LAUREL OAK WEALTH MANAGEMENT, LLC
Q3 2026 13F filing
Updated 17 days ago379 disclosed positions worth $712.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $55.2M | 165.8K | 7.75% | Trimmed(-1.2%) |
| 2 | N NVIDIA CORPORATION | $32.7M | 143.0K | 4.58% | Added(+1.1%) |
| 3 | V VANGUARD INTL EQUITY INDEX F | $29.3M | 185.9K | 4.12% | Added(+3.7%) |
| 4 | A AMAZON COM INC | $20.3M | 81.5K | 2.85% | Added(+1.8%) |
| 5 | G ALPHABET INC | $20.1M | 58.5K | 2.83% | Trimmed(-0.2%) |
| 6 | V VANGUARD INDEX FDS | $19.4M | 215.5K | 2.72% | Trimmed(-0.3%) |
| 7 | M MICROSOFT CORP | $18.1M | 35.4K | 2.55% | Added(+5.6%) |
| 8 | ? N/A LISTED FDS TR | $18.1M | 675.2K | 2.55% | Added(+7.0%) |
| 9 | A AMPLIFY ETF TR | $14.1M | 303.0K | 1.98% | Added(+7.1%) |
| 10 | J JPMORGAN CHASE & CO | $14M | 42.2K | 1.96% | Added(+3.0%) |
| 11 | V VANGUARD WORLD FD | $13M | 103.4K | 1.82% | Added(+0.2%) |
| 12 | ? N/A INNOVATOR ETFS TRUST | $11.6M | 331.3K | 1.63% | Added(+9.0%) |
| 13 | S SPDR SERIES TRUST | $11.2M | 183.1K | 1.57% | Added(+0.0%) |
| 14 | B VANGUARD SPECIALIZED FUNDS | $10.8M | 46.4K | 1.52% | Trimmed(-0.6%) |
| 15 | G ALPHABET INC | $9.9M | 29.2K | 1.40% | Trimmed(-0.3%) |
| 16 | M META PLATFORMS INC | $9.9M | 13.6K | 1.39% | Added(+11.8%) |
| 17 | S STATE STR SPDR S&P 500 ETF T | $9.8M | 12.9K | 1.38% | Added(+2.1%) |
| 18 | V VANGUARD WHITEHALL FDS | $9.6M | 61.6K | 1.34% | Trimmed(-2.0%) |
| 19 | ? N/A TIDAL TRUST I | $9.2M | 329.1K | 1.29% | Added(+26.7%) |
| 20 | E ISHARES TR | $8.9M | 11.7K | 1.26% | Trimmed(-0.7%) |
| 21 | Q INVESCO QQQ TR | $8.3M | 11.2K | 1.17% | Added(+2.7%) |
| 22 | V VANGUARD MUN BD FDS | $7.8M | 163.7K | 1.09% | Added(+7.9%) |
| 23 | E ISHARES TR | $7.6M | 84.8K | 1.06% | Trimmed(-8.8%) |
| 24 | V VANGUARD BD INDEX FDS | $7.3M | 104.3K | 1.03% | Trimmed(-2.0%) |
| 25 | E ISHARES TR | $7.2M | 43.4K | 1.01% | Added(+68.3%) |
| 26 | T TESLA INC | $6.8M | 19.1K | 0.95% | Added(+4.0%) |
| 27 | V VANGUARD STAR FDS | $6.7M | 78.8K | 0.94% | Added(+10.2%) |
| 28 | V VICTORY PORTFOLIOS II | $6.6M | 128.0K | 0.92% | Added(+22.6%) |
| 29 | G SPDR GOLD TR | $5.6M | 14.7K | 0.78% | Added(+0.7%) |
| 30 | E ISHARES TR | $5.3M | 35.0K | 0.75% | Added(+2.8%) |
| 31 | E ISHARES TR | $5.2M | 9.1K | 0.73% | Trimmed(-4.0%) |
| 32 | V VANGUARD INDEX FDS | $5M | 17.6K | 0.70% | Added(+2.9%) |
| 33 | J JOHNSON & JOHNSON | $5M | 18.7K | 0.70% | Added(+1.9%) |
| 34 | B WISDOMTREE TR | $4.9M | 94.6K | 0.69% | Added(+1.0%) |
| 35 | L ELI LILLY & CO | $4.8M | 4.2K | 0.68% | Added(+3.1%) |
| 36 | V VANGUARD INDEX FDS | $4.8M | 12.7K | 0.67% | Trimmed(-3.0%) |
| 37 | C CHEVRON CORPORATION | $4.6M | 22.5K | 0.65% | Added(+7.5%) |
| 38 | X EXXONMOBIL HOLDINGS CORP | $4.5M | 27.9K | 0.64% | — |
| 39 | V VANGUARD INDEX FDS | $3.9M | 49.5K | 0.55% | Added(+5.0%) |
| 40 | S SPDR SERIES TRUST | $3.9M | 42.9K | 0.54% | Trimmed(-6.2%) |
| 41 | E ISHARES TR | $3.3M | 24.5K | 0.47% | Trimmed(-2.8%) |
| 42 | M MICRON TECHNOLOGY INC | $3.3M | 3.1K | 0.46% | Added(+16.3%) |
| 43 | A ADVANCED MICRO DEVICES INC | $3.1M | 5.0K | 0.43% | Added(+2.0%) |
| 44 | E ISHARES INC | $3M | 37.5K | 0.43% | Trimmed(-3.5%) |
| 45 | ? N/A BONDBLOXX ETF TRUST | $3M | 60.5K | 0.42% | Added(+21.9%) |
| 46 | P PALANTIR TECHNOLOGIES INC | $2.9M | 15.5K | 0.41% | Added(+9.1%) |
| 47 | F FIRST TR EXCHANGE-TRADED FD | $2.9M | 27.7K | 0.40% | Trimmed(-1.1%) |
| 48 | E ISHARES TR | $2.7M | 35.1K | 0.38% | Trimmed(-7.4%) |
| 49 | E ISHARES TR | $2.7M | 37.7K | 0.38% | Added(+2.2%) |
| 50 | A BROADCOM INC | $2.7M | 7.7K | 0.38% | Trimmed(-0.3%) |