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Portfolio (Quarterly) Guide ↗

LAUREL OAK WEALTH MANAGEMENT, LLC

· CIK 0002111403
13F Portfolio $594M AUM 361 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 361 New
Page 14 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ISHARES TR 5,821.0 $307K 0.05% NEW $52.70
262 QUAL ISHARES TR 1,531.0 $304K 0.05% NEW $198.62 +8.7%
263 IWR ISHARES TR 3,137.0 $302K 0.05% NEW $96.27 +12.7%
264 XNTK SPDR SERIES TRUST 1,085.0 $302K 0.05% NEW $277.88 +38.8%
265 F FORD MTR CO Consumer Cyclical 22,841.0 $300K 0.05% NEW $13.12 +7.2%
266 CDNS CADENCE DESIGN SYSTEM INC Technology 958.0 $299K 0.05% NEW $312.58 +23.9%
267 IDU ISHARES TR 2,756.0 $299K 0.05% NEW $108.36 +3.8%
268 SPHY SPDR SERIES TRUST 12,543.0 $297K 0.05% NEW $23.67 -1.0%
269 DBEF DBX ETF TR 6,124.0 $295K 0.05% NEW $48.11 +13.7%
270 RKLB ROCKET LAB CORP Industrials 4,200.0 $293K 0.05% NEW $69.76 +53.7%
271 SCHX SCHWAB STRATEGIC TR 10,824.0 $291K 0.05% NEW $26.91 +9.6%
272 JMHI J P MORGAN EXCHANGE TRADED F 5,702.0 $287K 0.05% NEW $50.25 +0.2%
273 PWR QUANTA SVCS INC Industrials 673.0 $284K 0.05% NEW $422.06 +66.4%
274 OMFL INVESCO EXCH TRD SLF IDX FD 4,623.0 $283K 0.05% NEW $61.13 +12.1%
275 DWM WISDOMTREE TR 4,107.0 $282K 0.05% NEW $68.76 +8.4%
276 NOC NORTHROP GRUMMAN CORP Industrials 492.0 $281K 0.05% NEW $570.24 -8.5%
277 UNILEVER PLC 4,289.0 $280K 0.05% NEW $65.39
278 CMI CUMMINS INC Industrials 547.0 $279K 0.05% NEW $510.45 +40.4%
279 ASML ASML HOLDING N V Technology 259.0 $277K 0.05% NEW $1069.86 +80.4%
280 CRWV COREWEAVE INC Technology 3,833.0 $274K 0.05% NEW $71.61 +64.7%
Page 14 of 19  ·  361 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 37.3%
Financial Services 19.4%
Communication Services 13.3%
Consumer Cyclical 10.1%
Healthcare 6.5%
Energy 3.6%
Industrials 3.5%
Utilities 2.8%
Consumer Defensive 2.1%
Real Estate 0.9%