Laidlaw Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Laidlaw Wealth Management LLC held in its portfolio 47 assets valued at $32,308,723 (i.e. $32.31M).
The most valuable assets in the portfolio included: APPLE INC ($3.60M), NVIDIA CORPORATION ($3.01M), and MICROSOFT CORP ($2.18M).
The chart below shows the top 10 valuable assets, and the table below shows the top 47 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Laidlaw Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 13257 | 3604106 | COM |
| NVIDIA CORPORATION | 16115 | 3005383 | COM |
| MICROSOFT CORP | 4513 | 2182577 | COM |
| TESLA INC | 3861 | 1736369 | COM |
| META PLATFORMS INC | 2494 | 1646586 | CL A |
| INVESCO QQQ TR | 2451 | 1496665 | UNIT SER 1 |
| ALIBABA GROUP HLDG LTD | 10092 | 1479285 | SPONSORED ADS |
| D-WAVE QUANTUM INC | 40621 | 1062239 | COM |
| ISHARES SILVER TR | 14263 | 918822 | ISHARES |
| ELI LILLY & CO | 848 | 911329 | COM |
| GLOBAL X FDS | 12148 | 787069 | DEFENSE TECH ETF |
| PALANTIR TECHNOLOGIES INC | 4417 | 785122 | CL A |
| ISHARES INC | 11985 | 768239 | MSCI EURZONE ETF |
| ALPHABET INC | 2346 | 734298 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC DEL | 1338 | 672546 | CL B NEW |
| WESTERN ASSET EMERGING MKTS | 60700 | 645241 | COM |
| AMAZON COM INC | 2567 | 592515 | COM |
| CASEYS GEN STORES INC | 1044 | 577029 | COM |
| PALO ALTO NETWORKS INC | 3066 | 564757 | COM |
| BROADCOM INC | 1418 | 490802 | COM |
| ISHARES ETHEREUM TR | 18930 | 424600 | SHS |
| NETFLIX INC | 4210 | 394730 | COM |
| SHOPIFY INC | 2447 | 393894 | CL A SUB VTG SHS |
| NEWMONT CORP | 3942 | 393609 | COM |
| PHILIP MORRIS INTL INC | 2388 | 383035 | COM |
| EQT CORP | 6484 | 347542 | COM |
| ENERGY TRANSFER L P | 20830 | 343487 | COM UT LTD PTN |
| CARDINAL HEALTH INC | 1632 | 335376 | COM |
| CENTERPOINT ENERGY INC | 8692 | 333251 | COM |
| FERRARI N V | 845 | 312278 | COM |
| CROWDSTRIKE HLDGS INC | 662 | 310319 | CL A |
| ALPHABET INC | 988 | 310080 | CAP STK CL C |
| JPMORGAN CHASE & CO. | 960 | 309331 | COM |
| JABIL INC | 1335 | 304407 | COM |
| TRANSDIGM GROUP INC | 218 | 289907 | COM |
| GENERAL DYNAMICS CORP | 833 | 280438 | COM |
| SPOTIFY TECHNOLOGY S A | 444 | 257835 | SHS |
| RALPH LAUREN CORP | 705 | 249295 | CL A |
| COSTCO WHSL CORP NEW | 272 | 234556 | COM |
| GILEAD SCIENCES INC | 1908 | 234188 | COM |
| COINBASE GLOBAL INC | 1023 | 231341 | COM CL A |
| AMPHENOL CORP NEW | 1596 | 215700 | CL A |
| AFLAC INC | 1902 | 209734 | COM |
| COCA COLA CONS INC | 1336 | 204809 | COM |
| INFOSYS LTD | 11200 | 199584 | SPONSORED ADR |
| BLUE OWL CAPITAL CORPORATION | 10641 | 132268 | COM |
| INSPIRA TECHNOLOGIES OXY BHN | 13500 | 12150 | SHS |