account_balance

Investment manager · 13F filer · SEC CIK 1860063

Lauer Wealth, LLC

Reported value$145Mas of Sep 30, 2026

Positions77 26 new, 7 sold out

Top 10 weight71.6%QQQ alone is 13%

FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

QQQInvesco QQQ Tr

13.5%Trimmed −20%

ILCViShares Tr

11.0%

DGRWWisdomtree Tr

10.2%

DFAUDimensional ETF Trust

9.7%Added +5%

USFRWisdomtree Tr

9.1%

VCITVanguard Scottsdale FDS

5.5%Added +23%

VCSHVanguard Scottsdale FDS

5.1%Added +26%

TSLATesla, Inc.

3.5%Trimmed −31%

DFASDimensional ETF Trust

2.2%

EZM1.8%

NVDANVIDIA Corp

1.7%

IBITiShares Bitcoin Trust ETF

1.7%

QQQInvesco QQQ Tr

13.5%Trimmed −20%

ILCViShares Tr

11.0%

DGRWWisdomtree Tr

10.2%

DFAUDimensional ETF Trust

9.7%+5%

USFRWisdomtree Tr

9.1%

VCIT5.5%

VCSHVanguard Scottsdale FDS

5.1%

TSLA3.5%

DFAS2.2%

EZM

IBIT

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

QQQ Invesco QQQ Tr 13.5% Trimmed −20%

ILCV iShares Tr 11.0% Held

DGRW Wisdomtree Tr 10.2% Held

DFAU Dimensional ETF Trust 9.7% Added +5%

USFR Wisdomtree Tr 9.1% Held

VCIT Vanguard Scottsdale FDS 5.5% Added +23%

VCSH Vanguard Scottsdale FDS 5.1% Added +26%

TSLA Tesla, Inc. 3.5% Trimmed −31%

DFAS Dimensional ETF Trust 2.2% Trimmed −4%

EZM Wisdomtree Tr 1.8% Held

NVDA NVIDIA Corp 1.7% New IBIT iShares Bitcoin Trust ETF 1.7% New

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 15, 2026 filing

add_circleNew

NVDA $2.5M
IBIT $2.46M
PLTR $1.66M
TLT $976K

arrow_upwardAdded

IBBQ +104%
ARKQ +42%
WPM +30%
VCSH +26%

arrow_downwardTrimmed

BMNR −86%
MSTR −78%
VGSH −75%
VGIT −75%

remove_circleSold out

TFLO $504K
SOLZ $407K
CRM $346K
QCOM $295K

Lauer Wealth, LLC

Where the money is

Biggest moves since Jun 30, 2026

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