Lauer Wealth, LLC reported 39 positions worth $27.38M for the quarter ended Sep 30, 2026, down 6.9% on the prior quarter. It opened 16 new positions, added to 4, trimmed 17 and exited 4. Its largest holding is Tesla, Inc. at 18.7% 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 |
|---|---|---|---|---|
| NVDA Nvidia Corp | +10.9K | – | $2.50M | 9.14% |
| IBIT iShares Bitcoin Trust ETF | +53.2K | – | $2.46M | 8.99% |
| PLTR Palantir Technologies Inc. | +8,335 | – | $1.66M | 6.05% |
| TEM Tempus AI, Inc. | +13.1K | – | $907.22K | 3.31% |
| MSFT Microsoft Corp | +1,564 | – | $817.36K | 2.98% |
| ETHA iShares Ethereum Trust ETF | +12.2K | – | $677.15K | 2.47% |
| NFLX Netflix Inc | +5,336 | – | $381.90K | 1.39% |
| GLD Spdr Gold Trust | +863 | – | $326.75K | 1.19% |
| SLV iShares Silver Trust | +5,033 | – | $269.01K | 0.982% |
| DFDV DeFi Development Corp. | +52.5K | – | $240.45K | 0.878% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BMNR Bitmine Immersion Technologies, Inc. | -357.9K | -86.4% | $8.60M | 4.94% |
| MSTR Strategy Inc | -30.3K | -77.9% | $4.59M | 4.75% |
| TSLA Tesla, Inc. | -6,047 | -30.7% | $2.27M | 18.73% |
| META Meta Platforms, Inc. | -790 | -52.4% | $569.50K | 1.89% |
| IREN IREN Ltd | -15.1K | -63.6% | $538.69K | 1.12% |
| MU Micron Technology Inc | -360 | -30.6% | $372.90K | 3.08% |
| CRM Salesforce, Inc. | -2,065 | -100.0% | $346.01K | Exited |
| QCOM Qualcomm Inc | -1,656 | -100.0% | $294.93K | Exited |
| UUUU Energy Fuels Inc | -18.7K | -100.0% | $247.40K | Exited |
| IONQ IonQ, Inc. | -5,195 | -100.0% | $204.11K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| NVDA Nvidia Corp | +10.9K | $2.50M | 9.14% |
| IBIT iShares Bitcoin Trust ETF | +53.2K | $2.46M | 8.99% |
| PLTR Palantir Technologies Inc. | +8,335 | $1.66M | 6.05% |
| TEM Tempus AI, Inc. | +13.1K | $907.22K | 3.31% |
| MSFT Microsoft Corp | +1,564 | $817.36K | 2.98% |
| ETHA iShares Ethereum Trust ETF | +12.2K | $677.15K | 2.47% |
| NFLX Netflix Inc | +5,336 | $381.90K | 1.39% |
| GLD Spdr Gold Trust | +863 | $326.75K | 1.19% |
| SLV iShares Silver Trust | +5,033 | $269.01K | 0.982% |
| DFDV DeFi Development Corp. | +52.5K | $240.45K | 0.878% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSLA Tesla, Inc. | Consumer Discretionary | 13.7K | $5.13M | 18.73% | -6,047 | -30.7% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 10.9K | $2.50M | 9.14% | +10.9K | – | New | 0% |
| 3 | IBIT iShares Bitcoin Trust ETF | Others | 53.2K | $2.46M | 8.99% | +53.2K | – | New | 0% |
| 4 | PLTR Palantir Technologies Inc. | Technology | 8,335 | $1.66M | 6.05% | +8,335 | – | New | 0% |
| 5 | BMNR Bitmine Immersion Technologies, Inc. | Technology | 56.3K | $1.35M | 4.94% | -357.9K | -86.4% | Reduced | 0.01% |
| 6 | MSTR Strategy Inc | Technology | 8,590 | $1.30M | 4.75% | -30.3K | -77.9% | Reduced | 0% |
| 7 | TEM Tempus AI, Inc. | Healthcare | 13.1K | $907.22K | 3.31% | +13.1K | – | New | 0.01% |
| 8 | MU Micron Technology Inc | Technology | 815 | $844.21K | 3.08% | -360 | -30.6% | Reduced | 0% |
| 9 | MSFT Microsoft Corp | Technology | 1,564 | $817.36K | 2.98% | +1,564 | – | New | 0% |
| 10 | AAPL Apple Inc. | Technology | 2,386 | $812.24K | 2.97% | 0 | 0.0% | Unchanged | 0% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 2,928 | $743.89K | 2.72% | +50 | +1.7% | Added | 0% |
| 12 | UNH Unitedhealth Group Inc | Healthcare | 1,827 | $677.73K | 2.47% | -100 | -5.2% | Reduced | 0% |
| 13 | ETHA iShares Ethereum Trust ETF | Others | 12.2K | $677.15K | 2.47% | +12.2K | – | New | 0% |
| 14 | AMD Advanced Micro Devices Inc | Technology | 1,054 | $654.20K | 2.39% | -100 | -8.7% | Reduced | 0% |
| 15 | CEG Constellation Energy Corp | Utilities | 2,090 | $595.80K | 2.18% | +90 | +4.5% | Added | 0% |
Tip. Select a row to see that position’s full history at Lauer Wealth.
As of its Q3 2026 13F filing, Lauer Wealth, LLC’s five largest positions were Tesla, Inc. (TSLA) at 18.7%, Nvidia Corp (NVDA) at 9.1%, iShares Bitcoin Trust ETF (IBIT) at 9.0%, Palantir Technologies Inc. (PLTR) at 6.1%, Bitmine Immersion Technologies, Inc. (BMNR) at 4.9% of the reported portfolio.
Lauer Wealth, LLC reported a 13F portfolio worth $27.38M across 39 positions for Q3 2026. That is down 6.9% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($2.50M), iShares Bitcoin Trust ETF ($2.46M), Palantir Technologies Inc. ($1.66M). It opened 16 new positions.
Its largest sales by value were Bitmine Immersion Technologies, Inc. ($8.60M), Strategy Inc ($4.59M), Tesla, Inc. ($2.27M). It exited 4 positions entirely.
From the Form 13F-HR reports Lauer Wealth, 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.