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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 20  ·  383 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAT CATERPILLAR INC Industrials 2,093.0 $2.2M 0.33% -191.0 -8.4% $1064.91 -17.2%
62 BAC BANK OF AMER CORP Financial Services 38,890.0 $2.2M 0.32% +3K +8.2% $56.98 +12.1%
63 VGLT VANGUARD SCOTTSDALE FDS 38,196.0 $2.1M 0.31% -35K -48.0% $55.18 -5.1%
64 ARTY ISHARES TR 27,544.0 $2.1M 0.31% +5K +22.5% $76.16 +2.0%
65 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 25,816.0 $2.1M 0.30% +219.0 +0.9% $81.16 -6.8%
66 V VISA INC Financial Services 6,076.0 $2.1M 0.30% -619.0 -9.2% $343.11 +4.6%
67 BERKSHIRE HATHAWAY INC DEL 4,071.0 $2.0M 0.30% -663.0 -14.0% $500.39
68 JHMM JOHN HANCOCK EXCHANGE TRADED 26,476.0 $2.0M 0.29% -8K -23.9% $74.96 +2.9%
69 SCHD SCHWAB STRATEGIC TR 62,537.0 $2.0M 0.29% +33K +111.3% $31.71 +8.1%
70 FIRST TR EXCH TRADED FD III 26,678.0 $2.0M 0.29% +24K +782.8% $73.80
71 MUB ISHARES TR 17,827.0 $1.9M 0.28% +4K +24.6% $107.62 -1.9%
72 SHY ISHARES TR 23,306.0 $1.9M 0.28% -2K -6.8% $82.11 -0.1%
73 SLYG SPDR SERIES TRUST 15,987.0 $1.9M 0.28% -95.0 -0.6% $119.13 -0.2%
74 AMAT APPLIED MATLS INC Technology 2,620.0 $1.9M 0.28% -138.0 -5.0% $723.00 -26.0%
75 IWP ISHARES TR 12,660.0 $1.9M 0.27% -10K -43.4% $146.41 +0.9%
76 SMH VANECK ETF TRUST 2,815.0 $1.8M 0.27% -362.0 -11.4% $655.89 -9.4%
77 HEDJ WISDOMTREE TR 30,896.0 $1.8M 0.26% -2K -6.1% $57.00 +1.5%
78 AEHR AEHR TEST SYS Technology 17,670.0 $1.7M 0.25% NEW $96.06 +51.6%
79 VHT VANGUARD WORLD FD 5,659.0 $1.7M 0.25% -321.0 -5.4% $299.02 +5.1%
80 PLTR PALANTIR TECHNOLOGIES INC Technology 14,250.0 $1.7M 0.24% +4K +40.4% $116.67 +47.9%
Page 4 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%