Lauer Wealth, LLC

Portfolio Overview

Lauer Wealth, LLC manages a portfolio totaling approximately $134.68 million across 63 holdings, reporting a robust portfolio value increase of 35.4% from the previous quarter ($99.48M). This significant growth in AUM suggests a combination of strong market performance on existing assets and substantial net capital inflows or active reallocation during the quarter. The portfolio exhibits a core-and-satellite structure. The "core" is dominated by broad-mark...