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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
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IJR ISHARES TR 4,084.0 $594K 0.36% NEW $145.38 +0.1%
42 EOSE EOS ENERGY ENTERPRISES INC Industrials 129,920.0 $557K 0.34% -74K -36.4% $4.29 -24.0%
43 CIFR CIPHER DIGITAL INC Financial Services 27,750.0 $551K 0.33% -6K -16.5% $19.87 -23.7%
44 NFLX CALL NETFLIX INC. Communication Services 7,001.0 $515K 0.31% NEW $73.53 +11.1%
45 CEG CONSTELLATION ENERGY CORP Utilities 2,000.0 $513K 0.31% NEW $256.43 +7.9%
46 TFLO ISHARES TR 9,967.0 $504K 0.30% NEW $50.57 +0.2%
47 PANW PALO ALTO NETWORKS INC Technology 1,190.0 $420K 0.25% NEW $352.89 +5.3%
48 ORCL ORACLE CORP Technology 3,220.0 $412K 0.25% NEW $127.94 +17.8%
49 SOLZ VOLATILITY SHS TR 52,700.0 $407K 0.24% NEW $7.73 +33.4%
50 GE GE AEROSPACE Industrials 1,070.0 $378K 0.23% NEW $353.73 -3.2%
51 SMR CALL NUSCALE PWR CORP Utilities 43,670.0 $376K 0.23% NEW $8.60 +8.0%
52 URA CALL GLOBAL X FDS 9,007.0 $374K 0.23% NEW $41.55 +9.7%
53 CRM SALESFORCE INC Technology 2,065.0 $346K 0.21% NEW $167.56 +52.8%
54 ARKQ ARK ETF TR 2,662.0 $326K 0.20% +640.0 +31.6% $122.28 +0.0%
55 QCOM QUALCOMM INC Technology 1,656.0 $295K 0.18% NEW $178.10 -7.8%
56 XLU SELECT SECTOR SPDR TR 6,286.0 $287K 0.17% NEW $45.69 -6.5%
57 AGG ISHARES TR 2,920.0 $286K 0.17% +25.0 +0.9% $98.00 -0.5%
58 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,633.0 $286K 0.17% NEW $108.49 +41.3%
59 SPACE EXPLORATION TECHN CORP 2,060.0 $280K 0.17% NEW $136.08
60 IGV CALL ISHARES TR 2,720.0 $255K 0.15% NEW $93.63 +16.9%
Page 3 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%