Laidlaw Wealth Management LLC reported 54 positions worth $31.77M for the quarter ended Jun 30, 2026, up 24.1% on the prior quarter. It opened 20 new positions, added to 19, trimmed 14 and exited 9. Its largest holding is Nvidia Corp at 10% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMAT Applied Materials Inc | +956 | – | $690.89K | 2.17% |
| KO Coca Cola Co | +7,867 | – | $639.35K | 2.01% |
| STT State Street Corp | +3,126 | – | $530.17K | 1.67% |
| APH Amphenol Corp | +5,452 | – | $480.65K | 1.51% |
| MS Morgan Stanley | +1,997 | – | $417.45K | 1.31% |
| BE Bloom Energy Corp | +1,300 | – | $393.51K | 1.24% |
| MU Micron Technology Inc | +339 | – | $391.30K | 1.23% |
| CMI Cummins Inc | +527 | – | $375.86K | 1.18% |
| LRCX Lam Research Corp | +831 | – | $360.10K | 1.13% |
| RL Ralph Lauren Corp | +884 | – | $354.85K | 1.12% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -5,660 | -42.7% | $1.64M | 6.92% |
| CASY Caseys General Stores Inc | -851 | -100.0% | $619.41K | Exited |
| CRWD CrowdStrike Holdings, Inc. | -2,656 | -54.8% | $506.73K | 1.32% |
| OUNZ VanEck Merk Gold ETF | -9,047 | -100.0% | $407.57K | Exited |
| GLD Spdr Gold Trust | -594 | -100.0% | $255.59K | Exited |
| GOOG Alphabet Inc. | -878 | -100.0% | $251.91K | Exited |
| IAU Ishares Gold Trust | -2,410 | -100.0% | $212.47K | Exited |
| USO United States Oil Fund, LP | -1,585 | -100.0% | $201.69K | Exited |
| NVDA Nvidia Corp | -934 | -5.6% | $186.88K | 9.99% |
| TE T1 Energy Inc. | -41.0K | -100.0% | $179.99K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMAT Applied Materials Inc | +956 | $690.89K | 2.17% |
| KO Coca Cola Co | +7,867 | $639.35K | 2.01% |
| STT State Street Corp | +3,126 | $530.17K | 1.67% |
| APH Amphenol Corp | +5,452 | $480.65K | 1.51% |
| MS Morgan Stanley | +1,997 | $417.45K | 1.31% |
| BE Bloom Energy Corp | +1,300 | $393.51K | 1.24% |
| MU Micron Technology Inc | +339 | $391.30K | 1.23% |
| CMI Cummins Inc | +527 | $375.86K | 1.18% |
| LRCX Lam Research Corp | +831 | $360.10K | 1.13% |
| RL Ralph Lauren Corp | +884 | $354.85K | 1.12% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CASY Caseys General Stores Inc | -851 | $619.41K | 2.42% |
| OUNZ VanEck Merk Gold ETF | -9,047 | $407.57K | 1.59% |
| GLD Spdr Gold Trust | -594 | $255.59K | 0.998% |
| GOOG Alphabet Inc. | -878 | $251.91K | 0.984% |
| IAU Ishares Gold Trust | -2,410 | $212.47K | 0.83% |
| USO United States Oil Fund, LP | -1,585 | $201.69K | 0.788% |
| TE T1 Energy Inc. | -41.0K | $179.99K | 0.703% |
| VUZI Vuzix Corp | -34.4K | $79.35K | 0.31% |
| KEEL Keel Infrastructure Corp. | -12.6K | $24.57K | 0.096% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 15.9K | $3.17M | 9.99% | -934 | -5.6% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 7,597 | $2.20M | 6.92% | -5,660 | -42.7% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 4,526 | $1.69M | 5.31% | +88 | +2.0% | Added | 0% |
| 4 | TSLA Tesla, Inc. | Consumer Discretionary | 3,611 | $1.52M | 4.78% | -104 | -2.8% | Reduced | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 2,399 | $1.35M | 4.25% | -81 | -3.3% | Reduced | 0% |
| 6 | PANW Palo Alto Networks Inc | Technology | 3,790 | $1.29M | 4.07% | +27 | +0.7% | Added | 0% |
| 7 | LLY ELI LILLY & Co | Healthcare | 1,052 | $1.26M | 3.97% | +106 | +11.2% | Added | 0% |
| 8 | QBTS D-Wave Quantum Inc. | Technology | 40.7K | $976.42K | 3.07% | +80 | +0.2% | Added | 0.01% |
| 9 | BABA Alibaba Group Holding Ltd | Technology | 9,122 | $875.53K | 2.76% | -524 | -5.4% | Reduced | 0% |
| 10 | GOOGL Alphabet Inc. | Technology | 2,217 | $792.29K | 2.49% | +377 | +20.5% | Added | 0% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,578 | $789.62K | 2.49% | +112 | +7.6% | Added | 0% |
| 12 | AMZN Amazon Com Inc | Consumer Discretionary | 3,198 | $762.21K | 2.4% | -175 | -5.2% | Reduced | 0% |
| 13 | AMAT Applied Materials Inc | Technology | 956 | $690.89K | 2.17% | +956 | – | New | 0% |
| 14 | KO Coca Cola Co | Consumer Staples | 7,867 | $639.35K | 2.01% | +7,867 | – | New | 0% |
| 15 | CAH Cardinal Health Inc | Healthcare | 2,565 | $609.34K | 1.92% | +1,223 | +91.1% | Added | 0% |
Tip. Select a row to see that position’s full history at Laidlaw Wealth Management.
As of its Q2 2026 13F filing, Laidlaw Wealth Management LLC’s five largest positions were Nvidia Corp (NVDA) at 10.0%, Apple Inc. (AAPL) at 6.9%, Microsoft Corp (MSFT) at 5.3%, Tesla, Inc. (TSLA) at 4.8%, Meta Platforms, Inc. (META) at 4.3% of the reported portfolio.
Laidlaw Wealth Management LLC reported a 13F portfolio worth $31.77M across 54 positions for Q2 2026. That is up 24.1% from the previous quarter.
Its largest purchases by value were Applied Materials Inc ($690.89K), Coca Cola Co ($639.35K), State Street Corp ($530.17K). It opened 20 new positions.
Its largest sales by value were Apple Inc. ($1.64M), Caseys General Stores Inc ($619.41K), CrowdStrike Holdings, Inc. ($506.73K). It exited 9 positions entirely.
From the Form 13F-HR reports Laidlaw Wealth Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.