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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 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 141,376.0 $28.3M 4.12% -8K -5.2% $200.09 +12.5%
2 SPYV SPDR SERIES TRUST 183,066.0 $11.1M 1.62% -79K -30.1% $60.79 +4.2%
3 VYM VANGUARD WHITEHALL FDS 62,826.0 $9.9M 1.45% -8K -11.2% $158.03 +4.8%
4 SPY STATE STR SPDR S&P 500 ETF T Financial Services 12,630.0 $9.4M 1.37% -711.0 -5.3% $746.77 +3.5%
5 IVV ISHARES TR 11,766.0 $8.8M 1.28% -264.0 -2.2% $748.89 +3.7%
6 IEF ISHARES TR 92,967.0 $8.8M 1.28% -32K -25.7% $94.57 -1.8%
7 QQQ INVESCO QQQ TR Financial Services 10,928.0 $8.0M 1.17% -488.0 -4.3% $736.37 -0.9%
8 BND VANGUARD BD INDEX FDS 106,399.0 $7.8M 1.14% -9K -7.5% $73.41 -1.7%
9 SOXX ISHARES TR 9,521.0 $6.1M 0.89% -679.0 -6.7% $640.75 -12.7%
10 GLD SPDR GOLD TR Financial Services 14,570.0 $5.4M 0.78% -1K -8.8% $368.38 +10.1%
11 DVY ISHARES TR 34,007.0 $5.3M 0.77% -656.0 -1.9% $156.30 +5.1%
12 VB VANGUARD INDEX FDS 17,138.0 $5.2M 0.76% -116.0 -0.7% $303.12 +1.6%
13 IHDG WISDOMTREE TR 93,706.0 $4.9M 0.71% -60K -39.0% $52.38 +2.2%
14 JNJ JOHNSON & JOHNSON Healthcare 18,396.0 $4.7M 0.68% -1K -7.4% $253.98 +3.3%
15 SPYM SPDR SERIES TRUST 45,772.0 $4.0M 0.59% -42K -47.8% $87.88 +3.5%
16 IJR ISHARES TR 25,202.0 $3.7M 0.54% -3K -12.1% $148.31 +1.0%
17 XOM EXXON MOBIL CORP Energy 26,756.0 $3.7M 0.53% -10K -28.1% $136.72 +18.1%
18 IEMG ISHARES INC 38,838.0 $3.2M 0.47% -15K -27.9% $82.84 -1.1%
19 HYG ISHARES TR 37,942.0 $3.0M 0.44% -631.0 -1.6% $79.97 -0.5%
20 IJH ISHARES TR 36,839.0 $2.8M 0.41% -7K -16.0% $77.11 +1.8%
Page 1 of 10  ·  185 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%