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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 15 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LRCX LAM RESEARCH CORP Technology 711.0 $308K 0.04% NEW $433.33 -20.7%
282 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,226.0 $307K 0.04% +2K +21.3% $33.29 +9.4%
283 IDU ISHARES TR 2,671.0 $306K 0.04% -85.0 -3.1% $114.61 -2.1%
284 MTUM ISHARES TR 892.0 $306K 0.04% -39.0 -4.2% $342.83 -6.1%
285 ISHARES TR 4,725.0 $305K 0.04% -1K -18.8% $64.52
286 MO ALTRIA GROUP INC Consumer Defensive 4,133.0 $297K 0.04% $71.95 -11.1%
287 SCHG SCHWAB STRATEGIC TR 8,743.0 $296K 0.04% +927.0 +11.9% $33.84 +4.8%
288 QUAL ISHARES TR 1,343.0 $295K 0.04% -188.0 -12.3% $219.43 +2.4%
289 SPYD SPDR SERIES TRUST 6,142.0 $293K 0.04% $47.71 +4.3%
290 AZN ASTRAZENECA PLC Healthcare 1,544.0 $293K 0.04% NEW $189.63 -17.3%
291 COP CONOCOPHILLIPS Energy 2,816.0 $293K 0.04% +451.0 +19.1% $103.96 +22.7%
292 UNP UNION PAC CORP Industrials 1,064.0 $289K 0.04% $272.00 +10.3%
293 DLS WISDOMTREE TR 3,433.0 $288K 0.04% +298.0 +9.5% $83.79 +5.9%
294 SJNK SPDR SERIES TRUST 11,457.0 $287K 0.04% -4K -24.4% $25.03 -0.6%
295 ABT ABBOTT LABORATORIES Healthcare 3,133.0 $284K 0.04% -161.0 -4.9% $90.74 +21.6%
296 APP APPLOVIN CORP Technology 549.0 $283K 0.04% +27.0 +5.2% $515.23 -39.4%
297 GPIX GOLDMAN SACHS ETF TR 5,041.0 $280K 0.04% NEW $55.57 +1.5%
298 SPG SIMON PPTY GROUP INC NEW Real Estate 1,236.0 $276K 0.04% +17.0 +1.4% $223.65 -0.9%
299 TMO THERMO FISHER SCIENTIFIC INC Healthcare 545.0 $273K 0.04% -146.0 -21.1% $501.36 +16.8%
300 FORTINET INC 1,778.0 $273K 0.04% NEW $153.62
Page 15 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%