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Portfolio (Quarterly) Guide ↗

Lauer Wealth, LLC

· CIK 0001860063
13F Portfolio $126M AUM 67 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 26 Added 21 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VCIT VANGUARD SCOTTSDALE FDS 17,986.0 $1.5M 1.19% NEW $83.03 -1.1%
2 VCSH VANGUARD SCOTTSDALE FDS 8,793.0 $697K 0.56% NEW $79.24 -0.4%
3 AGG ISHARES TR 2,895.0 $288K 0.23% NEW $99.43 -1.1%
4 MU MICRON TECHNOLOGY INC Technology 690.0 $281K 0.22% NEW $406.73 +87.4%
5 RDW REDWIRE CORPORATION Industrials 28,200.0 $271K 0.22% NEW $9.61 +53.7%
6 NFLX NETFLIX INC. Communication Services 2,360.0 $235K 0.19% NEW $99.39 -10.2%
7 DFLV DIMENSIONAL ETF TRUST 5,750.0 $212K 0.17% NEW $36.79 +4.6%
8 UUUU ENERGY FUELS INC Energy 10,550.0 $194K 0.15% NEW $18.38 -8.7%
9 ETHA CALL ISHARES ETHEREUM TR Financial Services 35,700.0 $67K 0.05% NEW $1.88 +759.0%
10 IBIT PUT ISHARES BITCOIN TRUST ETF Financial Services 25,000.0 $25K 0.02% NEW $1.00 +4278.1%
11 BMNR PUT BITMINE IMMERSION TECNOLOGIE Financial Services 10,000.0 $12K 0.01% NEW $1.23 +1494.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 57.3%
Consumer Cyclical 18.6%
Technology 15.4%
Industrials 3.5%
Healthcare 2.7%
Communication Services 1.2%
Basic Materials 0.7%
Energy 0.5%
Utilities 0.3%