DOSSIER · 13F-HR · Q1 2026
Lauer Wealth, LLC
Lauer Wealth's family office based in Chicago, IL — $126M in tracked AUM across 67 positions as of Q1 2026.
LW
Lauer Wealth·Chicago, IL·Family Office
CIK 0001860063 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…