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CIK: 0001800608
Total reported value
$35.1M
$35.1M
47 檔
34.7%
As reported in its official Q4 2025 Form 13F filing, Laidlaw Wealth Management LLC's tracked investment portfolio stood at $35.1M with 47 total positions.
In Q4 2025, Laidlaw Wealth Management LLC adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 18 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.16% | -5.41% | -1.10% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.30% | -1.12% | -21.64% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.76% | -0.88% | -31.86% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 5.37% | -0.46% | -7.30% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.10% | -1.07% | +9.15% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.63% | +0.40% | +1.66% | |
| 7 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 4.58% | -1.70% | +6.13% | |
| 8 | QBTS | D-wave Quantum Inc | Stock-Tech | 3.29% | +0.75% | +3.86% | |
| 9 | SLV | Ishares Silver Trust | ETF-Commodities | 2.84% | -0.64% | -29.75% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.82% | +0.58% | — | |
| 11 | SHLD | Global X Defense Tech ETF | ETF-Tech | 2.44% | -2.13% | -24.03% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.43% | -1.15% | -35.91% | |
| 13 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 2.38% | — | +7.73% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.27% | +0.42% | -28.39% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.08% | -0.19% | -14.34% | |
| 16 | XEMDX | Western Asset Emrg Mrkt Dbt | Stock-Other | 2.00% | -0.14% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | -0.27% | -49.40% | |
| 18 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 1.79% | -2.15% | EXIT | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.75% | +1.60% | -39.94% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.52% | -0.02% | +1.43% | |
| 21 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 1.31% | -0.35% | — | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 1.22% | -0.54% | +591.30% | |
| 23 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.22% | -0.11% | +7.94% | |
| 24 | NEM | Newmont CORP | Stock-Materials | 1.22% | +0.64% | NEW | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 1.19% | +0.20% | +18.98% | |
| 26 | EQT | Eqt CORP | Stock-Energy | 1.08% | -0.69% | +36.02% | |
| 27 | ET | Energy Transfer LP | Stock-Energy | 1.06% | -0.57% | -34.23% | |
| 28 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.04% | +0.76% | — | |
| 29 | CNP | Centerpoint Energy Inc | Stock-Utilities | 1.03% | +0.07% | +34.89% | |
| 30 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.97% | — | — | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.96% | -0.45% | -47.29% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | -0.87% | EXIT | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.09% | -49.13% | |
| 34 | JBL | Jabil Inc | Stock-Tech | 0.94% | +0.39% | +14.20% | |
| 35 | TDG | Transdigm Group Inc | Stock-Industrials | 0.90% | — | -25.60% | |
| 36 | GD | General Dynamics CORP | Stock-Industrials | 0.87% | — | +3.09% | |
| 37 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.80% | — | — | |
| 38 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.77% | +1.01% | NEW | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | — | -69.57% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.72% | +0.23% | — | |
| 41 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.72% | -0.30% | — | |
| 42 | APH | Amphenol Corp-cl A | Stock-Tech | 0.67% | +1.37% | NEW | |
| 43 | AFL | Aflac Inc | Stock-Financials | 0.65% | -0.08% | — | |
| 44 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 0.63% | +0.74% | NEW | |
| 45 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.62% | -0.35% | — | |
| 46 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.41% | — | — | |
| 47 | ✓ | Inspira Technologies Oxy Bhn | Stock-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +3% | -1.10% | Trim |
| 2 | LLY | Eli Lilly & Co | +1.3% | — | Unchanged |
| 3 | QBTS | D-wave Quantum Inc | +1% | +3.86% | Add |
| 4 | TSLA | Tesla Inc | +1% | -7.30% | Trim |
| 5 | EZU | Ishares Msci Eurozone ETF | +0.7% | +7.73% | Add |
| 6 | BABA | Alibaba Group Holding-sp Adr | +0.5% | +6.13% | Add |
| 7 | EQT | Eqt CORP | +0.5% | +36.02% | Add |
| 8 | CNP | Centerpoint Energy Inc | +0.4% | +34.89% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -14.34% | Trim |
| 10 | NVDA | Nvidia CORP | +0.2% | -21.64% | Trim |
| 11 | TDG | Transdigm Group Inc | 0% | -25.60% | Trim |
| 12 | APH | Amphenol Corp-cl A | -0.1% | -35.67% | Trim |
| 13 | COIN | Coinbase Global Inc -class A | -0.1% | — | Unchanged |
| 14 | NEM | Newmont CORP | -0.2% | -42.80% | Trim |
| 15 | ET | Energy Transfer LP | -0.2% | -34.23% | Trim |
| 16 | SHLD | Global X Defense Tech ETF | -0.2% | -24.03% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | -0.5% | -49.13% | Trim |
| 18 | CRWD | Crowdstrike Holdings Inc - A | -0.5% | -47.29% | Trim |
| 19 | NFLX | Netflix Inc | -0.5% | +591.30% | Add |
| 20 | PLTR | Palantir Technologies Inc-a | -0.6% | -35.91% | Trim |
| 21 | PANW | Palo Alto Networks Inc | -0.7% | -39.94% | Trim |
| 22 | AMZN | Amazon.com Inc | -0.8% | -49.40% | Trim |
| 23 | COST | Costco Wholesale CORP | -1.2% | -69.57% | Trim |
| 24 | MSFT | Microsoft CORP | -1.4% | -31.86% | Trim |
| 25 | FFEB | Ft Vest US Equity Buffer ETF | — | EXIT | Sold out |
| 26 | GLD | Spdr Gold Shares | — | EXIT | Sold out |
| 27 | SDVY | First Trust Smid Cap Rising | — | EXIT | Sold out |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 29 | ETHA | Ishares Ethereum Trust ETF | — | NEW | New buy |
| 30 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 31 | GBTC | Grayscale Bitcoin Trust ETF | — | EXIT | Sold out |
| 32 | RACE | Ferrari N.V. | — | NEW | New buy |
| 33 | HD | Home Depot Inc | — | EXIT | Sold out |
| 34 | FICO | Fair Isaac CORP | — | EXIT | Sold out |
| 35 | GS | Goldman Sachs Group Inc | — | EXIT | Sold out |
| 36 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 37 | MU | Micron Technology Inc | — | EXIT | Sold out |
| 38 | RL | Ralph Lauren CORP | — | NEW | New buy |
| 39 | PPLT | Abrdn Physical Platinum Shrs | — | EXIT | Sold out |
| 40 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 41 | FAUG | Ft Vest U.s. Equity Buffer E | — | EXIT | Sold out |
| 42 | COKE | Coca-cola Consolidated Inc | — | NEW | New buy |
| 43 | TSCO | Tractor Supply Company | — | EXIT | Sold out |
| 44 | NVTS | Navitas Semiconductor CORP | — | EXIT | Sold out |
| 45 | OBDC | Blue Owl Capital CORP | — | NEW | New buy |
| 46 | VUZI | Vuzix CORP | — | EXIT | Sold out |
| 47 | TE | T1 Energy Inc | — | EXIT | Sold out |
| 48 | MSOS | Advisorshares Pure US Cann | — | EXIT | Sold out |
| 49 | NAAS | Naas Technology Inc-adr | — | EXIT | Sold out |
| 50 | BRLT | Brilliant Earth Group Inc-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, Laidlaw Wealth Management LLC reported a total U.S. public equity portfolio value of $35.1M across 47 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 34.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
ETHA
市值: $424.6K
Top Position Liquidated / Trimmed
FFEB
前期市值: $1.1M
During Q4 2025, Laidlaw Wealth Management LLC's top holdings by market value included AAPL (11.2%)、NVDA (9.3%)、MSFT (6.8%). The largest single position, AAPL, represented 11.2% of total portfolio value.
In Q4 2025, Laidlaw Wealth Management LLC made 48 total portfolio adjustments, initiating 8 new buys, adding to 6 positions, trimming 16 holdings, and fully liquidating 18 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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