LAUREL OAK WEALTH MANAGEMENT, LLC
CIK
2111403
City
MARLTON
State / Country
NJ
Top Portfolio Positions
176 positions ·
$273,411,113 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
167,591 | $42,532,919 | 15.56% |
| NVDA |
Nvidia Corp
Technology
|
144,401 | $25,183,534 | 9.21% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
79,779 | $16,615,572 | 6.08% |
| GOOGL |
Alphabet Inc.
Communication Services
|
57,138 | $16,430,603 | 6.01% |
| MSFT |
Microsoft Corp
Technology
|
33,676 | $12,465,844 | 4.56% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
39,172 | $11,522,835 | 4.21% |
| SPY |
Spdr S&P 500 ETF Trust
|
12,962 | $8,429,707 | 3.08% |
| META |
Meta Platforms, Inc.
Communication Services
|
14,666 | $8,390,858 | 3.07% |
| GLD |
Spdr Gold Trust
|
15,665 | $6,740,492 | 2.47% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
17,497 | $6,504,509 | 2.38% |
Portfolio Trend
Holdings in MUJ
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $349,066 | 30,170 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $359,023 | 30,170 | Shares | Sole | 2026-02-12 | |
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