LAUREL OAK WEALTH MANAGEMENT, LLC: 13F holdings
CIK 21114032026Q2
| Positions | 383 |
|---|---|
| Reported value | $686.5m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 167,862 | $48.6m | 7.1% |
| NVDA NVIDIA CORPORATION | 141,376 | $28.3m | 4.1% |
| ACWI VANGUARD INTL EQUITY INDEX F | 179,208 | $28.1m | 4.1% |
| GOOGL ALPHABET INC | 58,631 | $21.0m | 3.1% |
| AMZN AMAZON COM INC | 80,086 | $19.1m | 2.8% |
| VUG VANGUARD INDEX FDS | 216,078 | $18.6m | 2.7% |
| LISTED FDS TR | 630,722 | $16.8m | 2.4% |
| JPM JPMORGAN CHASE & CO | 41,003 | $13.4m | 2.0% |
| DIVO AMPLIFY ETF TR | 282,884 | $12.9m | 1.9% |
| MSFT MICROSOFT CORP | 33,509 | $12.5m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111403")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.