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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 16 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ACWX ISHARES TR 3,552.0 $270K 0.04% $76.11 +1.2%
302 LOAR LOAR HOLDINGS INC Industrials 3,346.0 $270K 0.04% NEW $80.61 -5.7%
303 SUSA ISHARES TR 1,743.0 $269K 0.04% -114.0 -6.1% $154.30 +2.6%
304 IBB ISHARES TR 1,399.0 $266K 0.04% -105.0 -7.0% $190.19 +6.7%
305 DAL DELTA AIR LINES INC Industrials 2,763.0 $259K 0.04% NEW $93.66 -7.1%
306 IMCB ISHARES TR 2,679.0 $259K 0.04% $96.56 +3.9%
307 JMHI J P MORGAN EXCHANGE TRADED F 5,095.0 $258K 0.04% -607.0 -10.7% $50.63 -1.9%
308 SONY SONY GROUP CORP Technology 12,758.0 $256K 0.04% -2K -12.1% $20.06 +16.6%
309 SHYD VANECK ETF TRUST 11,156.0 $255K 0.04% $22.90 -1.0%
310 HEFA ISHARES TR 5,415.0 $254K 0.04% -1K -17.4% $46.92 +0.8%
311 EMB ISHARES TR 2,630.0 $254K 0.04% -2K -41.1% $96.44 -1.8%
312 XLG INVESCO EXCHANGE TRADED FD T 4,115.0 $252K 0.04% -1K -26.6% $61.23 +1.8%
313 WCC WESCO INTL INC Industrials 726.0 $251K 0.04% NEW $345.43 +3.1%
314 GM GENERAL MTRS CO Consumer Cyclical 3,253.0 $251K 0.04% +278.0 +9.3% $77.08 +9.2%
315 JEPQ J P MORGAN EXCHANGE TRADED F 4,071.0 $250K 0.04% NEW $61.46 -2.4%
316 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 645.0 $249K 0.04% -322.0 -33.3% $386.73 +3.8%
317 IXJ ISHARES TR 2,535.0 $249K 0.04% $98.38 +5.7%
318 HOOD ROBINHOOD MKTS INC Financial Services 2,483.0 $249K 0.04% -346.0 -12.2% $100.28 -6.9%
319 IHI ISHARES TR 5,010.0 $248K 0.04% -838.0 -14.3% $49.41 +13.1%
320 DELL DELL TECHNOLOGIES INC Technology 573.0 $247K 0.04% NEW $431.46 +8.9%
Page 16 of 20  ·  383 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%