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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

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
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