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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Lauer Wealth, LLC

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001754960-25-000580

Total Value
$121.1M
Positions
52
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (52)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ29,445$16.9M13.92%
2WISDOMTREE TRWT309,244$15.6M12.86%
3WISDOMTREE TRWT159,485$13.7M11.33%
4ISHARES TR464288109137,844$11.7M9.65%
5DIMENSIONAL ETF TRUST25434V104241,912$10.5M8.69%
6TESLA INCTSLA24,602$8.3M6.89%
7VANGUARD SCOTTSDALE FDS92206C102110,810$6.5M5.36%
8VANGUARD SCOTTSDALE FDS92206C706102,638$6.1M5.05%
9EOS ENERGY ENTERPRISES INCEOSE610,882$3.0M2.46%
10DIMENSIONAL ETF TRUST25434V50039,160$2.5M2.08%
11ISHARES TR46428743225,988$2.3M1.87%
12WISDOMTREE TRWT35,492$2.2M1.83%
13DIMENSIONAL ETF TRUST25434V30268,794$2.0M1.69%
14ADVANCED MICRO DEVICES INCAMD13,774$1.8M1.45%
15AMAZON COM INCAMZN10,712$1.3M1.06%
16ISHARES BITCOIN TRUST ETFIBIT18,480$1.2M1.03%
17PALANTIR TECHNOLOGIES INCPLTR6,140$1.1M0.93%
18TEMPUS AI INCTEM24,600$885,7320.73%
19MICROSOFT CORPMSFT1,505$785,3060.65%
20VANGUARD INDEX FDS9229087692,496$779,5260.64%
21PROSHARES TR74347X8317,689$702,3900.58%
22ARK ETF TR00214Q30248,218$693,7370.57%
23MICROSTRATEGY INCSTRK1,710$684,4280.57%
24SPDR S&P 500 ETF TRSPY1,031$655,6340.54%
25NVIDIA CORPORATIONNVDA3,565$649,0440.54%
26BITMINE IMMERSION TECNOLOGIE09175A20610,695$630,7910.52%
27GLOBAL X FDS37960A52910,164$621,9350.51%
28TIDAL TR II88634T49329,845$578,6950.48%
29APPLE INCAAPL2,053$466,4010.39%
30FIRST TR EXCHANGE TRADED FD33734X83832,200$463,4320.38%
31CLEANSPARK INCCLSKW145,500$409,4190.34%
32ARK 21SHARES BITCOIN ETFARKB9,600$379,6800.31%
33GRANITESHARES ETF TR38747R75130,770$372,9320.31%
34SELECT SECTOR SPDR TR81369Y8031,235$326,1880.27%
35VANGUARD WORLD FD92204A702447$310,7810.26%
36NUSCALE PWR CORPNU8,107$310,0930.26%
37UNITEDHEALTH GROUP INCUNH1,202$303,3490.25%
38VOLATILITY SHS TR92864M3014,612$293,2770.24%
39UNITED PARCEL SERVICE INCUPS3,194$275,6740.23%
40LAUDER ESTEE COS INC5184391043,086$275,0860.23%
41DIMENSIONAL ETF TRUST25434V7246,150$260,9450.22%
42GRANITESHARES ETF TR38747R8272,805$257,3590.21%
43ALPHABET INCGOOG1,201$242,1580.20%
44HORIZON BANCORP INCHBNC15,265$233,7060.19%
45UIPATH INCPATH91,850$222,7150.18%
46UGI CORP NEW9026811056,333$222,5420.18%
47NETFLIX INCNFLX170$207,1130.17%
48IONQ INCIONQ-WT4,597$206,5890.17%
49INVESCO VALUE MUN INCOME TRIVZ16,800$193,8720.16%
50D-WAVE QUANTUM INCQBTS10,650$184,9910.15%
51CANOPY GROWTH CORPCGC177,000$161,5600.13%
52NUTANIX INCNTNX10,000$96,0300.08%