Lauer Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Lauer Wealth, LLC held in its portfolio 57 assets valued at $134,681,893 (i.e. $134.68M).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($18.06M), WISDOMTREE TR ($14.26M), and WISDOMTREE TR ($14.08M).
The chart below shows the top 10 valuable assets, and the table below shows the top 57 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lauer Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 29111 | 18062502 | UNIT SER 1 |
| WISDOMTREE TR | 157379 | 14258557 | US QTLY DIV GRT |
| WISDOMTREE TR | 279547 | 14077997 | FLOATNG RAT TREA |
| ISHARES TR | 141901 | 13621077 | MORNINGSTAR VALU |
| DIMENSIONAL ETF TRUST | 235210 | 11177179 | US CORE EQT MKT |
| TESLA INC | 22608 | 9852566 | COM |
| VANGUARD SCOTTSDALE FDS | 107961 | 6344844 | SHORT TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 101371 | 6076171 | INTER TERM TREAS |
| EOS ENERGY ENTERPRISES INC | 448510 | 5606994 | COM CL A |
| ISHARES BITCOIN TRUST ETF | 230896 | 2989372 | SHS BEN INT |
| DIMENSIONAL ETF TRUST | 40413 | 2943683 | US SMALL CAP ETF |
| WISDOMTREE TR | 36414 | 2520213 | US MIDCAP FUND |
| DIMENSIONAL ETF TRUST | 66624 | 2247228 | EMGR CRE EQT MNG |
| AMAZON COM INC | 12292 | 2069991 | COM |
| ISHARES TR | 20528 | 1793121 | 20 YR TR BD ETF |
| ADVANCED MICRO DEVICES INC | 7174 | 1468374 | COM |
| BITMINE IMMERSION TECNOLOGIE | 104580 | 1404400 | COM NEW |
| NVIDIA CORPORATION | 6973 | 1290284 | COM |
| GLOBAL X FDS | 15750 | 1149278 | DEFENSE TECH ETF |
| PALANTIR TECHNOLOGIES INC | 6225 | 1100954 | CL A |
| PROSHARES TR | 16140 | 874627 | ULTRAPRO QQQ |
| VANGUARD INDEX FDS | 2476 | 842187 | TOTAL STK MKT |
| FIRST TR EXCHANGE TRADED FD | 43830 | 714635 | INDXX NAT RE ETF |
| ISHARES ETHEREUM TR | 30282 | 710113 | SHS |
| ARK ETF TR | 22643 | 699895 | GENOMIC REV ETF |
| TEMPUS AI INC | 9900 | 676764 | CL A |
| UIPATH INC | 64750 | 643147 | CL A |
| UNITEDHEALTH GROUP INC | 1818 | 630573 | COM |
| SPDR S&P 500 ETF TR | 910 | 627454 | TR UNIT |
| APPLE INC | 2028 | 525333 | COM |
| STRATEGY INC | 2901 | 484380 | CL A NEW |
| GRANITESHARES ETF TR | 5005 | 432582 | 2X LONG NVDA DAI |
| DEFI DEVELOPMENT CORP | 60600 | 419352 | COM |
| VOLATILITY SHS TR | 6970 | 413112 | 2X ETHER ETF NEW |
| SELECT SECTOR SPDR TR | 2787 | 401997 | STATE STREET TEC |
| MICROSOFT CORP | 790 | 377707 | COM |
| VANGUARD WORLD FD | 468 | 353251 | INF TECH ETF |
| GLOBAL X FDS | 6547 | 324142 | GLOBAL X URANIUM |
| ARK 21SHARES BITCOIN ETF | 10650 | 321417 | SHS BEN INT |
| UNITED PARCEL SERVICE INC | 2928 | 313208 | CL B |
| CLEANSPARK INC | 26000 | 311740 | COM NEW |
| D-WAVE QUANTUM INC | 10500 | 307440 | COM |
| STRATEGY INC | 16300 | 297203 | NOTE 0.625% 3/1 |
| ALBEMARLE CORP | 1839 | 291132 | COM |
| IONQ INC | 5107 | 257648 | COM |
| ARK ETF TR | 2022 | 256551 | AUTNMUS TECHNLGY |
| ARK ETF TR | 3087 | 248658 | INNOVATION ETF |
| VOLATILITY SHS TR | 80000 | 243008 | PREMIUM PLUS ETF |
| ISHARES SILVER TR | 3399 | 236944 | ISHARES |
| VERIZON COMMUNICATIONS INC | 5735 | 232669 | COM |
| CIPHER MINING INC | 14000 | 231700 | COM |
| NUSCALE PWR CORP | 11388 | 224002 | CL A COM |
| DIMENSIONAL ETF TRUST | 4500 | 216360 | US MKTWIDE VALUE |
| INVESCO VALUE MUN INCOME TR | 16500 | 206910 | COM |
| CANOPY GROWTH CORP | 192000 | 121695 | COM NEW |
| STRIVE INC | 100000 | 101000 | CL A COM |
| CLEANSPARK INC | 15300 | 56572 | NOTE 6/1 |
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