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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 3 of 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 26,756.0 $3.7M 0.53% -10K -28.1% $136.72 +18.1%
42 CVX CHEVRON CORPORATION Energy 20,929.0 $3.5M 0.51% +1K +6.5% $165.76 +22.3%
43 IEMG ISHARES INC 38,838.0 $3.2M 0.47% -15K -27.9% $82.84 -1.1%
44 MU MICRON TECHNOLOGY INC Technology 2,646.0 $3.1M 0.45% +132.0 +5.2% $1154.31 -12.4%
45 HYG ISHARES TR 37,942.0 $3.0M 0.44% -631.0 -1.6% $79.97 -0.5%
46 AVGO BROADCOM INC Technology 7,708.0 $2.9M 0.42% +691.0 +9.8% $377.75 +3.9%
47 AMD ADVANCED MICRO DEVICES INC Technology 4,913.0 $2.9M 0.42% +351.0 +7.7% $580.91 -12.9%
48 IJH ISHARES TR 36,839.0 $2.8M 0.41% -7K -16.0% $77.11 +1.8%
49 AGG ISHARES TR 28,091.0 $2.8M 0.41% -1K -3.9% $98.98 -1.7%
50 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,357.0 $2.6M 0.37% -308.0 -5.4% $477.55 -9.8%
51 TAXX BONDBLOXX ETF TRUST 49,631.0 $2.5M 0.37% NEW $50.74 -0.4%
52 CIBR FIRST TR EXCHANGE-TRADED FD 27,956.0 $2.5M 0.37% +1K +3.9% $89.85 +8.8%
53 HYD VANECK ETF TRUST 48,040.0 $2.5M 0.36% +18K +59.9% $51.51 -2.4%
54 VOT VANGUARD INDEX FDS 7,961.0 $2.4M 0.35% -126.0 -1.6% $306.31 +2.0%
55 HYMB SPDR SERIES TRUST 95,834.0 $2.4M 0.35% +22K +30.6% $25.44 -2.4%
56 VTV VANGUARD INDEX FDS 11,080.0 $2.4M 0.35% -530.0 -4.6% $217.93 +4.0%
57 IWS ISHARES TR 14,339.0 $2.4M 0.34% -551.0 -3.7% $164.60 +4.5%
58 DGRW WISDOMTREE TR 24,683.0 $2.4M 0.34% +4K +16.6% $95.62 +4.0%
59 IEI ISHARES TR 19,905.0 $2.3M 0.34% -7K -25.7% $117.45 -0.8%
60 VBR VANGUARD INDEX FDS 9,557.0 $2.3M 0.34% -5K -34.8% $242.98 +2.8%
Page 3 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%