LAUREL OAK WEALTH MANAGEMENT, LLC
CIK 2111403
13F filing for Q2 2026・No. 3,248
- Holdings
- US$686.52M
- Quarter change
- +US$91.02M
- Entries
- 383
- Net bought (estimate)
- +US$21.09M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 38
- Sold out 15
- Cut 170
- Added 131
- Corporate actions 0
- Unchanged 44
Largest holdings
383 stocks worth US$686.52M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 167,862 | US$48.57M | 7.08% |
| NVDANvidiaCOM | Cut | 141,376 | US$28.29M | 4.12% |
| VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | Added | 179,208 | US$28.13M | 4.10% |
| GOOGLAlphabetCAP STK CL A | Added | 58,631 | US$20.95M | 3.05% |
| AMZNAmazonCOM | Added | 80,086 | US$19.09M | 2.78% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 216,078 | US$18.61M | 2.71% |
| LISTED FDS TRSWAN HEDGED EQTY | Added | 630,722 | US$16.82M | 2.45% |
| JPMJPMORGAN CHASE & COCOM | Added | 41,003 | US$13.42M | 1.96% |
| AMPLIFY ETF TRCWP ENHANCED DIV | Added | 282,884 | US$12.93M | 1.88% |
| MSFTMicrosoftCOM | Cut | 33,509 | US$12.5M | 1.82% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.