§ 13F · FUND PROFILE
Lauer Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $121M (13F)Positions · 52Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 28K | $17M | 13.5% | −4% |
| 2 | DGRW | WISDOMTREE TR | 157K | $14M | 11.3% | ±0% |
| 3 | ILCV | ISHARES TR | 144K | $14M | 11.0% | +1% |
| 4 | USFR | WISDOMTREE TR | 245K | $12M | 9.8% | −12% |
| 5 | DFAU | DIMENSIONAL ETF TRUST | 239K | $11M | 8.9% | +2% |
| 6 | TSLA | TESLA INC | 20K | $7M | 5.4% | −12% |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | 113K | $7M | 5.2% | +4% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 106K | $6M | 5.0% | +5% |
| 9 | DFAS | DIMENSIONAL ETF TRUST | 42K | $3M | 2.5% | +3% |
| 10 | IBIT | ISHARES BITCOIN TRUST ETF | 67K | $3M | 2.2% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAUER SIGNAL
AC read
Lauer Wealth, LLC is a Other fund managing $121 million in assets. The fund runs a portfolio of 52 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed