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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 9 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,961.0 $689K 0.10% -281.0 -2.3% $57.62 +14.9%
162 VYMI VANGUARD WHITEHALL FDS 6,873.0 $675K 0.10% -2K -23.5% $98.20 +5.9%
163 IJK ISHARES TR 5,719.0 $672K 0.10% +1K +31.9% $117.51 -0.2%
164 FE FIRSTENERGY CORP Utilities 14,103.0 $670K 0.10% +2K +13.7% $47.54 +0.6%
165 IEFA ISHARES TR 6,829.0 $660K 0.10% +160.0 +2.4% $96.58 +3.5%
166 SCHO SCHWAB STRATEGIC TR 27,142.0 $655K 0.10% +1K +5.7% $24.14 -0.2%
167 BSV VANGUARD BD INDEX FDS 8,371.0 $652K 0.10% +945.0 +12.7% $77.91 -0.4%
168 IYF ISHARES TR 4,997.0 $637K 0.09% -536.0 -9.7% $127.50 +7.5%
169 PNC PNC FINL SVCS GROUP INC Financial Services 2,576.0 $634K 0.09% +22.0 +0.9% $246.22 +2.9%
170 TLH ISHARES TR 6,303.0 $632K 0.09% -6K -48.1% $100.34 -4.1%
171 IVW ISHARES TR 4,539.0 $624K 0.09% +1K +34.3% $137.53 +1.7%
172 IWF ISHARES TR 5,020.0 $623K 0.09% +4K +289.8% $124.17 -0.7%
173 PM PHILIP MORRIS INTL INC Consumer Defensive 3,412.0 $617K 0.09% -206.0 -5.7% $180.91 +3.8%
174 UNH UNITEDHEALTH GROUP INC Healthcare 1,476.0 $613K 0.09% $415.63 -4.8%
175 USFR WISDOMTREE TR 12,139.0 $611K 0.09% +120.0 +1.0% $50.35 +0.2%
176 T AT&T INC Communication Services 29,262.0 $606K 0.09% -6K -16.0% $20.70 +21.2%
177 SPHD INVESCO EXCH TRADED FD TR II 11,822.0 $601K 0.09% +3K +32.4% $50.84 +4.6%
178 VCSH VANGUARD SCOTTSDALE FDS 7,441.0 $588K 0.09% -12K -61.2% $79.03 -0.5%
179 BIL SPDR SERIES TRUST 6,180.0 $566K 0.08% NEW $91.65 -0.1%
180 BA BOEING CO Industrials 2,612.0 $565K 0.08% -502.0 -16.1% $216.47 +4.0%
Page 9 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%