Lauer Wealth, LLC Top Holdings and 13F Report (2026) About Lauer Wealth, LLCInvestment ActivityLauer Wealth, LLC has $125.54 million in total holdings as of March 31, 2026.Lauer Wealth, LLC owns shares of 61 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 7.84% of the portfolio was purchased this quarter.About 7.14% of the portfolio was sold this quarter.This quarter, Lauer Wealth, LLC has purchased 57 new stocks and bought additional shares in 25 stocks.Lauer Wealth, LLC sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings Invesco QQQ $16,902,638WisdomTree U.S. Quality Dividend Growth Fund $14,202,082iShares Morningstar Value ETF $13,753,096WisdomTree Floating Rate Treasury Fund $12,336,987Dimensional US Core Equity Market ETF $11,192,417 Largest New Holdings this Quarter 92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $1,493,364 Holding92206C409 - Vanguard Short-Term Corporate Bond ETF $696,797 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $287,850 Holding595112103 - Micron Technology $280,644 Holding75776W103 - Redwire $271,002 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Corporate Bond ETF 17,986 shares (about $1.49M)ISHARES BITCOIN TRUST ETF 201,528 shares (about $1.38M)Vanguard Short-Term Corporate Bond ETF 8,793 shares (about $696.80K)Vanguard Information Technology ETF 852 shares (about $629.72K)ISHARES ETHEREUM TR 57,758 shares (about $618.15K) Largest Sales this Quarter Amazon.com 8,710 shares (about $1.93M)WisdomTree Floating Rate Treasury Fund 34,668 shares (about $1.75M)Tesla 2,746 shares (about $942.56K)Invesco QQQ 1,223 shares (about $741.25K)Eos Energy Enterprises 187,090 shares (about $724.23K) 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$16,902,638$741,248 ▼-4.2%27,88813.5%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$14,202,082$36,007 ▼-0.3%156,98111.3%ManufacturingILCViShares Morningstar Value ETF$13,753,096$191,618 ▲1.4%143,90611.0%ETFUSFRWisdomTree Floating Rate Treasury Fund$12,336,987$1,746,571 ▼-12.4%244,8799.8%FinanceDFAUDimensional US Core Equity Market ETF$11,192,417$170,477 ▲1.5%238,8488.9%ETFTSLATesla$6,817,632$942,565 ▼-12.1%19,8625.4%Auto/Tires/TrucksVGSHVanguard Short-Term Treasury ETF$6,575,402$267,258 ▲4.2%112,5355.2%ETFVGITVanguard Intermediate-Term Treasury ETF$6,306,247$275,677 ▲4.6%106,0055.0%ETFDFASDimensional U.S. Small Cap ETF$3,097,766$97,909 ▲3.3%41,7322.5%ETFISHARES BITCOIN TRUST ETF$2,969,864$1,384,083 ▲87.3%432,4242.4%SHS BEN INTEZMWisdomTree U.S. MidCap Fund$2,568,921$32,322 ▲1.3%36,8782.0%FinanceDFAEDimensional Emerging Core Equity Market ETF$2,268,840$126,292 ▼-5.3%63,1111.8%ETFTLTiShares 20+ Year Treasury Bond ETF$2,078,431$294,137 ▲16.5%23,9121.7%ETFNVDANVIDIA$1,756,162$486,518 ▲38.3%9,6451.4%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$1,493,364$1,493,364 ▲New Holding17,9861.2%ETFGLOBAL X FDS$1,432,561$251,941 ▲21.3%19,1111.1%DEFENSE TECH ETFBITMINE IMMERSION TECNOLOGIE$1,229,408$505,347 ▲69.8%177,5701.0%COM NEWAMDAdvanced Micro Devices$1,176,255$486,822 ▼-29.3%5,0740.9%Computer and TechnologyEOSEEos Energy Enterprises$1,011,960$724,228 ▼-41.7%261,4200.8%IndustrialsFTRIFirst Trust Indxx Global Natural Resources Income ETF$977,819$177,935 ▲22.2%53,5800.8%ETFVGTVanguard Information Technology ETF$975,617$629,716 ▲182.1%1,3200.8%ETFPALANTIR TECHNOLOGIES INC$946,611$70,380 ▲8.0%6,7250.8%CL AISHARES ETHEREUM TR$942,244$618,152 ▲190.7%88,0400.8%SHSVTIVanguard Total Stock Market ETF$805,218$21,023 ▼-2.5%2,4130.6%ETFAMZNAmazon.com$792,518$1,927,089 ▼-70.9%3,5820.6%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$696,797$696,797 ▲New Holding8,7930.6%ETFARKGARK Genomic Revolution ETF$629,7020.0%22,6430.5%ETFUNHUnitedHealth Group$610,430$54,158 ▲9.7%1,9950.5%MedicalSPYSPDR S&P 500 ETF Trust$593,537$21,632 ▼-3.5%8780.5%FinanceAAPLApple$569,062$44,013 ▲8.4%2,1980.5%Computer and TechnologyMSTRStrategy$519,102$146,904 ▲39.5%4,0460.4%Computer and TechnologyCIFRCipher Mining$512,715$296,835 ▲137.5%33,2500.4%Business ServicesTEMPUS AI INC$484,500$14,250 ▲3.0%10,2000.4%CL ATQQQProShares UltraPro QQQ$411,312$363,408 ▼-46.9%8,5690.3%ETFXLKTechnology Select Sector SPDR Fund$379,304$15,586 ▼-3.9%2,6770.3%ETFMSFTMicrosoft$375,079$79,358 ▲26.8%1,0020.3%Computer and TechnologyURAGlobal X Uranium ETF$323,923$12,593 ▼-3.7%6,3020.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$287,850$287,850 ▲New Holding2,8950.2%FinanceALBAlbemarle$284,791$41,521 ▼-12.7%1,6050.2%Basic MaterialsDEFI DEVELOPMENT CORP$281,596$65,860 ▲30.5%79,1000.2%COMMUMicron Technology$280,644$280,644 ▲New Holding6900.2%Computer and TechnologyRDWRedwire$271,002$271,002 ▲New Holding28,2000.2%AerospaceVZVerizon Communications$257,206$18,303 ▼-6.6%5,3540.2%Computer and TechnologyCLSKCleanspark$256,8800.0%26,0000.2%FinanceARK 21SHARES BITCOIN ETF$252,2990.0%10,6500.2%SHS BEN INTPATHUiPath$245,724$427,030 ▼-63.5%23,6500.2%Computer and TechnologySLViShares Silver Trust$242,892$13,561 ▲5.9%3,6000.2%ETFARKQARK Autonomous Technology & Robotics ETF$242,1750.0%2,0220.2%ETFNFLXNetflix$234,560$234,560 ▲New Holding2,3600.2%Consumer DiscretionaryDFUVDimensional US Marketwide Value ETF$225,0000.0%4,5000.2%ETFARK ETF TR$215,091$2,111 ▼-1.0%3,0570.2%INNOVATION ETFDFLVDimensional US Large Cap Value ETF$211,543$211,543 ▲New Holding5,7500.2%ETFIIMInvvlu Mu Incm$203,1150.0%16,5000.2%FinanceUPSUnited Parcel Service$202,507$91,610 ▼-31.1%2,0160.2%TransportationUUUUEnergy Fuels$193,909$193,909 ▲New Holding10,5500.2%Basic MaterialsQBTSD-Wave Quantum$152,9850.0%10,5000.1%Computer and TechnologySMRNuScale Power$112,601$316 ▲0.3%11,4200.1%Computer and TechnologySTRATEGY INC$100,852$1,253 ▼-1.2%16,1000.1%NOTE 0.625% 3/1ZIVBVolatility Shares Trust - -1x Short VIX Mid-Term Futures Strategy ETF$26,090$6,250 ▲31.5%105,2000.0%ETFCLEANSPARK INC$22,225$445 ▼-2.0%15,0000.0%NOTE 6/1CANOPY GROWTH CORPORATION$18,550$8,330 ▼-31.0%132,5000.0%COM NEWNVDLGraniteShares 2x Long NVDA Daily ETF$0$432,582 ▼-100.0%00.0%ETFVOLATILITY SHS TR$0$413,112 ▼-100.0%00.0%2X ETHER ETF NEWIONQIonQ$0$257,648 ▼-100.0%00.0%Computer and TechnologySTRIVE INC$0$101,000 ▼-100.0%00.0%CL A COMShowing 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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