§ 13F · FUND PROFILE
LAUREL OAK WEALTH MANAGEMENT, LLC.
AUM · $687M (13F)Positions · 383Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 168K | $49M | 7.1% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 141K | $28M | 4.1% | −2% |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | 179K | $28M | 4.1% | +24% |
| 4 | GOOGL | ALPHABET INC | 59K | $21M | 3.1% | +3% |
| 5 | AMZN | AMAZON COM INC | 80K | $19M | 2.8% | ±0% |
| 6 | VUG | VANGUARD INDEX FDS | 216K | $19M | 2.7% | +463% |
| 7 | HEGD | LISTED FDS TR | 631K | $17M | 2.4% | +29% |
| 8 | JPM | JPMORGAN CHASE & CO | 41K | $13M | 2.0% | +5% |
| 9 | DIVO | AMPLIFY ETF TR | 283K | $13M | 1.9% | +24% |
| 10 | MSFT | MICROSOFT CORP | 34K | $12M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAUREL SIGNAL
AC read
LAUREL OAK WEALTH MANAGEMENT, LLC is a Other fund managing $687 million in assets. The fund runs a broad portfolio of 383 positions.
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