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Laidlaw Wealth Management LLC
Period ended Jun 30, 2026 · Latest filing Aug 11, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $35,061,102
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- NVIDIA CORPORATION · COM · 67066G104 · shares: $3,173,328
- APPLE INC · COM · 037833100 · shares: $2,198,342
- INVESCO QQQ TR · UIE · 46090E103 · shares: $1,891,075
- MICROSOFT CORP · COM · 594918104 · shares: $1,688,289
- TESLA INC · COM · 88160R101 · shares: $1,518,787
- META PLATFORMS INC · CL A · 30303M102 · shares: $1,351,355
- PALO ALTO NETWORKS INC · COM · 697435105 · shares: $1,292,466
- ELI LILLY & CO · COM · 532457108 · shares: $1,261,800
- D-WAVE QUANTUM INC · COM · 26740W109 · shares: $976,417
- ALIBABA GROUP HLDG LTD · SPONSORED ADS · 01609W102 · shares: $875,530
Reported holdings
59 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 67066G104 | — | 15,860 shares | $3,173,328 |
| APPLE INC | COM | 037833100 | — | 7,597 shares | $2,198,342 |
| INVESCO QQQ TR | UIE | 46090E103 | — | 2,568 shares | $1,891,075 |
| MICROSOFT CORP | COM | 594918104 | — | 4,526 shares | $1,688,289 |
| TESLA INC | COM | 88160R101 | — | 3,611 shares | $1,518,787 |
| META PLATFORMS INC | CL A | 30303M102 | — | 2,399 shares | $1,351,355 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 3,790 shares | $1,292,466 |
| ELI LILLY & CO | COM | 532457108 | — | 1,052 shares | $1,261,800 |
| D-WAVE QUANTUM INC | COM | 26740W109 | — | 40,701 shares | $976,417 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 9,122 shares | $875,530 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 2,217 shares | $792,289 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 1,578 shares | $789,615 |
| AMAZON COM INC | COM | 023135106 | — | 3,198 shares | $762,211 |
| APPLIED MATLS INC | COM | 038222105 | — | 956 shares | $690,891 |
| COCA COLA CO | COM | 191216100 | — | 7,867 shares | $639,351 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 2,565 shares | $609,341 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 5,057 shares | $590,000 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 3,885 shares | $561,810 |
| BROADCOM INC | COM | 11135F101 | — | 1,407 shares | $531,603 |
| STATE STR CORP | COM | 857477103 | — | 3,126 shares | $530,170 |
| CENTERPOINT ENERGY INC | COM | 15189T107 | — | 11,602 shares | $510,952 |
| AMPHENOL CORP | CL A | 032095101 | — | 2,726 shares | $480,648 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 | — | 7,795 shares | $465,439 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 2,523 shares | $456,436 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 22,580 shares | $431,730 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 548 shares | $418,201 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 1,997 shares | $417,453 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 1,300 shares | $393,510 |
| JABIL INC | COM | 466313103 | — | 1,017 shares | $392,033 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 339 shares | $391,304 |
| NETFLIX INC. | COM | 64110L106 | — | 5,375 shares | $383,775 |
| CUMMINS INC | COM | 231021106 | — | 527 shares | $375,862 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,115 shares | $364,973 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 2,866 shares | $362,090 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 831 shares | $360,097 |
| RALPH LAUREN CORP | CL A | 751212101 | — | 884 shares | $354,846 |
| GLOBAL X FDS | GLOBAL X COPPER | 37954Y830 | — | 4,513 shares | $347,366 |
| GE VERNOVA INC | COM | 36828A101 | — | 294 shares | $345,409 |
| WESTERN ASSET EMERGING MKTS | COM | 95766A101 | — | 28,350 shares | $304,479 |
| WILLIAMS COS INC | COM | 969457100 | — | 4,057 shares | $301,597 |
| EQT CORP | COM | 26884L109 | — | 5,586 shares | $297,008 |
| CITIGROUP INC | COM NEW | 172967424 | — | 2,110 shares | $295,316 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 5,269 shares | $279,837 |
| QXO INC | COM NEW | 82846H405 | — | 16,150 shares | $279,072 |
| NRG ENERGY INC | COM NEW | 629377508 | — | 1,857 shares | $271,233 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 2,347 shares | $267,980 |
| COCA COLA CONS INC | COM | 191098102 | — | 1,362 shares | $260,033 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 4,772 shares | $255,159 |
| CORTEVA INC | COM | 22052L104 | — | 2,962 shares | $250,852 |
| COREWEAVE INC | COM CL A | 21873S108 | — | 2,455 shares | $244,371 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 1,623 shares | $237,266 |
| NEWMONT CORP | COM | 651639106 | — | 2,407 shares | $224,814 |
| AFLAC INC | COM | 001055102 | — | 1,912 shares | $224,182 |
| IONQ INC | COM | 46222L108 | — | 4,106 shares | $218,686 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 500 shares | $207,815 |
| TWILIO INC | CL A | 90138F102 | — | 1,000 shares | $206,330 |
| ISHARES ETHEREUM TR | SHS | 46438R105 | — | 16,000 shares | $190,240 |
| BLUE OWL CAPITAL CORPORATION | COM | 69121K104 | — | 13,850 shares | $150,550 |
| INFOSYS LTD | SPONSORED ADR | 456788108 | — | 11,200 shares | $117,488 |