§ 13F · FUND PROFILE
LAUREL OAK WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 361Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$593.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 163K | $44.3T | 7.5% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 149K | $27.8T | 4.7% | NEW |
| 3 | VUG | VANGUARD INDEX FDS | 45K | $22.0T | 3.7% | NEW |
| 4 | AMZN | AMAZON COM INC | 77K | $17.8T | 3.0% | NEW |
| 5 | GOOGL | ALPHABET INC | 56K | $17.7T | 3.0% | NEW |
| 6 | MSFT | MICROSOFT CORP | 32K | $15.6T | 2.6% | NEW |
| 7 | SPYV | SPDR SERIES TRUST | 262K | $14.9T | 2.5% | NEW |
| 8 | IEF | ISHARES TR | 125K | $12.0T | 2.0% | NEW |
| 9 | JPM | JPMORGAN CHASE & CO. | 36K | $11.5T | 1.9% | NEW |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 76K | $10.7T | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAUREL SIGNAL
AC read
LAUREL OAK WEALTH MANAGEMENT, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed