Institutional Manager · CIK 0001800608
Laidlaw Wealth Management LLC
NEW YORK CITY, NY · File #028-20083
Latest AUM
$32.3M
Positions
48
Top-10 Concentration
55.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202548 pos · $32.3M
- 13F HOLDINGS REPORTQ/E Sep 202559 pos · $42.0M
- 13F HOLDINGS REPORTQ/E Jun 202552 pos · $34.7M
- 13F HOLDINGS REPORTQ/E Mar 202556 pos · $33.9M
- 13F HOLDINGS REPORTQ/E Dec 2024177 pos · $229.6M
- 13F HOLDINGS REPORTQ/E Sep 2024188 pos · $202.2M
- 13F HOLDINGS REPORTQ/E Jun 2024175 pos · $182.1M
- 13F HOLDINGS REPORTQ/E Mar 2024174 pos · $179.2M
- 13F HOLDINGS REPORTQ/E Dec 2023266 pos · $302.5M
- 13F HOLDINGS REPORTQ/E Sep 2023351 pos · $511.2M
- 13F HOLDINGS REPORTQ/E Jun 2023361 pos · $489.8M
- 13F HOLDINGS REPORTQ/E Mar 2023367 pos · $466.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 13,257 | $3.6M | 11.16% |
| 2 | NVIDIA CORPORATION | NVDA | 16,115 | $3.0M | 9.30% |
| 3 | MICROSOFT CORP | MSFT | 4,513 | $2.2M | 6.76% |
| 4 | TESLA INC | TSLA | 3,861 | $1.7M | 5.37% |
| 5 | META PLATFORMS INC | META | 2,494 | $1.6M | 5.10% |
| 6 | INVESCO QQQ TR | IVZ | 2,436 | $1.5M | 4.63% |
| 7 | ALIBABA GROUP HLDG LTD | BBAAY | 10,092 | $1.5M | 4.58% |
| 8 | D-WAVE QUANTUM INC | QBTS | 40,621 | $1.1M | 3.29% |
| 9 | ISHARES SILVER TR | SLV | 14,263 | $918,822 | 2.84% |
| 10 | ELI LILLY & CO | LLY | 848 | $911,329 | 2.82% |
| 11 | GLOBAL X FDS | 37960A529 | 12,148 | $787,069 | 2.44% |
| 12 | PALANTIR TECHNOLOGIES INC | PLTR | 4,417 | $785,122 | 2.43% |
| 13 | ISHARES INC | 464286608 | 11,985 | $768,239 | 2.38% |
| 14 | ALPHABET INC | GOOG | 2,346 | $734,298 | 2.27% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,338 | $672,546 | 2.08% |
| 16 | WESTERN ASSET EMERGING MKTS | 95766A101 | 60,700 | $645,241 | 2.00% |
| 17 | AMAZON COM INC | AMZN | 2,567 | $592,515 | 1.83% |
| 18 | CASEYS GEN STORES INC | 147528103 | 1,044 | $577,029 | 1.79% |
| 19 | PALO ALTO NETWORKS INC | PANW | 3,066 | $564,757 | 1.75% |
| 20 | BROADCOM INC | AVGO | 1,418 | $490,802 | 1.52% |