Lauer Wealth, LLC

CIK

1860063

Location

VALPARAISO, IN

Portfolio Value

Small $165,271,392

Diversification

Diversified

Filing Date

Global Rank

#7,079 / 8,795 ▲ 505 · as of Jun 2026

Top Industry

Auto Manufacturers 20.9%

Period ended 3 months ago

Filed Jul 15, 2026 · 3mo

14 quarters · since Mar 2023

Clone Performance

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

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Portfolio Concentration

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

Top Position

18.4%

−8.7 pts

Top 5

67.6%

−11.3 pts

Top 10

81.7%

−5.3 pts

HHI

1,012

Diversified−462

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.0%	$125,637,327	15
Technology	9.6%	$15,884,229	14
Consumer Cyclical	5.4%	$8,980,594	2
Financial Services	4.5%	$7,387,714	7
Industrials	1.5%	$2,416,201	7
Healthcare	1.4%	$2,325,699	3
Communication Services	1.0%	$1,576,000	3
Utilities	0.3%	$496,740	1
Basic Materials	0.2%	$295,738	1
Energy	0.2%	$271,150	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
BMNR	Bitmine Immersion Technologies, Inc.	+236,600	414,170	$5,512,602
DCOR	Dimensional US Core Equity 1 ETF	+53,288	407,229	$21,101,595
MSTR	Strategy Inc	+34,850	38,896	$3,381,229
SMR	NUSCALE POWER Corp	+32,250	43,670	$438,010
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+19,950	190,663	$18,605,558
—		+19,320	72,900	$1,156,923
PLTR	Palantir Technologies Inc.	+15,210	21,935	$2,559,156
TEM	Tempus AI, Inc.	+13,940	24,140	$1,398,430
EDV	Vanguard World Funds Extended Duration ETF	+12,523	13,843	$2,181,516
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+9,574	448,312	$30,346,372
UUUU	Energy Fuels Inc	+8,150	18,700	$271,150
AGNG	Global X Funds Global X Aging Population ETF	+7,270	32,683	$1,963,932
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+7,111	9,788	$952,208
NVDA	Nvidia Corp	+5,104	14,749	$2,951,127
QQQ	Invesco Qqq Trust, Series 1	+4,745	32,633	$24,030,941
NFLX	Netflix Inc	+4,641	7,001	$499,871
MSFT	Microsoft Corp	+3,162	4,164	$1,553,255
CGC	Canopy Growth Corp	+500	133,000	$126,350
MU	Micron Technology Inc	+485	1,175	$1,356,290
QBTS	D-Wave Quantum Inc.	+280	10,780	$258,612
AAPL	Apple Inc.	+188	2,386	$690,412
VB	Vanguard Morningstar Small-Cap ETF	+4	2,417	$894,386
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−336,705	95,719	$3,186,485
EOSE	Eos Energy Enterprises, Inc.	−131,500	129,920	$763,929
DFDV	DeFi Development Corp.	−29,800	49,300	$144,942
RDW	Redwire Corp	−13,200	15,000	$183,450
ETHA	iShares Ethereum Trust ETF	−6,588	81,452	$968,464
CIFR	Cipher Digital Inc.	−5,500	27,750	$679,875
BNDW	Vanguard Total World Bond ETF	−5,092	240,227	$17,620,184
—		−4,560	23,162	$1,324,935
AMD	Advanced Micro Devices Inc	−3,920	1,154	$670,370
AMZN	Amazon Com Inc	−704	2,878	$685,942
TSLA	Tesla, Inc.	−141	19,721	$8,294,652
ANEW	ProShares MSCI Transformational Changes ETF	−106	8,463	$685,503
UNH	Unitedhealth Group Inc	−68	1,927	$800,919
SPY	Spdr S&P 500 ETF Trust	−50	828	$618,325
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
IREN	IREN Ltd	23,705	$1,084,029
META	Meta Platforms, Inc.	1,508	$849,441
CEG	Constellation Energy Corp	2,000	$496,740
ORCL	Oracle Corp	3,220	$471,891
PANW	Palo Alto Networks Inc	1,190	$405,813
GE	General Electric Co	1,070	$399,891
SPCX	Space Exploration Technologies Corp	2,060	$351,971
CRM	Salesforce, Inc.	2,065	$323,502
QCOM	Qualcomm Inc/De	1,656	$306,012
WPM	Wheaton Precious Metals Corp.	2,633	$295,738
IONQ	IonQ, Inc.	5,195	$276,685
SYM	Symbotic Inc.	5,000	$224,750
IVZ	Invesco Ltd.	6,200	$202,492
ASST	Strive, Inc.	15,225	$166,104
SLNH	Soluna Holdings, Inc	50,000	$67,500
DPRO	Draganfly Inc.	10,000	$54,200
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
ALB	Albemarle Corp	1,605	$288,145
PATH	UiPath, Inc.	23,650	$262,515
SLV	iShares Silver Trust	3,600	$245,304
ARKB	Ark 21Shares Bitcoin ETF	10,650	$239,518
CLSK	Cleanspark, Inc.	26,000	$221,260
UPS	United Parcel Service Inc	2,016	$198,334
BITX	2x Bitcoin ETF	105,200	$26,090
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $165,271,392 total · filing declares 75 positions · $166,580,624 · as of Jun 30, 2026

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

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	448,312	+9,574	$30,346,372	+6.1%	18.36%
QQQ	Invesco Qqq Trust, Series 1	Added	32,633	+4,745	$24,030,941	+49.3%	14.54%
DCOR	Dimensional US Core Equity 1 ETF	Added	407,229	+53,288	$21,101,595	+29.4%	12.77%
AAXJ	iShares MSCI All Country Asia ex Japan ETF CALL + SHARES	Added	190,663	+19,950	$18,605,558	—	11.26%
BNDW	Vanguard Total World Bond ETF	Reduced	240,227	-5,092	$17,620,184	+16.8%	10.66%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	19,721	-141	$8,294,652	+12.3%	5.02%
BMNR	Bitmine Immersion Technologies, Inc. Financial Services	Added	414,170	+236,600	$5,512,602	+384.3%	3.34%
MSTR	Strategy Inc Technology	Added	38,896	+34,850	$3,381,229	+569.6%	2.05%
IBIT	iShares Bitcoin Trust ETF CALL	Reduced	95,719	-336,705	$3,186,485	+12.3%	1.93%
NVDA	Nvidia Corp CALL Technology	Added	14,749	+5,104	$2,951,127	+75.4%	1.79%
PLTR	Palantir Technologies Inc. CALL Technology	Added	21,935	+15,210	$2,559,156	+160.1%	1.55%
EDV	Vanguard World Funds Extended Duration ETF	Added	13,843	+12,523	$2,181,516	+1794.9%	1.32%
AGNG	Global X Funds Global X Aging Population ETF CALL	Added	32,683	+7,270	$1,963,932	+18.4%	1.19%
MSFT	Microsoft Corp CALL Technology	Added	4,164	+3,162	$1,553,255	+318.8%	0.94%
TEM	Tempus AI, Inc. CALL Healthcare	Added	24,140	+13,940	$1,398,430	+203.2%	0.85%
MU	Micron Technology Inc Technology	Added	1,175	+485	$1,356,290	+481.8%	0.82%
		Reduced	23,162	-4,560	$1,324,935	+28.4%	0.80%
		Added	72,900	+19,320	$1,156,923	+21.0%	0.70%
IREN	IREN Ltd Financial Services	NEW	23,705	NEW	$1,084,029	NEW	0.66%
ETHA	iShares Ethereum Trust ETF CALL	Reduced	81,452	-6,588	$968,464	+8.1%	0.59%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF CALL + SHARES	Added	9,788	+7,111	$952,208	+167.6%	0.58%
VB	Vanguard Morningstar Small-Cap ETF	Added	2,417	+4	$894,386	+15.5%	0.54%
META	Meta Platforms, Inc. Communication Services	NEW	1,508	NEW	$849,441	NEW	0.51%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,927	-68	$800,919	+48.4%	0.48%
EOSE	Eos Energy Enterprises, Inc. Industrials	Reduced	129,920	-131,500	$763,929	−41.1%	0.46%
AAPL	Apple Inc. Technology	Added	2,386	+188	$690,412	+23.8%	0.42%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,878	-704	$685,942	−8.1%	0.42%
ANEW	ProShares MSCI Transformational Changes ETF	Reduced	8,463	-106	$685,503	—	0.41%
CIFR	Cipher Digital Inc. Technology	Reduced	27,750	-5,500	$679,875	+58.9%	0.41%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,154	-3,920	$670,370	−35.1%	0.41%
SPY	Spdr S&P 500 ETF Trust	Reduced	828	-50	$618,325	+8.3%	0.37%
NFLX	Netflix Inc CALL Communication Services	Added	7,001	+4,641	$499,871	+120.3%	0.30%
CEG	Constellation Energy Corp Utilities	NEW	2,000	NEW	$496,740	NEW	0.30%
ORCL	Oracle Corp Technology	NEW	3,220	NEW	$471,891	NEW	0.29%
SMR	NUSCALE POWER Corp CALL Industrials	Added	43,670	+32,250	$438,010	+253.8%	0.27%
PANW	Palo Alto Networks Inc Technology	NEW	1,190	NEW	$405,813	NEW	0.25%
GE	General Electric Co Industrials	NEW	1,070	NEW	$399,891	NEW	0.24%
SPCX	Space Exploration Technologies Corp Industrials	NEW	2,060	NEW	$351,971	NEW	0.21%
CRM	Salesforce, Inc. Technology	NEW	2,065	NEW	$323,502	NEW	0.20%
QCOM	Qualcomm Inc/De Technology	NEW	1,656	NEW	$306,012	NEW	0.19%
WPM	Wheaton Precious Metals Corp. Basic Materials	NEW	2,633	NEW	$295,738	NEW	0.18%
IONQ	IonQ, Inc. Technology	NEW	5,195	NEW	$276,685	NEW	0.17%
UUUU	Energy Fuels Inc Energy	Added	18,700	+8,150	$271,150	+40.8%	0.16%
QBTS	D-Wave Quantum Inc. Technology	Added	10,780	+280	$258,612	+70.7%	0.16%
VZ	Verizon Communications Inc Communication Services	Held	5,354	0	$226,688	−15.7%	0.14%
SYM	Symbotic Inc. CALL Industrials	NEW	5,000	NEW	$224,750	NEW	0.14%
IIM	Invesco Value Municipal Income Trust Financial Services	Held	16,500	0	$210,045	+4.7%	0.13%
IVZ	Invesco Ltd. Financial Services	NEW	6,200	NEW	$202,492	NEW	0.12%
RDW	Redwire Corp Industrials	Reduced	15,000	-13,200	$183,450	−23.5%	0.11%
ASST	Strive, Inc. Financial Services	NEW	15,225	NEW	$166,104	NEW	0.10%

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.