Lauer Wealth, LLC

Est. AUM

$125.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO QQQ TR	UNIT SER 1	$16.9M	27888	13.46%	SOLE
2	WISDOMTREE TR	US QTLY DIV GRT	$14.2M	156981	11.31%	SOLE
3	ISHARES TR	MORNINGSTAR VALU	$13.8M	143906	10.95%	SOLE
4	WISDOMTREE TR	FLOATNG RAT TREA	$12.3M	244879	9.83%	SOLE
5	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$11.2M	238848	8.92%	SOLE
6	TESLA INC	COM	$6.8M	19862	5.43%	SOLE
7	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$6.6M	112535	5.24%	SOLE
8	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$6.3M	106005	5.02%	SOLE
9	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.1M	41732	2.47%	SOLE
10	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2.7M	66824	2.15%	SOLE
11	WISDOMTREE TR	US MIDCAP FUND	$2.6M	36878	2.05%	SOLE
12	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.3M	63111	1.81%	SOLE
13	ISHARES TR	20 YR TR BD ETF	$2.1M	23912	1.66%	SOLE
14	NVIDIA CORPORATION	COM	$1.8M	9645	1.40%	SOLE
15	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.5M	17986	1.19%	SOLE
16	GLOBAL X FDS	DEFENSE TECH ETF	$1.4M	19111	1.14%	SOLE
17	ADVANCED MICRO DEVICES INC	COM	$1.2M	5074	0.94%	SOLE
18	BITMINE IMMERSION TECNOLOGIE	COM NEW	$1.1M	52370	0.90%	SOLE
19	FIRST TR EXCHANGE-TRADED FD	INDXX NAT RE ETF	$978K	53580	0.78%	SOLE
20	VANGUARD WORLD FD	INF TECH ETF	$976K	1320	0.78%	SOLE
21	PALANTIR TECHNOLOGIES INC	CL A	$947K	6725	0.75%	SOLE
22	EOS ENERGY ENTERPRISES INC	COM CL A	$937K	204220	0.75%	SOLE
23	ISHARES ETHEREUM TR	SHS	$875K	52340	0.70%	SOLE
24	VANGUARD INDEX FDS	TOTAL STK MKT	$805K	2413	0.64%	SOLE
25	AMAZON COM INC	COM	$793K	3582	0.63%	SOLE
26	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$697K	8793	0.56%	SOLE
27	ARK ETF TR	GENOMIC REV ETF	$630K	22643	0.50%	SOLE
28	UNITEDHEALTH GROUP INC	COM	$610K	1995	0.49%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$594K	878	0.47%	SOLE
30	APPLE INC	COM	$569K	2198	0.45%	SOLE
31	STRATEGY INC	CL A NEW	$519K	4046	0.41%	SOLE
32	CIPHER DIGITAL INC	COM	$513K	33250	0.41%	SOLE
33	TEMPUS AI INC	CL A	$485K	10200	0.39%	SOLE
34	PROSHARES TR	ULTRAPRO QQQ	$411K	8569	0.33%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET TEC	$379K	2677	0.30%	SOLE
36	MICROSOFT CORP	COM	$375K	1002	0.30%	SOLE
37	GLOBAL X FDS	GLOBAL X URANIUM	$324K	6302	0.26%	SOLE
38	ISHARES TR	CORE US AGGBD ET	$288K	2895	0.23%	SOLE
39	ALBEMARLE CORP	COM	$285K	1605	0.23%	SOLE
40	DEFI DEVELOPMENT CORP	COM	$282K	79100	0.22%	SOLE
41	MICRON TECHNOLOGY INC	COM	$281K	690	0.22%	SOLE
42	REDWIRE CORPORATION	COM	$271K	28200	0.22%	SOLE
43	VERIZON COMMUNICATIONS INC	COM	$257K	5354	0.20%	SOLE
44	CLEANSPARK INC	COM NEW	$257K	26000	0.20%	SOLE
45	ARK 21SHARES BITCOIN ETF	SHS BEN INT	$252K	10650	0.20%	SOLE
46	UIPATH INC	CL A	$246K	23650	0.20%	SOLE
47	ISHARES BITCOIN TRUST ETFCALL	SHS BEN INT	$244K	340600	0.19%	SOLE
48	ISHARES SILVER TR	ISHARES	$243K	3600	0.19%	SOLE
49	ARK ETF TR	AUTNMUS TECHNLGY	$242K	2022	0.19%	SOLE
50	NETFLIX INC.	COM	$235K	2360	0.19%	SOLE

1–50 of 67

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.