Laidlaw Wealth Management LLC
CIK
1800608
Location
NEW YORK CITY, NY
Portfolio Value
Micro
$27,089,543
Diversification
Diversified
Filing Date
Global Rank
#7,520
/ 8,622
▼ 5
· as of Mar 2026
Top Industry
Software - Infrastructure
14.8%
3Y Alpha vs SPY
+6.3%
Period ended 4 months ago
Filed May 6, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+96.4%
SPY
+67.9%
Annualised alpha
+6.4%
Max drawdown
−16.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
44 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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 |
|---|---|---|
| Technology | 42.9% | $11,628,040 |
| Consumer Cyclical | 14.4% | $3,913,140 |
| Unclassified | 11.7% | $3,168,294 |
| Communication Services | 8.9% | $2,418,165 |
| Financial Services | 8.2% | $2,226,567 |
| Healthcare | 5.1% | $1,382,943 |
| Energy | 3.5% | $960,180 |
| Industrials | 1.7% | $471,387 |
| Utilities | 1.5% | $399,445 |
| Consumer Defensive | 1.2% | $316,460 |
| Basic Materials | 0.8% | $204,922 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
44 tracked positions ·
$27,089,543 total
· filing declares
49 positions · $28,810,373
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
PUT
+ SHARES
Technology
|
Added | 13,282 | $3,370,838 | 12.44% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 16,794 | $2,928,873 | 10.81% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,438 | $1,642,814 | 6.06% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,493 | $1,438,909 | 5.31% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 2,480 | $1,418,882 | 5.24% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 3,715 | $1,381,051 | 5.10% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Reduced | 9,646 | $1,210,187 | 4.47% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 946 | $870,102 | 3.21% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 5,583 | $816,681 | 3.01% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,466 | $702,507 | 2.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,373 | $702,494 | 2.59% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
Reduced | 851 | $619,408 | 2.29% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 3,763 | $603,284 | 2.23% | |
| QBTS |
D-Wave Quantum Inc.
Technology
|
Held | 40,621 | $586,161 | 2.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,840 | $529,110 | 1.95% | |
| ET |
Energy Transfer LP
Energy
|
Added | 26,830 | $517,819 | 1.91% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,212 | $473,176 | 1.75% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 4,890 | $470,173 | 1.74% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,433 | $443,527 | 1.64% | |
| EQT |
EQT Corp
Energy
|
Added | 6,951 | $442,361 | 1.63% | |
| OUNZ |
VanEck Merk Gold ETF
|
NEW | 9,047 | $407,567 | 1.50% | |
| CNP |
Centerpoint Energy Inc
Utilities
|
Added | 9,255 | $399,445 | 1.47% | |
| SLV |
iShares Silver Trust
|
Reduced | 5,800 | $395,212 | 1.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,110 | $326,517 | 1.21% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 1,914 | $316,460 | 1.17% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
NEW | 2,458 | $291,592 | 1.08% | |
| QXO |
QXO, Inc.
Industrials
|
NEW | 15,005 | $291,397 | 1.08% | |
| EMD |
Western Asset Emerging Markets Debt Fund Inc.
Financial Services
|
Reduced | 29,600 | $290,672 | 1.07% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Reduced | 1,342 | $283,578 | 1.05% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Added | 1,623 | $283,392 | 1.05% | |
| ETHA |
iShares Ethereum Trust ETF
|
Reduced | 16,210 | $256,604 | 0.95% | |
| GLD |
Spdr Gold Trust
|
NEW | 594 | $255,592 | 0.94% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 2,107 | $249,932 | 0.92% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 1,645 | $229,263 | 0.85% | |
| IAU |
Ishares Gold Trust
|
NEW | 2,410 | $212,465 | 0.78% | |
| JBL |
Jabil Inc
Technology
|
Reduced | 794 | $210,910 | 0.78% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 1,902 | $208,668 | 0.77% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
NEW | 2,448 | $204,922 | 0.76% | |
| USO |
United States Oil Fund, LP
PUT
+ SHARES
|
NEW | 1,587 | $201,945 | 0.75% | |
| INFY |
Infosys Ltd
Technology
|
Added | 14,650 | $197,921 | 0.73% | |
| TE |
T1 Energy Inc.
Industrials
|
NEW | 41,000 | $179,990 | 0.66% | |
| OBDC |
Blue Owl Capital Corp
Financial Services
|
Added | 11,141 | $123,219 | 0.45% | |
| VUZI |
Vuzix Corp
Technology
|
NEW | 34,352 | $79,353 | 0.29% | |
| KEEL |
Keel Infrastructure Corp.
Technology
|
NEW | 12,600 | $24,570 | 0.09% |
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.