DOSSIER · 13F-HR · Q2 2026

LAUREL OAK WEALTH MANAGEMENT, LLC

$687M in tracked AUM across 383 positions as of Q2 2026.

LO
CIK 0002111403 · last filed Jun 30, 2026
Total AUM
$687M
as of Q2 2026
Holdings
383
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

LAUREL OAK WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$49M168K7.1%
02
NVDA
NVIDIA CORPORATION
$28M141K4.1%
03
VT
VANGUARD INTL EQUITY INDEX F
$28M179K4.1%
04
GOOGL
ALPHABET INC
$21M59K3.1%
05
AMZN
AMAZON COM INC
$19M80K2.8%
06
VUG
VANGUARD INDEX FDS
$19M216K2.7%
07
HEGD
LISTED FDS TR
$17M631K2.4%
08
JPM
JPMORGAN CHASE & CO
$13M41K2.0%
09
DIVO
AMPLIFY ETF TR
$13M283K1.9%
10
MSFT
MICROSOFT CORP
$12M34K1.8%

Filing history

2026Q2Jun 30
$687M 15.3%
383 positionsView →
2026Q1Mar 31
$595M 0.3%
360 positionsView →
2025Q4Dec 31
$594M
361 positionsView →