealth

Lauer Wealth as of March 31, 2026

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 432k 40.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 11.8 $17M 28k 606.09
Wisdomtree Tr Us Qtly Div Grt (DGRW) 9.9 $14M 157k 90.47
Ishares Tr Morningstar Valu (ILCV) 9.6 $14M 144k 95.57
Wisdomtree Tr Floatng Rat Trea (USFR) 8.6 $12M 245k 50.38
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 7.8 $11M 239k 46.86
Tesla Motors (TSLA) 4.8 $6.8M 20k 343.25
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.6 $6.6M 113k 58.43
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.4 $6.3M 106k 59.49
Bitmine Immersion Tecnologie Com New (BMNR) 2.7 $3.8M 178k 21.52
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.2 $3.1M 42k 74.23
Wisdomtree Tr Us Midcap Fund (EZM) 1.8 $2.6M 37k 69.66
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.6 $2.3M 63k 35.95
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.4 $2.1M 24k 86.92
NVIDIA Corporation (NVDA) 1.2 $1.8M 9.6k 182.08
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.0 $1.5M 18k 83.03
Ishares Ethereum Tr SHS (ETHA) 1.0 $1.5M 88k 16.72
Global X Fds Defense Tech Etf (SHLD) 1.0 $1.4M 19k 74.96
Eos Energy Enterprises Com Cl A (EOSE) 0.8 $1.2M 261k 4.59
Advanced Micro Devices (AMD) 0.8 $1.2M 5.1k 231.82
First Tr Exchange-traded Indxx Nat Re Etf (FTRI) 0.7 $978k 54k 18.25
Vanguard World Inf Tech Etf (VGT) 0.7 $976k 1.3k 739.10
Palantir Technologies Cl A (PLTR) 0.7 $947k 6.7k 140.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $805k 2.4k 333.70
Amazon (AMZN) 0.6 $793k 3.6k 221.25
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $697k 8.8k 79.24
Ark Etf Tr Genomic Rev Etf (ARKG) 0.4 $630k 23k 27.81
UnitedHealth (UNH) 0.4 $610k 2.0k 305.98
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $594k 878.00 676.01
Apple (AAPL) 0.4 $569k 2.2k 258.90
Strategy Cl A New (MSTR) 0.4 $519k 4.0k 128.30
Cipher Mining (CIFR) 0.4 $513k 33k 15.42
Tempus Ai Cl A (TEM) 0.3 $485k 10k 47.50
Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $411k 8.6k 48.00
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $379k 2.7k 141.69
Microsoft Corporation (MSFT) 0.3 $375k 1.0k 374.33
Global X Fds Global X Uranium (URA) 0.2 $324k 6.3k 51.40
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $288k 2.9k 99.43
Albemarle Corporation (ALB) 0.2 $285k 1.6k 177.44
Janover (DFDV) 0.2 $282k 79k 3.56
Micron Technology (MU) 0.2 $281k 690.00 406.73
Redwire Corporation (RDW) 0.2 $271k 28k 9.61
Verizon Communications (VZ) 0.2 $257k 5.4k 48.04
Cleanspark Com New (CLSK) 0.2 $257k 26k 9.88
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.2 $252k 11k 23.69
Uipath Cl A (PATH) 0.2 $246k 24k 10.39
Ishares Silver Tr Ishares (SLV) 0.2 $243k 3.6k 67.47
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.2 $242k 2.0k 119.77
Netflix (NFLX) 0.2 $235k 2.4k 99.39
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $225k 4.5k 50.00
Ark Etf Tr Innovation Etf (ARKK) 0.2 $215k 3.1k 70.36
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $212k 5.8k 36.79
Invesco Insured Municipal Income Trust (IIM) 0.1 $203k 17k 12.31
United Parcel Svcs CL B (UPS) 0.1 $203k 2.0k 100.45
Energy Fuels Com New (UUUU) 0.1 $194k 11k 18.38
D-wave Quantum (QBTS) 0.1 $153k 11k 14.57
Nuscale Pwr Corp Cl A Com (SMR) 0.1 $113k 11k 9.86
Strategy Note 0.625% 3/1 Call Option 0.1 $101k 16k 6.26
Volatility Shs Tr Premium Plus Etf Call Option (ZVOL) 0.0 $26k 105k 0.25
Cleanspark Note 6/1 Call Option 0.0 $22k 15k 1.48
Canopy Growth Corporation Com New Call Option (CGC) 0.0 $19k 133k 0.14