LAUREL OAK WEALTH MANAGEMENT, LLC
LAUREL OAK WEALTH MANAGEMENT, LLC reported 383 positions worth $686.5M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: AAPL (7.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $48.6M | 7.08% | 167,862 | — | — | |
| ▸ 2 | NVDA | SH | $28.3M | 4.12% | 141,376 | — | — | |
| ▸ 3 | VT | SH | $28.1M | 4.10% | 179,208 | — | — | |
| ▸ 4 | GOOGL | SH | $21.0M | 3.05% | 58,631 | — | — | |
| ▸ 5 | AMZN | SH | $19.1M | 2.78% | 80,086 | — | — | |
| ▸ 6 | VUG | SH | $18.6M | 2.71% | 216,078 | — | — | |
| ▸ 7 | HEGD | SH | $16.8M | 2.45% | 630,722 | — | — | |
| ▸ 8 | JPM | SH | $13.4M | 1.96% | 41,003 | — | — | |
| ▸ 9 | DIVO | SH | $12.9M | 1.88% | 282,884 | — | — | |
| ▸ 10 | MSFT | SH | $12.5M | 1.82% | 33,509 | — | — |
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Frequently Asked Questions
What stocks does LAUREL OAK WEALTH MANAGEMENT, LLC hold as of Q2 2026?
LAUREL OAK WEALTH MANAGEMENT, LLC reported 383 positions worth $686.5M in its Q2 2026 13F filing. Largest positions: AAPL (7.1%), NVDA (4.1%), VT (4.1%), GOOGL (3.1%) and AMZN (2.8%).
What did LAUREL OAK WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LAUREL OAK WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.