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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 6 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BLUE OWL CAPITAL CORPORATION 45,893.0 $499K 0.07% -22K -32.1% $10.87
102 BX BLACKSTONE INC Financial Services 4,141.0 $487K 0.07% -33.0 -0.8% $117.68 +19.5%
103 VONG VANGUARD SCOTTSDALE FDS 3,775.0 $482K 0.07% -807.0 -17.6% $127.81 +0.7%
104 ENB ENBRIDGE INC Energy 8,747.0 $474K 0.07% -381.0 -4.2% $54.21 -5.7%
105 PWR QUANTA SVCS INC Industrials 644.0 $464K 0.07% -29.0 -4.3% $720.04 +0.3%
106 TOTALENERGIES SE 5,963.0 $464K 0.07% -1K -14.9% $77.76
107 ED CONSOLIDATED EDISON INC Utilities 4,190.0 $464K 0.07% -41.0 -1.0% $110.63 -1.5%
108 DUK DUKE ENERGY CORP NEW Utilities 3,617.0 $458K 0.07% -104.0 -2.8% $126.59 -2.4%
109 ASML ASML HLDG NV Technology 224.0 $446K 0.07% -35.0 -13.5% $1989.44 -9.1%
110 HWM HOWMET AEROSPACE INC Industrials 1,634.0 $439K 0.06% -196.0 -10.7% $268.86 +6.5%
111 EFA ISHARES TR 4,192.0 $436K 0.06% -1K -21.4% $103.89 +3.7%
112 NEE NEXTERA ENERGY INC Utilities 4,956.0 $435K 0.06% -309.0 -5.9% $87.77 -1.8%
113 AIQ GLOBAL X FDS 6,581.0 $432K 0.06% -3K -32.5% $65.61 -4.1%
114 EZM WISDOMTREE TR 5,538.0 $420K 0.06% -1K -15.5% $75.78 +2.2%
115 VFH VANGUARD WORLD FD 3,173.0 $418K 0.06% -129.0 -3.9% $131.58 +7.5%
116 AXP AMERICAN EXPRESS CO Financial Services 1,225.0 $414K 0.06% -49.0 -3.9% $338.25 -0.5%
117 TJX TJX COS INC NEW Consumer Cyclical 2,732.0 $414K 0.06% -403.0 -12.8% $151.48 -0.4%
118 VDC VANGUARD WORLD FD 1,808.0 $408K 0.06% -461.0 -20.3% $225.54 +3.3%
119 IXN ISHARES TR 2,817.0 $407K 0.06% -138.0 -4.7% $144.48 -0.3%
120 ACN ACCENTURE PLC IRELAND Technology 3,245.0 $404K 0.06% -471.0 -12.7% $124.42 +36.6%
Page 6 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%