Laidlaw Wealth Management LLC

CIK

1800608

Location

NEW YORK CITY, NY

Portfolio Value

Micro $35,351,675

Diversification

Diversified

Filing Date

Global Rank

#8,636 / 8,795 ▼ 42 · as of Jun 2026

Top Industry

Software - Infrastructure 13.8%

Period ended 3 months ago

Filed Aug 11, 2026 · 56d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

58 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.0%

−2.8 pts

Top 5

29.6%

−8.2 pts

Top 10

46.1%

−10.1 pts

HHI

320

Diversified−148

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	41.6%	$14,719,328	18
Financial Services	11.0%	$3,875,808	10
Consumer Cyclical	9.9%	$3,511,372	4
Unclassified	9.2%	$3,238,873	5
Communication Services	7.1%	$2,527,396	3
Healthcare	6.9%	$2,441,046	4
Industrials	3.9%	$1,393,851	4
Consumer Defensive	3.8%	$1,355,819	3
Energy	2.9%	$1,030,333	3
Utilities	2.2%	$782,185	2
Basic Materials	1.3%	$475,664	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
OBDC	Blue Owl Capital Corp	+2,709	13,850	$150,549
CNP	Centerpoint Energy Inc	+2,347	11,602	$510,952
BNY	Bank of New York Mellon Corp	+1,427	3,885	$561,809
CAH	Cardinal Health Inc	+1,223	2,565	$609,341
GILD	Gilead Sciences, Inc.	+1,221	2,866	$362,090
QXO	QXO, Inc.	+1,145	16,150	$279,072
PM	Philip Morris International Inc.	+609	2,523	$456,435
CTVA	Corteva, Inc.	+514	2,962	$250,851
NFLX	Netflix Inc	+485	5,375	$383,775
SHOP	Shopify Inc.	+240	2,347	$267,980
JBL	Jabil Inc	+223	1,017	$392,033
BRK-B	Berkshire Hathaway Inc	+112	1,578	$789,615
LLY	ELI LILLY & Co	+106	1,052	$1,261,800
MSFT	Microsoft Corp	+88	4,526	$1,688,288
QBTS	D-Wave Quantum Inc.	+80	40,701	$976,416
QQQ	Invesco Qqq Trust, Series 1	+75	2,568	$1,891,075
PANW	Palo Alto Networks Inc	+27	3,790	$1,292,465
AFL	Aflac Inc	+10	1,912	$224,182
JPM	Jpmorgan Chase & Co	+5	1,115	$364,972
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−5,685	7,597	$2,198,267
ET	Energy Transfer LP	−4,250	22,580	$431,729
INFY	Infosys Ltd	−3,450	11,200	$117,488
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−2,528	5,269	$279,836
AGNG	Global X Funds Global X Aging Population ETF	−1,754	12,308	$812,804
EQT	EQT Corp	−1,365	5,586	$297,007
EMD	Western Asset Emerging Markets Debt Fund Inc.	−1,250	28,350	$304,479
SLV	iShares Silver Trust	−1,028	4,772	$255,158
NVDA	Nvidia Corp	−934	15,860	$3,173,427
CRWD	CrowdStrike Holdings, Inc.	−664	548	$418,200
PLTR	Palantir Technologies Inc.	−526	5,057	$590,000
BABA	Alibaba Group Holding Ltd	−524	9,122	$875,529
GOOGL	Alphabet Inc.	−501	2,217	$792,289
ETHA	iShares Ethereum Trust ETF	−210	16,000	$0
AMZN	Amazon Com Inc	−175	3,198	$762,211
TSLA	Tesla, Inc.	−104	3,611	$1,518,786
META	Meta Platforms, Inc.	−81	2,399	$1,351,332
AVGO	Broadcom Inc.	−26	1,407	$531,494
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	2,726	$961,296
AMAT	Applied Materials Inc /De	956	$691,188
KO	Coca Cola Co	7,867	$639,351
STT	State Street Corp	3,126	$530,169
MS	Morgan Stanley	1,997	$417,452
BE	Bloom Energy Corp	1,300	$393,510
MU	Micron Technology Inc	339	$391,304
CMI	Cummins Inc	527	$375,861
LRCX	Lam Research Corp	831	$360,097
RL	Ralph Lauren Corp	884	$354,846
GEV	GE Vernova Inc.	294	$345,408
WMB	Williams Companies, Inc.	4,057	$301,597
C	Citigroup Inc	2,110	$295,315
NRG	Nrg Energy, Inc.	1,857	$271,233
COKE	Coca-Cola Consolidated, Inc.	1,362	$260,033
CRWV	CoreWeave, Inc.	2,455	$244,370
NEM	NEWMONT Corp /DE/	2,407	$224,813
IONQ	IonQ, Inc.	4,106	$218,685
UNH	Unitedhealth Group Inc	500	$207,815
TWLO	Twilio Inc	1,000	$206,330
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
CASY	Caseys General Stores Inc	851	$619,408
OUNZ	VanEck Merk Gold ETF	9,047	$407,567
GLD	Spdr Gold Trust	594	$255,592
IAU	Ishares Gold Trust	2,410	$212,465
USO	United States Oil Fund, LP	1,587	$201,945
TE	T1 Energy Inc.	41,000	$179,990
VUZI	Vuzix Corp	34,352	$79,353
KEEL	Keel Infrastructure Corp.	12,600	$24,570
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $35,351,675 total · filing declares 59 positions · $35,061,102 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	15,860	-934	$3,173,427	+8.3%	8.98%
AAPL	Apple Inc. Technology	Reduced	7,597	-5,685	$2,198,267	−34.8%	6.22%
QQQ	Invesco Qqq Trust, Series 1	Added	2,568	+75	$1,891,075	+31.4%	5.35%
MSFT	Microsoft Corp Technology	Added	4,526	+88	$1,688,288	+2.8%	4.78%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,611	-104	$1,518,786	+10.0%	4.30%
META	Meta Platforms, Inc. Communication Services	Reduced	2,399	-81	$1,351,332	−4.8%	3.82%
PANW	Palo Alto Networks Inc Technology	Added	3,790	+27	$1,292,465	+114.2%	3.66%
LLY	ELI LILLY & Co Healthcare	Added	1,052	+106	$1,261,800	+45.0%	3.57%
QBTS	D-Wave Quantum Inc. Technology	Added	40,701	+80	$976,416	+66.6%	2.76%
APH	Amphenol Corp /De/ Technology	NEW	2,726	NEW	$961,296	NEW	2.72%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	9,122	-524	$875,529	−27.7%	2.48%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	12,308	-1,754	$812,804	−18.4%	2.30%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,217	-501	$792,289	+1.4%	2.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,578	+112	$789,615	+12.4%	2.23%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,198	-175	$762,211	+8.5%	2.16%
AMAT	Applied Materials Inc /De Technology	NEW	956	NEW	$691,188	NEW	1.96%
KO	Coca Cola Co Consumer Defensive	NEW	7,867	NEW	$639,351	NEW	1.81%
CAH	Cardinal Health Inc Healthcare	Added	2,565	+1,223	$609,341	+114.9%	1.72%
PLTR	Palantir Technologies Inc. Technology	Reduced	5,057	-526	$590,000	−27.8%	1.67%
BNY	Bank of New York Mellon Corp Financial Services	Added	3,885	+1,427	$561,809	+92.7%	1.59%
AVGO	Broadcom Inc. Technology	Reduced	1,407	-26	$531,494	+19.8%	1.50%
STT	State Street Corp Financial Services	NEW	3,126	NEW	$530,169	NEW	1.50%
CNP	Centerpoint Energy Inc Utilities	Added	11,602	+2,347	$510,952	+27.9%	1.45%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,523	+609	$456,435	+44.2%	1.29%
ET	Energy Transfer LP Energy	Reduced	22,580	-4,250	$431,729	−16.6%	1.22%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	548	-664	$418,200	−11.6%	1.18%
MS	Morgan Stanley Financial Services	NEW	1,997	NEW	$417,452	NEW	1.18%
BE	Bloom Energy Corp Industrials	NEW	1,300	NEW	$393,510	NEW	1.11%
JBL	Jabil Inc Technology	Added	1,017	+223	$392,033	+85.9%	1.11%
MU	Micron Technology Inc Technology	NEW	339	NEW	$391,304	NEW	1.11%
NFLX	Netflix Inc Communication Services	Added	5,375	+485	$383,775	−18.4%	1.09%
CMI	Cummins Inc Industrials	NEW	527	NEW	$375,861	NEW	1.06%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,115	+5	$364,972	+11.8%	1.03%
GILD	Gilead Sciences, Inc. Healthcare	Added	2,866	+1,221	$362,090	+57.9%	1.02%
LRCX	Lam Research Corp Technology	NEW	831	NEW	$360,097	NEW	1.02%
RL	Ralph Lauren Corp Consumer Cyclical	NEW	884	NEW	$354,846	NEW	1.00%
GEV	GE Vernova Inc. Industrials	NEW	294	NEW	$345,408	NEW	0.98%
EMD	Western Asset Emerging Markets Debt Fund Inc. Financial Services	Reduced	28,350	-1,250	$304,479	+4.8%	0.86%
WMB	Williams Companies, Inc. Energy	NEW	4,057	NEW	$301,597	NEW	0.85%
EQT	EQT Corp Energy	Reduced	5,586	-1,365	$297,007	−32.9%	0.84%
C	Citigroup Inc Financial Services	NEW	2,110	NEW	$295,315	NEW	0.84%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	5,269	-2,528	$279,836	−41.4%	0.79%
QXO	QXO, Inc. Industrials	Added	16,150	+1,145	$279,072	−4.2%	0.79%
NRG	Nrg Energy, Inc. Utilities	NEW	1,857	NEW	$271,233	NEW	0.77%
SHOP	Shopify Inc. Technology	Added	2,347	+240	$267,980	+7.2%	0.76%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	NEW	1,362	NEW	$260,033	NEW	0.74%
SLV	iShares Silver Trust	Reduced	4,772	-1,028	$255,158	−35.4%	0.72%
CTVA	Corteva, Inc. Basic Materials	Added	2,962	+514	$250,851	+22.4%	0.71%
CRWV	CoreWeave, Inc. Technology	NEW	2,455	NEW	$244,370	NEW	0.69%
COIN	Coinbase Global, Inc. Financial Services	Held	1,623	0	$237,266	−16.3%	0.67%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.