Lauer Wealth, LLC
CIK
1860063
Location
VALPARAISO, IN
Portfolio Value
Micro
$57,652,230
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,663
/ 8,605
▲ 10
· as of Mar 2026
Top Industry
Auto Manufacturers
32.8%
3Y Alpha vs SPY
+0.7%
Period ended 3 months ago
Filed Apr 13, 2026 · 3mo
13 quarters · since Mar 2023
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+79.8%
SPY
+76.5%
Annualised alpha
+0.7%
Max drawdown
−39.0%
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
33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.8%
+0.1 pts
Top 5
78.6%
+2.4 pts
Top 10
88.0%
−0.7 pts
HHI
1,846
Moderately concentrated+287
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 61.0% | $35,159,618 |
| Consumer Cyclical | 14.1% | $8,129,721 |
| Technology | 10.8% | $6,206,770 |
| Financial Services | 7.3% | $4,194,473 |
| Industrials | 3.2% | $1,858,469 |
| Healthcare | 2.0% | $1,126,813 |
| Communication Services | 0.9% | $495,684 |
| Basic Materials | 0.5% | $288,145 |
| Energy | 0.3% | $192,537 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +201,528 | 432,424 | $16,613,730 | |
| BMNR | Bitmine Immersion Technologies, Inc. | +72,990 | 177,570 | $3,512,334 | |
| ETHA | iShares Ethereum Trust ETF | +57,758 | 88,040 | $1,393,673 | |
| CIFR | Cipher Digital Inc. | +19,250 | 33,250 | $427,927 | |
| DFDV | DeFi Development Corp. | +18,500 | 79,100 | $260,239 | |
| NVDA | Nvidia Corp | +2,672 | 9,645 | $1,682,088 | |
| MSTR | Strategy Inc | +1,145 | 4,046 | $504,940 | |
| PLTR | Palantir Technologies Inc. | +500 | 6,725 | $983,733 | |
| TEM | Tempus AI, Inc. | +300 | 10,200 | $461,244 | |
| MSFT | Microsoft Corp | +212 | 1,002 | $370,910 | |
| SLV | iShares Silver Trust | +201 | 3,600 | $245,304 | |
| UNH | Unitedhealth Group Inc | +177 | 1,995 | $539,827 | |
| AAPL | Apple Inc. | +170 | 2,198 | $557,830 | |
| SMR | NUSCALE POWER Corp | +32 | 11,420 | $123,792 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EOSE | Eos Energy Enterprises, Inc. | −187,090 | 261,420 | $1,296,643 | |
| CGC | Canopy Growth Corp | −59,500 | 132,500 | $125,742 | |
| PATH | UiPath, Inc. | −41,100 | 23,650 | $262,515 | |
| AMZN | Amazon Com Inc | −8,710 | 3,582 | $746,023 | |
| TSLA | Tesla, Inc. | −2,746 | 19,862 | $7,383,698 | |
| AMD | Advanced Micro Devices Inc | −2,100 | 5,074 | $1,032,203 | |
| QQQ | Invesco Qqq Trust, Series 1 | −1,223 | 27,888 | $16,096,395 | |
| UPS | United Parcel Service Inc | −912 | 2,016 | $198,334 | |
| VZ | Verizon Communications Inc | −381 | 5,354 | $268,770 | |
| ALB | Albemarle Corp | −234 | 1,605 | $288,145 | |
| SPY | Spdr S&P 500 ETF Trust | −32 | 878 | $570,998 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IONQ | IonQ, Inc. | 5,107 | $229,151 | |
| No positions match the current search. | ||||
33 positions ·
$57,652,230 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 432,424 | $16,613,730 | 28.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 27,888 | $16,096,395 | 27.92% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 19,862 | $7,383,698 | 12.81% | |
| BMNR |
Bitmine Immersion Technologies, Inc.
Financial Services
|
Added | 177,570 | $3,512,334 | 6.09% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 9,645 | $1,682,088 | 2.92% | |
| ETHA |
iShares Ethereum Trust ETF
|
Added | 88,040 | $1,393,673 | 2.42% | |
| EOSE |
Eos Energy Enterprises, Inc.
Industrials
|
Reduced | 261,420 | $1,296,643 | 2.25% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 5,074 | $1,032,203 | 1.79% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 6,725 | $983,733 | 1.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,582 | $746,023 | 1.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 878 | $570,998 | 0.99% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,198 | $557,830 | 0.97% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,995 | $539,827 | 0.94% | |
| MSTR |
Strategy Inc
Technology
|
Added | 4,046 | $504,940 | 0.88% | |
| TEM |
Tempus AI, Inc.
Healthcare
|
Added | 10,200 | $461,244 | 0.80% | |
| CIFR |
Cipher Digital Inc.
Technology
|
Added | 33,250 | $427,927 | 0.74% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,002 | $370,910 | 0.64% | |
| ALB |
Albemarle Corp
Basic Materials
|
Reduced | 1,605 | $288,145 | 0.50% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 5,354 | $268,770 | 0.47% | |
| PATH |
UiPath, Inc.
Technology
|
Reduced | 23,650 | $262,515 | 0.46% | |
| DFDV |
DeFi Development Corp.
Financial Services
|
Added | 79,100 | $260,239 | 0.45% | |
| SLV |
iShares Silver Trust
|
Added | 3,600 | $245,304 | 0.43% | |
| RDW |
Redwire Corp
Industrials
|
NEW | 28,200 | $239,700 | 0.42% | |
| ARKB |
Ark 21Shares Bitcoin ETF
|
Held | 10,650 | $239,518 | 0.42% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 690 | $233,109 | 0.40% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 2,360 | $226,914 | 0.39% | |
| CLSK |
Cleanspark, Inc.
Financial Services
|
Held | 26,000 | $221,260 | 0.38% | |
| IIM |
Invesco Value Municipal Income Trust
Financial Services
|
Held | 16,500 | $200,640 | 0.35% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 2,016 | $198,334 | 0.34% | |
| UUUU |
Energy Fuels Inc
Energy
|
NEW | 10,550 | $192,537 | 0.33% | |
| QBTS |
D-Wave Quantum Inc.
Technology
|
Held | 10,500 | $151,515 | 0.26% | |
| CGC |
Canopy Growth Corp
Healthcare
|
Reduced | 132,500 | $125,742 | 0.22% | |
| SMR |
NUSCALE POWER Corp
Industrials
|
Added | 11,420 | $123,792 | 0.21% |