BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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
Page 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT CALL MICROSOFT CORP Technology 4,164.0 $1.6M 0.96% NEW $384.93 +33.4%
22 TEM CALL TEMPUS AI INC Healthcare 24,140.0 $1.4M 0.85% NEW $58.67 +9.2%
23 VGT VANGUARD WORLD FD 11,655.0 $1.4M 0.82% +10K +783.0% $117.11 +2.5%
24 FTRI FIRST TR EXCHANGE-TRADED FD 72,900.0 $1.2M 0.72% +19K +36.1% $16.36 +12.5%
25 MU MICRON TECHNOLOGY INC Technology 1,175.0 $1.2M 0.69% +485.0 +70.3% $983.12 -5.1%
26 ETHA CALL ISHARES ETHEREUM TR Financial Services 81,452.0 $1.2M 0.69% +46K +128.2% $14.18 +29.5%
27 META META PLATFORMS INC Communication Services 1,508.0 $997K 0.60% NEW $661.04 -12.6%
28 IREN IREN LIMITED Financial Services 23,705.0 $915K 0.55% NEW $38.59 -8.1%
29 VTI VANGUARD INDEX FDS 2,417.0 $897K 0.54% $371.16 +2.2%
30 SHLD CALL GLOBAL X FDS 14,601.0 $879K 0.53% NEW $60.22 +9.9%
31 UNH UNITEDHEALTH GROUP INC Healthcare 1,927.0 $819K 0.49% -68.0 -3.4% $425.19 -7.6%
32 VIS VANGUARD WORLD FD 2,188.0 $761K 0.46% NEW $347.81 -2.5%
33 AAPL APPLE INC Technology 2,386.0 $751K 0.45% +188.0 +8.6% $314.86 +1.5%
34 ARKG ARK ETF TR 17,643.0 $724K 0.43% -5K -22.1% $41.05 +16.1%
35 COPX CALL GLOBAL X FDS 9,075.0 $714K 0.43% NEW $78.72 +19.9%
36 AMZN AMAZON COM INC Consumer Cyclical 2,878.0 $712K 0.43% -704.0 -19.6% $247.49 +7.7%
37 XLK CALL SELECT SECTOR SPDR TR 3,502.0 $643K 0.39% NEW $183.62 +1.1%
38 TQQQ PROSHARES TR 8,463.0 $635K 0.38% -106.0 -1.2% $75.02 -4.2%
39 AMD ADVANCED MICRO DEVICES INC Technology 1,154.0 $633K 0.38% -4K -77.3% $548.13 -15.1%
40 SPY STATE STR SPDR S&P 500 ETF T Financial Services 828.0 $623K 0.37% -50.0 -5.7% $751.83 +2.3%
Page 2 of 4  ·  75 positions

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%