Lauer Wealth, LLC Top Holdings and 13F Report (2025) About Lauer Wealth, LLCInvestment ActivityLauer Wealth, LLC has $139.94 million in total holdings as of September 30, 2025.Lauer Wealth, LLC owns shares of 60 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 6.64% of the portfolio was purchased this quarter.About 7.74% of the portfolio was sold this quarter.This quarter, Lauer Wealth, LLC has purchased 52 new stocks and bought additional shares in 25 stocks.Lauer Wealth, LLC sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings Invesco QQQ $17,686,599WisdomTree Floating Rate Treasury Fund $15,798,957WisdomTree U.S. Quality Dividend Growth Fund $14,244,497iShares Morningstar Value ETF $12,539,234Dimensional US Core Equity Market ETF $11,217,566 Largest New Holdings this Quarter 47100L301 - DEFI DEVELOPMENT CORP $903,904 Holding92864M830 - VOLATILITY SHS TR $722,085 Holding46438R105 - ISHARES ETHEREUM TR $453,366 Holding747525103 - QUALCOMM $359,349 Holding92892B103 - VOYAGER TECHNOLOGIES INC $338,560 Holding Largest Purchases this Quarter BITMINE IMMERSION TECNOLOGIE 39,525 shares (about $1.60M)DEFI DEVELOPMENT CORP 60,100 shares (about $903.90K)VOLATILITY SHS TR 37,472 shares (about $722.09K)ISHARES BITCOIN TRUST ETF 10,706 shares (about $676.30K)Strategy 1,865 shares (about $553.46K) Largest Sales this Quarter Cleanspark 119,500 shares (about $2.77M)Eos Energy Enterprises 145,242 shares (about $2.41M)TEMPUS AI INC 13,400 shares (about $1.23M)iShares 20+ Year Treasury Bond ETF 9,318 shares (about $844.77K)ARK Genomic Revolution ETF 25,600 shares (about $826.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLauer Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$17,686,599$45,769 ▼-0.3%29,36912.6%FinanceUSFRWisdomTree Floating Rate Treasury Fund$15,798,957$231,614 ▲1.5%313,84511.3%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$14,244,497$112,535 ▲0.8%160,75510.2%ManufacturingILCViShares Morningstar Value ETF$12,539,234$132,488 ▲1.1%139,3169.0%ETFDFAUDimensional US Core Equity Market ETF$11,217,566$171,864 ▲1.6%245,6768.0%ETFTSLATesla$10,290,427$415,133 ▼-3.9%23,6487.4%Auto/Tires/TrucksEOSEEos Energy Enterprises$7,725,194$2,409,635 ▼-23.8%465,6405.5%IndustrialsVGSHVanguard Short-Term Treasury ETF$6,482,142$40,143 ▼-0.6%110,1284.6%ETFVGITVanguard Intermediate-Term Treasury ETF$6,269,567$80,500 ▲1.3%103,9734.5%ETFDFASDimensional U.S. Small Cap ETF$2,723,199$32,907 ▲1.2%39,6391.9%ETFAMDAdvanced Micro Devices$2,481,308$236,804 ▼-8.7%12,5741.8%Computer and TechnologyEZMWisdomTree U.S. MidCap Fund$2,393,235$72,768 ▲3.1%36,6051.7%FinanceDFAEDimensional Emerging Core Equity Market ETF$2,193,931$1,466 ▲0.1%68,8401.6%ETFBITMINE IMMERSION TECNOLOGIE$2,036,837$1,603,066 ▲369.6%50,2201.5%COM NEWISHARES BITCOIN TRUST ETF$1,843,680$676,298 ▲57.9%29,1861.3%SHS BEN INTTLTiShares 20+ Year Treasury Bond ETF$1,511,302$844,770 ▼-35.9%16,6701.1%ETFAMZNAmazon.com$1,459,442$125,750 ▲9.4%11,7221.0%Retail/WholesalePALANTIR TECHNOLOGIES INC$1,102,8670.0%6,1400.8%CL AMSTRStrategy$1,060,917$553,457 ▲109.1%3,5750.8%Computer and TechnologyTEMPUS AI INC$1,029,392$1,231,594 ▼-54.5%11,2000.7%CL ADEFI DEVELOPMENT CORP$903,904$903,904 ▲New Holding60,1000.6%COMVTIVanguard Total Stock Market ETF$813,069$6,568 ▼-0.8%2,4760.6%ETFNVDANVIDIA$776,866$135,772 ▲21.2%4,3200.6%Computer and TechnologyGLOBAL X FDS$776,706$99,072 ▲14.6%11,6500.6%DEFENSE TECH ETFARKGARK Genomic Revolution ETF$729,883$826,112 ▼-53.1%22,6180.5%ETFVOLATILITY SHS TR$722,085$722,085 ▲New Holding37,4720.5%2X SOLANA ETFMSFTMicrosoft$721,410$51,346 ▼-6.6%1,4050.5%Computer and TechnologyTQQQProShares UltraPro QQQ$694,846$98,659 ▼-12.4%6,7330.5%ETFPATHUiPath$655,267$260,114 ▼-28.4%65,7500.5%Computer and TechnologyUNHUnitedHealth Group$639,597$205,494 ▲47.3%1,7710.5%MedicalSPYSPDR S&P 500 ETF Trust$616,613$69,178 ▼-10.1%9270.4%FinanceCLSKCleanspark$603,200$2,772,400 ▼-82.1%26,0000.4%FinanceFTRIFirst Trust Indxx Global Natural Resources Income ETF$557,925$64,782 ▲13.1%36,4300.4%ETFBITX2x Bitcoin Strategy ETF$536,357$299,347 ▲126.3%10,4370.4%ETFAAPLApple$505,662$6,234 ▼-1.2%2,0280.4%Computer and TechnologySMRNuScale Power$484,183$51,026 ▲11.8%9,0620.3%Computer and TechnologyQBTSD-Wave Quantum$470,190$6,717 ▼-1.4%10,5000.3%Computer and TechnologyISHARES ETHEREUM TR$453,366$453,366 ▲New Holding15,0370.3%SHSTIDAL TRUST II$424,937$45,309 ▲11.9%33,4070.3%YIELDMAX MSTR OPNTNXNutanix$373,450$305,550 ▼-45.0%5,5000.3%Computer and TechnologyQCOMQUALCOMM$359,349$359,349 ▲New Holding2,2050.3%Computer and TechnologyARK 21SHARES BITCOIN ETF$358,706$3,698 ▲1.0%9,7000.3%SHS BEN INTIONQIonQ$351,333$18,465 ▲5.5%4,8520.3%Computer and TechnologyVGTVanguard Information Technology ETF$347,780$11,292 ▲3.4%4620.2%ETFNVDLGraniteShares 2x Long NVDA Daily ETF$345,852$104,229 ▲43.1%4,0150.2%ETFVOYAGER TECHNOLOGIES INC$338,560$338,560 ▲New Holding9,2000.2%COM CL AXLKTechnology Select Sector SPDR Fund$336,896$14,215 ▼-4.0%1,1850.2%ETFVOLATILITY SHS TR$313,997$313,997 ▲New Holding2,7200.2%2X ETHER ETF NEWSTRATEGY INC$294,005$294,005 ▲New Holding21,4000.2%NOTE 0.625% 3/1PANWPalo Alto Networks$293,101$293,101 ▲New Holding1,4180.2%Computer and TechnologyURAGlobal X Uranium ETF$281,659$281,659 ▲New Holding4,8470.2%ETFUPSUnited Parcel Service$277,749$9,166 ▲3.4%3,3030.2%TransportationARKQARK Autonomous Technology & Robotics ETF$243,775$243,775 ▲New Holding2,0160.2%ETFHBNCHorizon Bancorp (IN)$239,9640.0%15,2650.2%FinanceIIMInvvlu Mu Incm$208,725$3,795 ▼-1.8%16,5000.1%FinanceNFLXNetflix$204,5590.0%1700.1%Consumer DiscretionaryDFUVDimensional US Marketwide Value ETF$200,610$73,557 ▼-26.8%4,5000.1%ETFCANOPY GROWTH CORP$149,579$11,829 ▲8.6%192,2000.1%COM NEWCLEANSPARK INC$148,231$148,231 ▲New Holding10,2000.1%*W EXP 12/29/202NUTANIX INC$91,017$91,017 ▲New Holding10,0000.1%NOTE 0.250%10/0GRANITESHARES ETF TR$0$372,932 ▼-100.0%00.0%GRANITE 2X LONGELEstee Lauder Companies$0$275,086 ▼-100.0%00.0%Consumer StaplesGOOGAlphabet$0$242,158 ▼-100.0%00.0%Computer and TechnologyUGIUGI$0$222,542 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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