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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 Q3 2025 · Filed October 20, 2025 · Accession 0001754960-25-000682

Total Value
$139.9M
Positions
66
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (66)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ29,369$17.7M12.64%
2WISDOMTREE TRWT313,845$15.8M11.29%
3WISDOMTREE TRWT160,755$14.2M10.18%
4ISHARES TR464288109139,316$12.5M8.96%
5DIMENSIONAL ETF TRUST25434V104245,676$11.2M8.02%
6TESLA INCTSLA23,648$10.3M7.35%
7VANGUARD SCOTTSDALE FDS92206C102110,128$6.5M4.63%
8VANGUARD SCOTTSDALE FDS92206C706103,973$6.3M4.48%
9EOS ENERGY ENTERPRISES INCEOSE326,440$6.0M4.26%
10DIMENSIONAL ETF TRUST25434V50039,639$2.7M1.95%
11WISDOMTREE TRWT36,605$2.4M1.71%
12DIMENSIONAL ETF TRUST25434V30268,840$2.2M1.57%
13ISHARES BITCOIN TRUST ETFIBIT29,186$1.8M1.32%
14ADVANCED MICRO DEVICES INCAMD7,574$1.8M1.29%
15EOS ENERGY ENTERPRISES INCEOSE139,200$1.8M1.26%
16BITMINE IMMERSION TECNOLOGIE09175A20632,620$1.8M1.25%
17ISHARES TR46428743216,670$1.5M1.08%
18AMAZON COM INCAMZN5,722$1.2M0.88%
19PALANTIR TECHNOLOGIES INCPLTR6,140$1.1M0.79%
20STRATEGY INCSTRK3,575$1.1M0.76%
21TEMPUS AI INCTEM11,200$1.0M0.74%
22DEFI DEVELOPMENT CORPDFUKF60,100$903,9040.65%
23VANGUARD INDEX FDS9229087692,476$813,0690.58%
24NVIDIA CORPORATIONNVDA4,320$776,8660.56%
25GLOBAL X FDS37960A52911,650$776,7060.56%
26ARK ETF TR00214Q30222,618$729,8830.52%
27VOLATILITY SHS TR92864M83037,472$722,0850.52%
28MICROSOFT CORPMSFT1,405$721,4100.52%
29PROSHARES TR74347X8316,733$694,8460.50%
30ADVANCED MICRO DEVICES INCAMD5,000$674,1520.48%
31UNITEDHEALTH GROUP INCUNH1,771$639,5970.46%
32SPDR S&P 500 ETF TRSPY927$616,6130.44%
33CLEANSPARK INCCLSKW26,000$603,2000.43%
34FIRST TR EXCHANGE TRADED FD33734X83836,430$557,9250.40%
35VOLATILITY SHS TR92864M30110,437$536,3570.38%
36APPLE INCAAPL2,028$505,6620.36%
37NUSCALE PWR CORPNU9,062$484,1830.35%
38D-WAVE QUANTUM INCQBTS10,500$470,1900.34%
39ISHARES ETHEREUM TR46438R10515,037$453,3660.32%
40TIDAL TRUST II88634T49333,407$424,9370.30%
41UIPATH INCPATH23,650$394,7190.28%
42NUTANIX INCNTNX5,500$373,4500.27%
43QUALCOMM INCQCOM2,205$359,3490.26%
44ARK 21SHARES BITCOIN ETFARKB9,700$358,7060.26%
45IONQ INCIONQ-WT4,852$351,3330.25%
46VANGUARD WORLD FD92204A702462$347,7800.25%
47GRANITESHARES ETF TR38747R8274,015$345,8520.25%
48VOYAGER TECHNOLOGIES INCVOYG9,200$338,5600.24%
49SELECT SECTOR SPDR TR81369Y8031,185$336,8960.24%
50VOLATILITY SHS TR92864M7982,720$313,9970.22%
51STRATEGY INCSTRK21,400$294,0050.21%
52PALO ALTO NETWORKS INCPANW1,418$293,1010.21%
53BITMINE IMMERSION TECNOLOGIE09175A20617,600$281,8810.20%
54GLOBAL X FDS37954Y8714,847$281,6590.20%
55UNITED PARCEL SERVICE INCUPS3,303$277,7490.20%
56UIPATH INCPATH42,100$260,5480.19%
57ARK ETF TR00214Q2032,016$243,7750.17%
58HORIZON BANCORP INCHBNC15,265$239,9640.17%
59AMAZON COM INCAMZN6,000$225,9500.16%
60INVESCO VALUE MUN INCOME TRIVZ16,500$208,7250.15%
61NETFLIX INCNFLX170$204,5590.15%
62DIMENSIONAL ETF TRUST25434V7244,500$200,6100.14%
63CLEANSPARK INCCLSKW10,200$148,2310.11%
64NUTANIX INCNTNX10,000$91,0170.07%
65CANOPY GROWTH CORPCGC141,700$75,8490.05%
66CANOPY GROWTH CORPCGC50,500$73,7300.05%