Lauer Wealth, LLC
CIK: 0001860063SEC EDGAR →
Portfolio Value
$134.7B
Holdings
57
As of
Q4 2025
New Positions
57
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO QQQ TR | 29,111 | $18.1B | 13.41% |
| 2 | WISDOMTREE TR | 157,379 | $14.3B | 10.59% |
| 3 | WISDOMTREE TR | 279,547 | $14.1B | 10.45% |
| 4 | ISHARES TR | 141,901 | $13.6B | 10.11% |
| 5 | DIMENSIONAL ETF TRUST | 235,210 | $11.2B | 8.30% |
| 6 | TESLA INC | 22,608 | $9.9B | 7.32% |
| 7 | VANGUARD SCOTTSDALE FDS | 107,961 | $6.3B | 4.71% |
| 8 | VANGUARD SCOTTSDALE FDS | 101,371 | $6.1B | 4.51% |
| 9 | EOSECall EOS ENERGY ENTERPRISES INC | 448,510 | $5.6B | 4.16% |
| 10 | IBITCall ISHARES BITCOIN TRUST ETF | 230,896 | $3.0B | 2.22% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (57)
$18.1B · 29K shares
$14.3B · 157K shares
$14.1B · 280K shares
$13.6B · 142K shares
$11.2B · 235K shares
$9.9B · 23K shares
$6.3B · 108K shares
$6.1B · 101K shares
$5.6B · 449K shares
$3.0B · 231K shares
$2.9B · 40K shares
$2.5B · 36K shares
$2.2B · 67K shares
$2.1B · 12K shares
$1.8B · 21K shares
$1.5B · 7K shares
$1.4B · 105K shares
$1.3B · 7K shares
$1.1B · 16K shares
$1.1B · 6K shares
$874.0M · 16K shares
$842.0M · 2K shares
$714.0M · 44K shares
$710.0M · 30K shares
$699.0M · 23K shares
$676.0M · 10K shares
$643.0M · 65K shares
$630.0M · 2K shares
$627.0M · 910 shares
$525.0M · 2K shares
$484.0M · 3K shares
$432.0M · 5K shares
$419.0M · 61K shares
$413.0M · 7K shares
$401.0M · 3K shares
$377.0M · 790 shares
$353.0M · 468 shares
$324.0M · 7K shares
$321.0M · 11K shares
$313.0M · 3K shares
$311.0M · 26K shares
$307.0M · 11K shares
$297.0M · 16K shares
$291.0M · 2K shares
$257.0M · 5K shares
$256.0M · 2K shares
$248.0M · 3K shares
$243.0M · 80K shares
$236.0M · 3K shares
$232.0M · 6K shares
$231.0M · 14K shares
$224.0M · 11K shares
$216.0M · 5K shares
$206.0M · 17K shares
$121.0M · 192K shares
$101.0M · 100K shares
$56.0M · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $89.1B | 66.1% |
| Unknown | 3 | $18.6B | 13.8% |
| Consumer Cyclical | 2 | $11.9B | 8.9% |
| Technology | 12 | $7.2B | 5.4% |
| Industrials | 2 | $5.9B | 4.4% |
| Healthcare | 2 | $1.3B | 1.0% |
| Basic Materials | 1 | $291.0M | 0.2% |
| Utilities | 1 | $224.0M | 0.2% |
| Communication Services | 1 | $101.0M | 0.1% |