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Portfolio (Quarterly) Guide ↗

LAUREL OAK WEALTH MANAGEMENT, LLC

· CIK 0002111403
13F Portfolio $687M AUM 383 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 62 New 109 Added 185 Reduced 40 Exited
Page 1 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TAXX BONDBLOXX ETF TRUST 49,631.0 $2.5M 0.37% NEW $50.74 -0.4%
2 AEHR AEHR TEST SYS Technology 17,670.0 $1.7M 0.25% NEW $96.06 +51.6%
3 SPACE EXPLORATION TECHN CORP 8,287.0 $1.4M 0.21% NEW $170.86
4 TXUE THORNBURG ETF TR 40,268.0 $1.4M 0.20% NEW $34.52 +5.4%
5 OCIO ETF SER SOLUTIONS 35,119.0 $1.3M 0.19% NEW $37.81 +1.3%
6 DYNF BLACKROCK ETF TRUST 18,805.0 $1.3M 0.19% NEW $68.01 +3.2%
7 LASR NLIGHT INC Technology 15,587.0 $1.1M 0.16% NEW $69.62 -22.4%
8 BKDV BNY MELLON ETF TRUST II 27,286.0 $914K 0.13% NEW $33.49 +3.7%
9 TACK CAPITOL SER TR 24,920.0 $788K 0.12% NEW $31.63 +3.3%
10 LMBS FIRST TR EXCHANGE-TRADED FD 15,761.0 $785K 0.11% NEW $49.78 -0.2%
11 MINT PIMCO ETF TR 7,720.0 $778K 0.11% NEW $100.81 -0.2%
12 BIL SPDR SERIES TRUST 6,180.0 $566K 0.08% NEW $91.65 -0.1%
13 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 110,762.0 $512K 0.07% NEW $4.62 -26.6%
14 ARM ARM HOLDINGS PLC Technology 1,421.0 $504K 0.07% NEW $354.57 -23.4%
15 VUZI VUZIX CORP Technology 158,000.0 $458K 0.07% NEW $2.90 +6.6%
16 JEPI J P MORGAN EXCHANGE TRADED F 7,681.0 $434K 0.06% NEW $56.48 +2.3%
17 ALAB ASTERA LABS INC Technology 835.0 $403K 0.06% NEW $483.02 -33.7%
18 MRVL MARVELL TECHNOLOGY INC Technology 1,199.0 $357K 0.05% NEW $297.89 -21.3%
19 VOE VANGUARD INDEX FDS 1,754.0 $347K 0.05% NEW $197.60 +6.1%
20 WEC WEC ENERGY GROUP INC Utilities 2,808.0 $328K 0.05% NEW $116.77 -5.4%
Page 1 of 4  ·  62 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
Technology 39.2%
Financial Services 17.6%
Communication Services 13.6%
Consumer Cyclical 10.3%
Healthcare 6.3%
Industrials 4.0%
Energy 3.1%
Utilities 2.5%
Consumer Defensive 2.1%
Real Estate 0.8%