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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 12 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ASML ASML HLDG NV Technology 224.0 $446K 0.07% -35.0 -13.5% $1989.44 -9.9%
222 HWM HOWMET AEROSPACE INC Industrials 1,634.0 $439K 0.06% -196.0 -10.7% $268.86 +5.7%
223 MGK VANGUARD WORLD FD 4,973.0 $437K 0.06% +4K +380.9% $87.91 +1.5%
224 EFA ISHARES TR 4,192.0 $436K 0.06% -1K -21.4% $103.89 +3.7%
225 NEE NEXTERA ENERGY INC Utilities 4,956.0 $435K 0.06% -309.0 -5.9% $87.77 -1.3%
226 JEPI J P MORGAN EXCHANGE TRADED F 7,681.0 $434K 0.06% NEW $56.48 +2.5%
227 AIQ GLOBAL X FDS 6,581.0 $432K 0.06% -3K -32.5% $65.61 -4.3%
228 CMI CUMMINS INC Industrials 596.0 $425K 0.06% +49.0 +9.0% $713.21 -12.6%
229 XNTK SPDR SERIES TRUST 1,085.0 $424K 0.06% $390.65 -8.4%
230 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,862.0 $424K 0.06% +400.0 +6.2% $61.76 -8.5%
231 EZM WISDOMTREE TR 5,538.0 $420K 0.06% -1K -15.5% $75.78 +1.8%
232 VFH VANGUARD WORLD FD 3,173.0 $418K 0.06% -129.0 -3.9% $131.58 +7.9%
233 AXP AMERICAN EXPRESS CO Financial Services 1,225.0 $414K 0.06% -49.0 -3.9% $338.25 +0.2%
234 TJX TJX COS INC NEW Consumer Cyclical 2,732.0 $414K 0.06% -403.0 -12.8% $151.48 +0.8%
235 IXUS ISHARES TR 4,301.0 $410K 0.06% +1K +39.1% $95.44 +1.6%
236 VDC VANGUARD WORLD FD 1,808.0 $408K 0.06% -461.0 -20.3% $225.54 +3.1%
237 IXN ISHARES TR 2,817.0 $407K 0.06% -138.0 -4.7% $144.48 -3.1%
238 ACN ACCENTURE PLC IRELAND Technology 3,245.0 $404K 0.06% -471.0 -12.7% $124.42 +39.6%
239 ALAB ASTERA LABS INC Technology 835.0 $403K 0.06% NEW $483.02 -38.5%
240 SPYG SPDR SERIES TRUST 3,349.0 $398K 0.06% -398.0 -10.6% $118.99 +1.6%
Page 12 of 20  ·  383 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%