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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
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU MICRON TECHNOLOGY INC Technology 690.0 $281K 0.22% NEW $406.73 +87.4%
42 RDW REDWIRE CORPORATION Industrials 28,200.0 $271K 0.22% NEW $9.61 +53.7%
43 VZ VERIZON COMMUNICATIONS INC Communication Services 5,354.0 $257K 0.20% -381.0 -6.6% $48.04 -0.5%
44 CLSK CLEANSPARK INC Technology 26,000.0 $257K 0.20% $9.88 +59.5%
45 ARKB ARK 21SHARES BITCOIN ETF Financial Services 10,650.0 $252K 0.20% $23.69 +8.7%
46 PATH UIPATH INC Technology 23,650.0 $246K 0.20% -1K -4.1% $10.39 +1.7%
47 IBIT CALL ISHARES BITCOIN TRUST ETF Financial Services 340,600.0 $244K 0.19% +156K +84.1% $0.72 +6049.2%
48 SLV ISHARES SILVER TR Financial Services 3,600.0 $243K 0.19% +201.0 +5.9% $67.47 +2.9%
49 ARKQ ARK ETF TR 2,022.0 $242K 0.19% $119.77 +11.4%
50 NFLX NETFLIX INC. Communication Services 2,360.0 $235K 0.19% NEW $99.39 -10.2%
51 DFUV DIMENSIONAL ETF TRUST 4,500.0 $225K 0.18% $50.00 +5.6%
52 ARKK ARK ETF TR 3,057.0 $215K 0.17% -30.0 -1.0% $70.36 +8.9%
53 DFLV DIMENSIONAL ETF TRUST 5,750.0 $212K 0.17% NEW $36.79 +4.6%
54 IIM INVESCO VALUE MUN INCOME TR Financial Services 16,500.0 $203K 0.16% $12.31 -2.5%
55 UPS UNITED PARCEL SVCS INC Industrials 2,016.0 $203K 0.16% -912.0 -31.1% $100.45 -1.6%
56 UUUU ENERGY FUELS INC Energy 10,550.0 $194K 0.15% NEW $18.38 -8.7%
57 QBTS D-WAVE QUANTUM INC Technology 10,500.0 $153K 0.12% $14.57 +32.5%
58 SMR NUSCALE PWR CORP Utilities 11,420.0 $113K 0.09% $9.86 +5.4%
59 CALL STRATEGY INC 16,100.0 $101K 0.08% -200.0 -1.2% $6.26
60 BMNR CALL BITMINE IMMERSION TECNOLOGIE Financial Services 115,200.0 $90K 0.07% +54K +88.2% $0.78 +2407.1%
Page 3 of 4  ·  67 positions

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%