account_balance
Investment manager · 13F filer · SEC CIK 2111403
Laurel Oak Wealth Management, LLC
Reported value$713Mas of Sep 30, 2026
Positions379 25 new, 29 sold out
Top 10 weight33.9%AAPL alone is 8%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.7%
NVDANVIDIA Corp
4.6%
VTVanguard Intl Equity Index F
4.1%Added +4%
AMZNAmazon.com Inc
2.9%
GOOGLAlphabet Inc.
2.8%
VUGVanguard Index FDS
2.7%
MSFTMicrosoft Corp
2.5%Added +6%
HEGDListed FDS Tr
2.5%Added +7%
DIVOAmplify ETF Tr
2.0%Added +7%
JPMJPMorgan Chase & Co
2.0%Added +3%
VGTVanguard World Fd
1.8%
BALTInnovator Etfs Trust
1.6%Added +9%
AAPLApple Inc.
7.7%
NVDANVIDIA Corp
4.6%
VTVanguard Intl Equity Index F
4.1%+4%
AMZNAmazon.com Inc
2.9%
GOOGLAlphabet Inc.
2.8%
VUGVanguard Index FDS
2.7%
MSFTMicrosoft Corp
2.5%
HEGDListed FDS Tr
2.5%
DIVOAmplify ETF Tr
2.0%
VGT1.8%
BALT1.6%
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
AAPL Apple Inc. 7.7% HeldNVDA NVIDIA Corp 4.6% Held
VT Vanguard Intl Equity Index F 4.1% Added +4%
AMZN Amazon.com Inc 2.9% HeldGOOGL Alphabet Inc. 2.8% HeldVUG Vanguard Index FDS 2.7% Held
MSFT Microsoft Corp 2.5% Added +6%HEGD Listed FDS Tr 2.5% Added +7%
DIVO Amplify ETF Tr 2.0% Added +7%
JPM JPMorgan Chase & Co 2.0% Added +3%VGT Vanguard World Fd 1.8% Held
BALT Innovator Etfs Trust 1.6% Added +9%
What changed
Biggest moves since Jun 30, 2026
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