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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 Q4 2025 · Filed January 12, 2026 · Accession 0001754960-26-000028

Total Value
$134.7M
Positions
63
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (63)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ29,111$18.1M13.41%
2WISDOMTREE TRWT157,379$14.3M10.59%
3WISDOMTREE TRWT279,547$14.1M10.45%
4ISHARES TR464288109141,901$13.6M10.11%
5DIMENSIONAL ETF TRUST25434V104235,210$11.2M8.30%
6TESLA INCTSLA22,608$9.9M7.32%
7VANGUARD SCOTTSDALE FDS92206C102107,961$6.3M4.71%
8VANGUARD SCOTTSDALE FDS92206C706101,371$6.1M4.51%
9EOS ENERGY ENTERPRISES INCEOSE320,110$4.5M3.33%
10DIMENSIONAL ETF TRUST25434V50040,413$2.9M2.19%
11WISDOMTREE TRWT36,414$2.5M1.87%
12ISHARES BITCOIN TRUST ETFIBIT45,896$2.4M1.76%
13DIMENSIONAL ETF TRUST25434V30266,624$2.2M1.67%
14AMAZON COM INCAMZN7,292$1.8M1.33%
15ISHARES TR46428743220,528$1.8M1.33%
16ADVANCED MICRO DEVICES INCAMD7,174$1.5M1.09%
17BITMINE IMMERSION TECNOLOGIE09175A20643,380$1.4M1.01%
18NVIDIA CORPORATIONNVDA6,973$1.3M0.96%
19GLOBAL X FDS37960A52915,750$1.1M0.85%
20EOS ENERGY ENTERPRISES INCEOSE128,400$1.1M0.83%
21PALANTIR TECHNOLOGIES INCPLTR6,225$1.1M0.82%
22PROSHARES TR74347X83116,140$874,6270.65%
23VANGUARD INDEX FDS9229087692,476$842,1870.63%
24FIRST TR EXCHANGE TRADED FD33734X83843,830$714,6350.53%
25ISHARES ETHEREUM TR46438R10530,282$710,1130.53%
26ARK ETF TR00214Q30222,643$699,8950.52%
27TEMPUS AI INCTEM9,900$676,7640.50%
28UNITEDHEALTH GROUP INCUNH1,818$630,5730.47%
29SPDR S&P 500 ETF TRSPY910$627,4540.47%
30ISHARES BITCOIN TRUST ETFIBIT185,000$624,8100.46%
31APPLE INCAAPL2,028$525,3330.39%
32STRATEGY INCSTRK2,901$484,3800.36%
33GRANITESHARES ETF TR38747R8275,005$432,5820.32%
34DEFI DEVELOPMENT CORPDFUKF60,600$419,3520.31%
35UIPATH INCPATH24,650$416,0920.31%
36VOLATILITY SHS TR92864M7986,970$413,1120.31%
37SELECT SECTOR SPDR TR81369Y8032,787$401,9970.30%
38MICROSOFT CORPMSFT790$377,7070.28%
39VANGUARD WORLD FD92204A702468$353,2510.26%
40GLOBAL X FDS37954Y8716,547$324,1420.24%
41ARK 21SHARES BITCOIN ETFARKB10,650$321,4170.24%
42UNITED PARCEL SERVICE INCUPS2,928$313,2080.23%
43CLEANSPARK INCCLSKW26,000$311,7400.23%
44D-WAVE QUANTUM INCQBTS10,500$307,4400.23%
45STRATEGY INCSTRK16,300$297,2030.22%
46ALBEMARLE CORPALB-PA1,839$291,1320.22%
47AMAZON COM INCAMZN5,000$274,0440.20%
48IONQ INCIONQ-WT5,107$257,6480.19%
49ARK ETF TR00214Q2032,022$256,5510.19%
50ARK ETF TR00214Q1043,087$248,6580.18%
51VOLATILITY SHS TR92864M20280,000$243,0080.18%
52ISHARES SILVER TRSLV3,399$236,9440.18%
53VERIZON COMMUNICATIONS INCVZ5,735$232,6690.17%
54CIPHER MINING INC17253J10614,000$231,7000.17%
55UIPATH INCPATH40,100$227,0550.17%
56NUSCALE PWR CORPNU11,388$224,0020.17%
57DIMENSIONAL ETF TRUST25434V7244,500$216,3600.16%
58INVESCO VALUE MUN INCOME TRIVZ16,500$206,9100.15%
59STRIVE INCSATA100,000$101,0000.07%
60CANOPY GROWTH CORPCGC50,500$65,1450.05%
61CLEANSPARK INCCLSKW15,300$56,5720.04%
62CANOPY GROWTH CORPCGC141,500$56,5500.04%
63BITMINE IMMERSION TECNOLOGIE09175A20661,200$47,4740.04%