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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 4 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DBJP DBX ETF TR 8,412.0 $966K 0.14% -496.0 -5.6% $114.79 +3.4%
62 IGM ISHARES TR 5,828.0 $953K 0.14% -774.0 -11.7% $163.57 -1.4%
63 EME EMCOR GROUP INC Industrials 1,130.0 $938K 0.14% -362.0 -24.3% $829.88 +0.1%
64 GS GOLDMAN SACHS GROUP INC Financial Services 926.0 $937K 0.14% -44.0 -4.5% $1011.37 +2.4%
65 MRSH MARSH & MCLENNAN COS INC Financial Services 5,616.0 $936K 0.14% -47.0 -0.8% $166.67 +12.3%
66 AMGN AMGEN INC Healthcare 2,554.0 $925K 0.14% -432.0 -14.5% $362.12 +17.2%
67 PSCT INVESCO EXCH TRADED FD TR II 9,442.0 $873K 0.13% -783.0 -7.7% $92.41 -12.3%
68 KO COCA COLA CO Consumer Defensive 10,159.0 $826K 0.12% -962.0 -8.7% $81.27 +8.6%
69 MBB ISHARES TR 8,528.0 $806K 0.12% -6K -40.7% $94.52 -1.6%
70 VDE VANGUARD WORLD FD 5,302.0 $796K 0.12% -72.0 -1.3% $150.12 +18.6%
71 CRWD CROWDSTRIKE HLDGS INC Technology 1,036.0 $791K 0.12% -174.0 -14.4% $190.78 +12.4%
72 VCIT VANGUARD SCOTTSDALE FDS 9,486.0 $784K 0.11% -4K -30.8% $82.65 -2.1%
73 IFRA ISHARES TR 12,157.0 $766K 0.11% -2K -15.2% $63.04 -1.9%
74 MA MASTERCARD INCORPORATED Financial Services 1,480.0 $760K 0.11% -494.0 -25.0% $513.60 +10.5%
75 MCD MCDONALDS CORP Consumer Cyclical 2,797.0 $756K 0.11% -66.0 -2.3% $270.31 -1.0%
76 USIG ISHARES TR 14,409.0 $739K 0.11% -2K -11.8% $51.29 -2.4%
77 CMDY ISHARES U S ETF TR 13,256.0 $732K 0.11% -5K -25.8% $55.23 +11.5%
78 CLOZ SERIES PORTFOLIOS TR 26,924.0 $711K 0.10% -16K -37.4% $26.42 -0.3%
79 WDC WESTERN DIGITAL CORP Technology 1,105.0 $706K 0.10% -166.0 -13.1% $638.72 -20.8%
80 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,961.0 $689K 0.10% -281.0 -2.3% $57.62 +14.0%
Page 4 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%