LW

Laidlaw Wealth Management LLC

Diversified strategyMomentum followerSector-focused

Total reported value

$28.8M

Reporting period: 2026-03-31 · Number of holdings: 49

Laidlaw Wealth Management LLC disclosed 49 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $28.8M and a quarterly turnover rate of 35.9%.

Personality snowflake

Concentration
18.26
Portfolio Stability
35.87
Momentum/Contrarian
100
Sector conviction
87.36
Diversification
94
Sizing Uniformity
89.18

Recent moves

  • Trim SLV

    -59.3%　-$523.6K

  • Trim QBTS

    0.0%　-$476.1K

  • Trim MSFT

    -1.7%　-$539.8K

  • Add SHLD

    +15.8%　$209.1K

  • Trim XEMDX

    -51.2%　-$354.6K

  • Add NVDA

    +4.2%　-$76.6K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 47 holdings (of 49 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech11.68%+0.52%+0.19%
2NVDANvidia CORPStock-Tech10.17%+0.87%+4.21%
3MSFTMicrosoft CORPStock-Tech5.70%-1.06%-1.66%
4QQQInvesco Qqq Trust Series 1ETF-Tech4.99%+0.36%+1.71%
5METAMeta Platforms Inc-class AStock-Comm Services4.92%-0.18%-0.56%
6TSLATesla INCStock-Consumer Disc4.79%-0.58%-3.78%
7BABAAlibaba Group Holding-sp AdrStock-Consumer Disc4.20%-0.38%-4.42%
8SHLDGlobal X Defense Tech ETFETF-Tech3.46%+1.02%+15.76%
9LLYEli Lilly & CoStock-Healthcare3.02%+0.20%+11.56%
10PLTRPalantir Technologies Inc-aStock-Tech2.83%+0.40%+26.40%
11BRK-BBerkshire Hathaway Inc-cl BStock-Other2.44%—+9.57%
12AMZNAmazon.com INCStock-Consumer Disc2.44%+0.61%+31.40%
13CASYCasey's General Stores INCStock-Consumer Disc2.15%+0.36%-18.49%
14PANWPalo Alto Networks INCStock-Tech2.09%+0.34%+22.73%
15QBTSD-wave Quantum INCStock-Tech2.03%-1.26%—
16GOOGLAlphabet Inc-cl AStock-Comm Services1.84%-0.43%-21.57%
17ETEnergy Transfer LPStock-Energy1.80%+0.74%+28.80%
18XLESs Energy Select SectorETF-Other1.66%+1.66%NEW
19CRWDCrowdstrike Holdings INC - AStock-Tech1.64%+0.68%+83.08%
20NFLXNetflix INCStock-Comm Services1.63%+0.41%+16.15%
21AVGOBroadcom INCStock-Tech1.54%+0.02%+1.06%
22EQTEqt CORPStock-Energy1.54%+0.46%+7.20%
23OUNZVaneck Merk Gold ETFETF-Commodities1.41%+1.41%NEW
24CNPCenterpoint Energy INCStock-Utilities1.39%+0.36%+6.48%
25SLVIshares Silver TrustETF-Commodities1.37%-1.47%-59.34%
26JPMJpmorgan Chase & CoStock-Financials1.13%—+15.63%
27PMPhilip Morris InternationalStock-Consumer Staples1.10%-0.09%-19.85%
28BNYBank Of New York Mellon CORPStock-Financials1.01%+1.01%NEW
29QXOQxo INCStock-Industrials1.01%+1.01%NEW
30XEMDXWestern Asset Emrg Mrkt DbtStock-Other1.01%-0.99%-51.24%
31CAHCardinal Health INCStock-Healthcare0.98%-0.06%-17.77%
32COINCoinbase Global INC -class AStock-Financials0.98%+0.26%+58.65%
33ETHAIshares Ethereum Trust ETFETF-Other0.89%-0.42%-14.37%
34GLDSpdr Gold SharesETF-Commodities0.89%+0.89%NEW
35GOOGAlphabet Inc-cl CStock-Comm Services0.87%-0.09%-11.13%
36SHOPShopify INC - Class AStock-Tech0.87%-0.35%-13.89%
37GILDGilead Sciences INCStock-Healthcare0.80%—-13.78%
38IAUIshares Gold TrustETF-Commodities0.74%+0.74%NEW
39JBLJabil INCStock-Tech0.73%-0.21%-40.52%
40AFLAflac INCStock-Financials0.72%——
41CTVACorteva INCStock-Materials0.71%+0.71%NEW
42USOUnited States Oil Fund LPETF-Other0.70%+0.70%NEW
43INFYInfosys Ltd-sp AdrStock-Tech0.69%—+30.80%
44TET1 Energy INCStock-Other0.62%+0.62%NEW
45OBDCBlue Owl Capital CORPStock-Financials0.43%—+4.70%
46VUZIVuzix CORPStock-Other0.28%+0.28%NEW
471B2Bitfarms Ltd/canadaStock-Other0.09%——

Holding changes this quarter

Laidlaw Wealth Management LLC's most significant position changes for 2026-03-31: Sold out: Ishares Msci Eurozone ETF (EZU); New buy: Ss Energy Select Sector (XLE); New buy: Vaneck Merk Gold ETF (OUNZ); Sold out: Newmont CORP (NEM); Sold out: Ferrari N.V. (RACE).

Position changes disclosed by Laidlaw Wealth Management LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SHLDGlobal X Defense Tech ETF+1%+15.76%Add
2NVDANvidia CORP+0.9%+4.21%Add
3ETEnergy Transfer LP+0.7%+28.80%Add
4CRWDCrowdstrike Holdings INC - A+0.7%+83.08%Add
5AMZNAmazon.com INC+0.6%+31.40%Add
6AAPLApple INC+0.5%+0.19%Add
7EQTEqt CORP+0.5%+7.20%Add
8NFLXNetflix INC+0.4%+16.15%Add
9PLTRPalantir Technologies Inc-a+0.4%+26.40%Add
10CNPCenterpoint Energy INC+0.4%+6.48%Add
11QQQInvesco Qqq Trust Series 1+0.4%+1.71%Add
12CASYCasey's General Stores INC+0.4%-18.49%Trim
13PANWPalo Alto Networks INC+0.3%+22.73%Add
14COINCoinbase Global INC -class A+0.3%+58.65%Add
15LLYEli Lilly & Co+0.2%+11.56%Add
16AVGOBroadcom INC0%+1.06%Add
17CAHCardinal Health INC-0.1%-17.77%Trim
18PMPhilip Morris International-0.1%-19.85%Trim
19GOOGAlphabet Inc-cl C-0.1%-11.13%Trim
20METAMeta Platforms Inc-class A-0.2%-0.56%Trim
21JBLJabil INC-0.2%-40.52%Trim
22SHOPShopify INC - Class A-0.4%-13.89%Trim
23BABAAlibaba Group Holding-sp Adr-0.4%-4.42%Trim
24ETHAIshares Ethereum Trust ETF-0.4%-14.37%Trim
25GOOGLAlphabet Inc-cl A-0.4%-21.57%Trim
26TSLATesla INC-0.6%-3.78%Trim
27XEMDXWestern Asset Emrg Mrkt Dbt-1%-51.24%Trim
28MSFTMicrosoft CORP-1.1%-1.66%Trim
29QBTSD-wave Quantum INC-1.3%—Unchanged
30SLVIshares Silver Trust-1.5%-59.34%Trim
31EZUIshares Msci Eurozone ETF—EXITSold out
32XLESs Energy Select Sector—NEWNew buy
33OUNZVaneck Merk Gold ETF—NEWNew buy
34NEMNewmont CORP—EXITSold out
35RACEFerrari N.V.—EXITSold out
36BNYBank Of New York Mellon CORP—NEWNew buy
37QXOQxo INC—NEWNew buy
38TDGTransdigm Group INC—EXITSold out
39GDGeneral Dynamics CORP—EXITSold out
40SPOTSpotify Technology S.A.—EXITSold out
41GLDSpdr Gold Shares—NEWNew buy
42RLRalph Lauren CORP—EXITSold out
43COSTCostco Wholesale CORP—EXITSold out
44APHAmphenol Corp-cl A—EXITSold out
45IAUIshares Gold Trust—NEWNew buy
46CTVACorteva INC—NEWNew buy
47COKECoca-cola Consolidated INC—EXITSold out
48USOUnited States Oil Fund LP—NEWNew buy
49TET1 Energy INC—NEWNew buy
50VUZIVuzix CORP—NEWNew buy

FAQ

What is Laidlaw Wealth Management LLC and what type of investor is it?
Laidlaw Wealth Management LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $28.8M, spread across 49 disclosed positions.
What are Laidlaw Wealth Management LLC's largest equity positions?
Based on the latest 13F filing, Laidlaw Wealth Management LLC's top holdings by market value are: 1. Apple INC (AAPL) — $3.4M (11.7%) 2. Nvidia CORP (NVDA) — $2.9M (10.2%) 3. Microsoft CORP (MSFT) — $1.6M (5.7%) 4. Invesco Qqq Trust Series 1 (QQQ) — $1.4M (5.0%) 5. Meta Platforms Inc-class A (META) — $1.4M (4.9%)
What changes did Laidlaw Wealth Management LLC make in its most recent portfolio filing?
In the latest reported quarter, Laidlaw Wealth Management LLC made 49 notable position adjustments: 10 new positions were initiated, 15 existing holdings were added to, 14 positions were partially reduced, and 10 were completely exited. The largest of these moves: Sold out: Ishares Msci Eurozone ETF (EZU); New buy: Ss Energy Select Sector (XLE); New buy: Vaneck Merk Gold ETF (OUNZ); Sold out: Newmont CORP (NEM); Sold out: Ferrari N.V. (RACE)
What sectors does Laidlaw Wealth Management LLC focus on?
Laidlaw Wealth Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 48.8% • Consumer Discretionary: 16.6% • Communication Services: 11.3% • Financials: 8.2% • Health Care: 5.9% • Energy: 4.1%