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CIK: 0001800608
Total reported value
$35.1M
$35.1M
47 檔
30.8%
According to the latest 13F quarterly dataset, Laidlaw Wealth Management LLC managed an equity portfolio of $35.1M at the end of Q1 2026, spanning 47 distinct U.S. exchange-listed positions.
Laidlaw Wealth Management LLC executed strategic sector rebalancing during Q1 2026, establishing 11 new positions while fully exiting 11 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.68% | -5.41% | +0.19% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 10.17% | -1.12% | +4.21% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.70% | -0.88% | -1.66% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.99% | +0.40% | +1.71% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.92% | -1.07% | -0.56% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.79% | -0.46% | -3.78% | |
| 7 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 4.20% | -1.70% | -4.42% | |
| 8 | SHLD | Global X Defense Tech ETF | ETF-Tech | 3.46% | -2.13% | +15.76% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.02% | +0.58% | +11.56% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.83% | -1.15% | +26.40% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.44% | -0.19% | +9.57% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.44% | -0.27% | +31.40% | |
| 13 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 2.15% | -2.15% | EXIT | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.09% | +1.60% | +22.73% | |
| 15 | QBTS | D-wave Quantum Inc | Stock-Tech | 2.03% | +0.75% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.84% | +0.42% | -21.57% | |
| 17 | ET | Energy Transfer LP | Stock-Energy | 1.80% | -0.57% | +28.80% | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 1.66% | -0.86% | — | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.64% | -0.45% | +83.08% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.63% | -0.54% | +16.15% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.54% | -0.02% | +1.06% | |
| 22 | EQT | Eqt CORP | Stock-Energy | 1.54% | -0.69% | +7.20% | |
| 23 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.41% | -1.41% | EXIT | |
| 24 | CNP | Centerpoint Energy Inc | Stock-Utilities | 1.39% | +0.07% | +6.48% | |
| 25 | SLV | Ishares Silver Trust | ETF-Commodities | 1.37% | -0.64% | -59.34% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.09% | +15.63% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 1.10% | +0.20% | -19.85% | |
| 28 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.01% | +0.59% | — | |
| 29 | QXO | Qxo Inc | Stock-Industrials | 1.01% | -0.21% | — | |
| 30 | XEMDX | Western Asset Emrg Mrkt Dbt | Stock-Other | 1.01% | -0.14% | -51.24% | |
| 31 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.98% | +0.76% | -17.77% | |
| 32 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.98% | -0.30% | +58.65% | |
| 33 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.89% | -0.35% | -14.37% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.89% | -0.89% | EXIT | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | -0.87% | EXIT | |
| 36 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.87% | -0.11% | -13.89% | |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.80% | +0.23% | -13.78% | |
| 38 | IAU | Ishares Gold Trust | ETF-Commodities | 0.74% | -0.74% | EXIT | |
| 39 | JBL | Jabil Inc | Stock-Tech | 0.73% | +0.39% | -40.52% | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.72% | -0.08% | — | |
| 41 | CTVA | Corteva Inc | Stock-Materials | 0.71% | +0.01% | — | |
| 42 | USO | United States Oil Fund LP | ETF-Other | 0.70% | -0.70% | EXIT | |
| 43 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.69% | -0.35% | +30.80% | |
| 44 | TE | T1 Energy Inc | Stock-Other | 0.62% | -0.62% | EXIT | |
| 45 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.43% | — | +4.70% | |
| 46 | VUZI | Vuzix CORP | Stock-Other | 0.28% | -0.28% | EXIT | |
| 47 | 1B2 | Bitfarms Ltd/canada | Stock-Other | 0.09% | -0.09% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHLD | Global X Defense Tech ETF | +1% | +15.76% | Add |
| 2 | NVDA | Nvidia CORP | +0.9% | +4.21% | Add |
| 3 | ET | Energy Transfer LP | +0.7% | +28.80% | Add |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +0.7% | +83.08% | Add |
| 5 | AMZN | Amazon.com Inc | +0.6% | +31.40% | Add |
| 6 | AAPL | Apple Inc | +0.5% | +0.19% | Add |
| 7 | EQT | Eqt CORP | +0.5% | +7.20% | Add |
| 8 | NFLX | Netflix Inc | +0.4% | +16.15% | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.4% | +26.40% | Add |
| 10 | CNP | Centerpoint Energy Inc | +0.4% | +6.48% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +1.71% | Add |
| 12 | CASY | Casey's General Stores Inc | +0.4% | -18.49% | Trim |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +9.57% | Add |
| 14 | PANW | Palo Alto Networks Inc | +0.3% | +22.73% | Add |
| 15 | COIN | Coinbase Global Inc -class A | +0.3% | +58.65% | Add |
| 16 | LLY | Eli Lilly & Co | +0.2% | +11.56% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.2% | +15.63% | Add |
| 18 | GILD | Gilead Sciences Inc | +0.1% | -13.78% | Trim |
| 19 | INFY | Infosys Ltd-sp Adr | +0.1% | +30.80% | Add |
| 20 | AFL | Aflac Inc | +0.1% | — | Unchanged |
| 21 | AVGO | Broadcom Inc | 0% | +1.06% | Add |
| 22 | OBDC | Blue Owl Capital CORP | 0% | +4.70% | Add |
| 23 | CAH | Cardinal Health Inc | -0.1% | -17.77% | Trim |
| 24 | PM | Philip Morris International | -0.1% | -19.85% | Trim |
| 25 | GOOG | Alphabet Inc-cl C | -0.1% | -11.13% | Trim |
| 26 | META | Meta Platforms Inc-class A | -0.2% | -0.56% | Trim |
| 27 | JBL | Jabil Inc | -0.2% | -40.52% | Trim |
| 28 | SHOP | Shopify Inc - Class A | -0.4% | -13.89% | Trim |
| 29 | BABA | Alibaba Group Holding-sp Adr | -0.4% | -4.42% | Trim |
| 30 | ETHA | Ishares Ethereum Trust ETF | -0.4% | -14.37% | Trim |
| 31 | GOOGL | Alphabet Inc-cl A | -0.4% | -21.57% | Trim |
| 32 | TSLA | Tesla Inc | -0.6% | -3.78% | Trim |
| 33 | XEMDX | Western Asset Emrg Mrkt Dbt | -1% | -51.24% | Trim |
| 34 | MSFT | Microsoft CORP | -1.1% | -1.66% | Trim |
| 35 | QBTS | D-wave Quantum Inc | -1.3% | — | Unchanged |
| 36 | SLV | Ishares Silver Trust | -1.5% | -59.34% | Trim |
| 37 | EZU | Ishares Msci Eurozone ETF | — | EXIT | Sold out |
| 38 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 39 | OUNZ | Vaneck Merk Gold ETF | — | NEW | New buy |
| 40 | NEM | Newmont CORP | — | EXIT | Sold out |
| 41 | RACE | Ferrari N.V. | — | EXIT | Sold out |
| 42 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 43 | QXO | Qxo Inc | — | NEW | New buy |
| 44 | TDG | Transdigm Group Inc | — | EXIT | Sold out |
| 45 | GD | General Dynamics CORP | — | EXIT | Sold out |
| 46 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 47 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 48 | RL | Ralph Lauren CORP | — | EXIT | Sold out |
| 49 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 50 | APH | Amphenol Corp-cl 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 Q1 2026.
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 30.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLE
市值: $477.6K
Top Position Liquidated / Trimmed
EZU
前期市值: $768.2K
During Q1 2026, Laidlaw Wealth Management LLC's top holdings by market value included AAPL (11.7%)、NVDA (10.2%)、MSFT (5.7%). The largest single position, AAPL, represented 11.7% of total portfolio value.
In Q1 2026, Laidlaw Wealth Management LLC made 56 total portfolio adjustments, initiating 11 new buys, adding to 19 positions, trimming 15 holdings, and fully liquidating 11 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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