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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 7 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPYG SPDR SERIES TRUST 3,349.0 $398K 0.06% -398.0 -10.6% $118.99 +1.6%
122 USB US BANCORP Financial Services 6,570.0 $397K 0.06% -60.0 -0.9% $60.40 +7.6%
123 JMUB J P MORGAN EXCHANGE TRADED F 7,584.0 $384K 0.06% -1K -11.7% $50.66 -1.9%
124 PEP PEPSICO INC Consumer Defensive 2,743.0 $371K 0.05% -165.0 -5.7% $135.40 +3.5%
125 NGG NATIONAL GRID PLC Utilities 4,445.0 $368K 0.05% -1K -24.0% $82.87 -1.1%
126 MUJ BLACKROCK MUNIHLDGS NJ QLTY Financial Services 29,788.0 $367K 0.05% -382.0 -1.3% $12.31 -1.0%
127 URI UNITED RENTALS INC Industrials 322.0 $365K 0.05% -16.0 -4.7% $1133.60 +1.2%
128 DBC INVESCO DB COMMDY INDX TRCK Financial Services 13,593.0 $362K 0.05% -2K -14.5% $26.66 +14.5%
129 MP MP MATERIALS CORP Basic Materials 6,438.0 $361K 0.05% -36.0 -0.6% $56.01 +1.4%
130 BLK BLACKROCK INC Financial Services 373.0 $359K 0.05% -25.0 -6.3% $962.27 +20.0%
131 BOTZ GLOBAL X FDS 9,368.0 $355K 0.05% -2K -18.7% $37.94 -3.1%
132 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,586.0 $355K 0.05% -319.0 -16.8% $223.95 +22.2%
133 XLU SELECT SECTOR SPDR TR 7,750.0 $351K 0.05% -5K -37.5% $45.34 -2.0%
134 C CITIGROUP INC Financial Services 2,471.0 $346K 0.05% -299.0 -10.8% $139.97 -1.7%
135 AEP AMERICAN ELEC PWR CO INC Utilities 2,523.0 $345K 0.05% -1K -32.3% $136.83 -6.8%
136 CAH CARDINAL HEALTH INC Healthcare 1,447.0 $344K 0.05% -304.0 -17.4% $237.56 -1.0%
137 IWR ISHARES TR 3,109.0 $343K 0.05% -28.0 -0.9% $110.32 +3.2%
138 XLC SELECT SECTOR SPDR TR 3,186.0 $341K 0.05% -4K -58.5% $107.12 +3.6%
139 VMBS VANGUARD SCOTTSDALE FDS 7,066.0 $331K 0.05% -7K -48.7% $46.81 -1.4%
140 EMLC VANECK ETF TRUST 12,835.0 $328K 0.05% -18K -58.0% $25.56 +0.3%
Page 7 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%