DOSSIER · 13F-HR · Q3 2026

LAUREL OAK WEALTH MANAGEMENT, LLC

$713M in tracked AUM across 379 positions as of Q3 2026.

LO
CIK 0002111403 · last filed Sep 30, 2026
Total AUM
$713M
as of Q3 2026
Holdings
379
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

LAUREL OAK WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$55M166K7.7%
02
NVDA
NVIDIA CORPORATION
$33M143K4.6%
03
VT
VANGUARD INTL EQUITY INDEX F
$29M186K4.1%
04
AMZN
AMAZON COM INC
$20M82K2.9%
05
GOOGL
ALPHABET INC
$20M59K2.8%
06
VUG
VANGUARD INDEX FDS
$19M215K2.7%
07
MSFT
MICROSOFT CORP
$18M35K2.5%
08
HEGD
LISTED FDS TR
$18M675K2.5%
09
DIVO
AMPLIFY ETF TR
$14M303K2.0%
10
JPM
JPMORGAN CHASE & CO
$14M42K2.0%

Filing history

2026Q3Sep 30
$713M▲ 3.8%
379 positionsView →
2026Q2Jun 30
$687M▲ 15.3%
383 positionsView →
2026Q1Mar 31
$595M▲ 0.3%
360 positionsView →
2025Q4Dec 31
$594M—
361 positionsView →