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Portfolio (Quarterly) Guide ↗

Lauer Wealth, LLC

· CIK 0001860063
13F Portfolio $167M AUM 75 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 34 New 19 Added 16 Reduced 26 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 32,633.0 $23.5M 14.10% +5K +17.0% $719.69 -0.5%
2 ILCV ISHARES TR 147,394.0 $15.2M 9.14% +3K +2.4% $103.32 +5.2%
3 USFR WISDOMTREE TR 260,823.0 $13.2M 7.90% +16K +6.5% $50.44 -0.2%
4 DFAU DIMENSIONAL ETF TRUST 251,668.0 $13.1M 7.85% +13K +5.4% $51.97 +2.3%
5 VCIT VANGUARD SCOTTSDALE FDS 82,705.0 $6.8M 4.06% +65K +359.8% $81.70 -0.7%
6 BMNR BITMINE IMMERSION TECHS INC Financial Services 414,170.0 $6.7M 4.05% +362K +690.9% $16.29 +46.1%
7 VCSH VANGUARD SCOTTSDALE FDS 76,105.0 $6.0M 3.59% +67K +765.5% $78.60 -0.1%
8 MSTR STRATEGY INC Technology 38,896.0 $3.8M 2.28% +35K +861.3% $97.58 +30.5%
9 DFAS DIMENSIONAL ETF TRUST 42,758.0 $3.5M 2.08% +1K +2.5% $80.86 +1.5%
10 DFLV DIMENSIONAL ETF TRUST 45,110.0 $1.8M 1.08% +39K +684.5% $40.03 +4.6%
11 VGT VANGUARD WORLD FD 11,655.0 $1.4M 0.82% +10K +783.0% $117.11 +2.5%
12 FTRI FIRST TR EXCHANGE-TRADED FD 72,900.0 $1.2M 0.72% +19K +36.1% $16.36 +12.5%
13 MU MICRON TECHNOLOGY INC Technology 1,175.0 $1.2M 0.69% +485.0 +70.3% $983.12 -5.1%
14 ETHA CALL ISHARES ETHEREUM TR Financial Services 81,452.0 $1.2M 0.69% +46K +128.2% $14.18 +29.5%
15 AAPL APPLE INC Technology 2,386.0 $751K 0.45% +188.0 +8.6% $314.86 +1.5%
16 ARKQ ARK ETF TR 2,662.0 $326K 0.20% +640.0 +31.6% $122.28 +0.0%
17 AGG ISHARES TR 2,920.0 $286K 0.17% +25.0 +0.9% $98.00 -0.5%
18 UUUU ENERGY FUELS INC Energy 18,700.0 $247K 0.15% +8K +77.2% $13.23 +10.9%
19 QBTS D-WAVE QUANTUM INC Technology 10,780.0 $204K 0.12% +280.0 +2.7% $18.95 -10.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 60.6%
Consumer Cyclical 15.9%
Technology 15.3%
Communication Services 2.6%
Industrials 2.1%
Healthcare 1.5%
Utilities 1.0%
Energy 0.5%
Basic Materials 0.5%