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Portfolio (Quarterly) Guide ↗

LAUREL OAK WEALTH MANAGEMENT, LLC

· CIK 0002111403
13F Portfolio $687M AUM 383 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 62 New 109 Added 185 Reduced 40 Exited
Page 2 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGG ISHARES TR 28,091.0 $2.8M 0.41% -1K -3.9% $98.98 -1.7%
22 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,357.0 $2.6M 0.37% -308.0 -5.4% $477.55 -13.4%
23 VOT VANGUARD INDEX FDS 7,961.0 $2.4M 0.35% -126.0 -1.6% $306.31 +0.4%
24 VTV VANGUARD INDEX FDS 11,080.0 $2.4M 0.35% -530.0 -4.6% $217.93 +4.0%
25 IWS ISHARES TR 14,339.0 $2.4M 0.34% -551.0 -3.7% $164.60 +4.3%
26 IEI ISHARES TR 19,905.0 $2.3M 0.34% -7K -25.7% $117.45 -0.8%
27 VBR VANGUARD INDEX FDS 9,557.0 $2.3M 0.34% -5K -34.8% $242.98 +2.4%
28 CAT CATERPILLAR INC Industrials 2,093.0 $2.2M 0.33% -191.0 -8.4% $1064.91 -21.3%
29 VGLT VANGUARD SCOTTSDALE FDS 38,196.0 $2.1M 0.31% -35K -48.0% $55.18 -5.0%
30 V VISA INC Financial Services 6,076.0 $2.1M 0.30% -619.0 -9.2% $343.11 +6.4%
31 BERKSHIRE HATHAWAY INC DEL 4,071.0 $2.0M 0.30% -663.0 -14.0% $500.39
32 JHMM JOHN HANCOCK EXCHANGE TRADED 26,476.0 $2.0M 0.29% -8K -23.9% $74.96 +1.9%
33 SHY ISHARES TR 23,306.0 $1.9M 0.28% -2K -6.8% $82.11 -0.1%
34 SLYG SPDR SERIES TRUST 15,987.0 $1.9M 0.28% -95.0 -0.6% $119.13 -1.3%
35 AMAT APPLIED MATLS INC Technology 2,620.0 $1.9M 0.28% -138.0 -5.0% $723.00 -30.1%
36 IWP ISHARES TR 12,660.0 $1.9M 0.27% -10K -43.4% $146.41 -0.9%
37 SMH VANECK ETF TRUST 2,815.0 $1.8M 0.27% -362.0 -11.4% $655.89 -13.6%
38 HEDJ WISDOMTREE TR 30,896.0 $1.8M 0.26% -2K -6.1% $57.00 +0.4%
39 VHT VANGUARD WORLD FD 5,659.0 $1.7M 0.25% -321.0 -5.4% $299.02 +6.8%
40 AMP AMERIPRISE FINL INC Financial Services 3,474.0 $1.6M 0.23% -109.0 -3.0% $458.77 +23.2%
Page 2 of 10  ·  185 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
Technology 39.2%
Financial Services 17.6%
Communication Services 13.6%
Consumer Cyclical 10.3%
Healthcare 6.3%
Industrials 4.0%
Energy 3.1%
Utilities 2.5%
Consumer Defensive 2.1%
Real Estate 0.8%