Laidlaw Wealth Management LLC

CIK

1800608

Location

NEW YORK CITY, NY

Portfolio Value

Micro $27,089,543

Diversification

Diversified

Filing Date

Global Rank

#7,141 / 8,232 ▲ 131

Top Industry

Software - Infrastructure 14.8%

3Y Alpha vs SPY

+5.1%

Period ended 2 months ago

Filed May 6, 2026 · 39d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+99.5%

SPY

+76.3%

Annualised alpha

+5.1%

Max drawdown

−15.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.4%

+0.6 pts

Top 5

39.9%

−0.1 pts

Top 10

58.3%

−1.0 pts

HHI

499

Diversified+11

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.9%	$11,628,040	13
Consumer Cyclical	14.4%	$3,913,140	4
Unclassified	11.7%	$3,168,294	7
Communication Services	8.9%	$2,418,165	3
Financial Services	8.2%	$2,226,567	7
Healthcare	5.1%	$1,382,943	3
Energy	3.5%	$960,180	2
Industrials	1.7%	$471,387	2
Utilities	1.5%	$399,445	1
Consumer Defensive	1.2%	$316,460	1
Basic Materials	0.8%	$204,922	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
ET	Energy Transfer LP	+6,000	26,830	$517,819
INFY	Infosys Ltd	+3,450	14,650	$197,921
PLTR	Palantir Technologies Inc.	+1,166	5,583	$816,681
AMZN	Amazon Com Inc	+806	3,373	$702,494
PANW	Palo Alto Networks Inc	+697	3,763	$603,284
NFLX	Netflix Inc	+680	4,890	$470,173
NVDA	Nvidia Corp	+679	16,794	$2,928,873
COIN	Coinbase Global, Inc.	+600	1,623	$283,392
CNP	Centerpoint Energy Inc	+563	9,255	$399,445
CRWD	CrowdStrike Holdings, Inc.	+550	1,212	$473,176
OBDC	Blue Owl Capital Corp	+500	11,141	$123,219
EQT	EQT Corp	+467	6,951	$442,361
JPM	Jpmorgan Chase & Co	+150	1,110	$326,517
BRK-B	Berkshire Hathaway Inc	+128	1,466	$702,507
LLY	ELI LILLY & Co	+98	946	$870,102
QQQ	Invesco Qqq Trust, Series 1	+42	2,493	$1,438,909
AAPL	Apple Inc.	+25	13,282	$3,370,838
AVGO	Broadcom Inc.	+15	1,433	$443,527
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
EMD	Western Asset Emerging Markets Debt Fund Inc.	−31,100	29,600	$290,672
SLV	iShares Silver Trust	−8,463	5,800	$395,212
ETHA	iShares Ethereum Trust ETF	−2,720	16,210	$256,604
JBL	Jabil Inc	−541	794	$210,910
GOOGL	Alphabet Inc.	−506	1,840	$529,110
PM	Philip Morris International Inc.	−474	1,914	$316,460
BABA	Alibaba Group Holding Ltd	−446	9,646	$1,210,187
SHOP	Shopify Inc.	−340	2,107	$249,932
CAH	Cardinal Health Inc	−290	1,342	$283,578
GILD	Gilead Sciences, Inc.	−263	1,645	$229,263
CASY	Caseys General Stores Inc	−193	851	$619,408
TSLA	Tesla, Inc.	−146	3,715	$1,381,051
MSFT	Microsoft Corp	−75	4,438	$1,642,814
META	Meta Platforms, Inc.	−14	2,480	$1,418,882
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
OUNZ	VanEck Merk Gold ETF	9,047	$407,567
BNY	Bank of New York Mellon Corp	2,458	$291,592
QXO	QXO, Inc.	15,005	$291,397
GLD	Spdr Gold Trust	594	$255,592
IAU	Ishares Gold Trust	2,410	$212,465
CTVA	Corteva, Inc.	2,448	$204,922
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.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
NEM	NEWMONT Corp /DE/	3,942	$393,608
RACE	Ferrari N.V.	845	$312,278
TDG	TransDigm Group INC	218	$289,907
GD	General Dynamics Corp	833	$280,437
SPOT	Spotify Technology S.A.	444	$257,835
RL	Ralph Lauren Corp	705	$249,295
COST	Costco Wholesale Corp /New	272	$234,556
APH	Amphenol Corp /De/	1,596	$215,683
COKE	Coca-Cola Consolidated, Inc.	1,336	$204,808
QTEX	QTREX Quantum Ltd.	13,500	$12,150
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 positions · $27,089,543 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	13,282	+25	$3,370,838	−6.5%	12.44%
NVDA	Nvidia Corp Technology	Added	16,794	+679	$2,928,873	−2.5%	10.81%
MSFT	Microsoft Corp Technology	Reduced	4,438	-75	$1,642,814	−24.7%	6.06%
QQQ	Invesco Qqq Trust, Series 1	Added	2,493	+42	$1,438,909	−4.4%	5.31%
META	Meta Platforms, Inc. Communication Services	Reduced	2,480	-14	$1,418,882	−13.8%	5.24%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,715	-146	$1,381,051	−20.5%	5.10%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	9,646	-446	$1,210,187	−18.2%	4.47%
LLY	ELI LILLY & Co Healthcare	Added	946	+98	$870,102	−4.5%	3.21%
PLTR	Palantir Technologies Inc. Technology	Added	5,583	+1,166	$816,681	+4.0%	3.01%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,466	+128	$702,507	+4.5%	2.59%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,373	+806	$702,494	+18.6%	2.59%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	851	-193	$619,408	+7.3%	2.29%
PANW	Palo Alto Networks Inc Technology	Added	3,763	+697	$603,284	+6.8%	2.23%
QBTS	D-Wave Quantum Inc. Technology	Held	40,621	0	$586,161	−44.8%	2.16%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,840	-506	$529,110	−27.9%	1.95%
ET	Energy Transfer LP Energy	Added	26,830	+6,000	$517,819	+50.8%	1.91%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,212	+550	$473,176	+52.5%	1.75%
NFLX	Netflix Inc Communication Services	Added	4,890	+680	$470,173	+19.1%	1.74%
AVGO	Broadcom Inc. Technology	Added	1,433	+15	$443,527	−9.6%	1.64%
EQT	EQT Corp Energy	Added	6,951	+467	$442,361	+27.3%	1.63%
OUNZ	VanEck Merk Gold ETF	NEW	9,047	NEW	$407,567	NEW	1.50%
CNP	Centerpoint Energy Inc Utilities	Added	9,255	+563	$399,445	+19.9%	1.47%
SLV	iShares Silver Trust	Reduced	5,800	-8,463	$395,212	−57.0%	1.46%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,110	+150	$326,517	+5.6%	1.21%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,914	-474	$316,460	−17.4%	1.17%
BNY	Bank of New York Mellon Corp Financial Services	NEW	2,458	NEW	$291,592	NEW	1.08%
QXO	QXO, Inc. Industrials	NEW	15,005	NEW	$291,397	NEW	1.08%
EMD	Western Asset Emerging Markets Debt Fund Inc. Financial Services	Reduced	29,600	-31,100	$290,672	−55.0%	1.07%
CAH	Cardinal Health Inc Healthcare	Reduced	1,342	-290	$283,578	−15.4%	1.05%
COIN	Coinbase Global, Inc. Financial Services	Added	1,623	+600	$283,392	+22.5%	1.05%
ETHA	iShares Ethereum Trust ETF	Reduced	16,210	-2,720	$256,604	−39.6%	0.95%
GLD	Spdr Gold Trust	NEW	594	NEW	$255,592	NEW	0.94%
SHOP	Shopify Inc. Technology	Reduced	2,107	-340	$249,932	−36.5%	0.92%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	1,645	-263	$229,263	−2.1%	0.85%
IAU	Ishares Gold Trust	NEW	2,410	NEW	$212,465	NEW	0.78%
JBL	Jabil Inc Technology	Reduced	794	-541	$210,910	−30.7%	0.78%
AFL	Aflac Inc Financial Services	Held	1,902	0	$208,668	−0.5%	0.77%
CTVA	Corteva, Inc. Basic Materials	NEW	2,448	NEW	$204,922	NEW	0.76%
USO	United States Oil Fund, LP	NEW	1,587	NEW	$201,945	NEW	0.75%
INFY	Infosys Ltd Technology	Added	14,650	+3,450	$197,921	−0.8%	0.73%
TE	T1 Energy Inc. Industrials	NEW	41,000	NEW	$179,990	NEW	0.66%
OBDC	Blue Owl Capital Corp Financial Services	Added	11,141	+500	$123,219	−6.8%	0.45%
VUZI	Vuzix Corp Technology	NEW	34,352	NEW	$79,353	NEW	0.29%
KEEL	Keel Infrastructure Corp. Technology	NEW	12,600	NEW	$24,570	NEW	0.09%