Latest Laidlaw Wealth Management LLC Stock Portfolio

Laidlaw Wealth Management LLC Performance:

2025 Q4: 0.82%YTD: 68.69%2024: 5.29%

Performance for 2025 Q4 is 0.82%, and YTD is 68.69%, and 2024 is 5.29%.

About Laidlaw Wealth Management LLC and 13F Hedge Fund Stock Holdings

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Laidlaw Wealth Management LLC reported an equity portfolio of $32.3 Millions as of 31 Dec, 2025.

The top stock holdings of Laidlaw Wealth Management LLC are AAPL, NVDA, MSFT. The fund has invested 11.2% of it's portfolio in APPLE INC and 9.3% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (AFLG), SPDR GOLD TR (GLD) and FIRST TR EXCHANGE-TRADED FD (LEGR) stocks. They significantly reduced their stock positions in COSTCO WHSL CORP NEW (COST), AMAZON COM INC (AMZN) and JPMORGAN CHASE & CO. (JPM). Laidlaw Wealth Management LLC opened new stock positions in ISHARES ETHEREUM TR, CARDINAL HEALTH INC (CAH) and FERRARI N V (RACE). The fund showed a lot of confidence in some stocks as they added substantially to EQT CORP (EQT), CENTERPOINT ENERGY INC (CNP) and PHILIP MORRIS INTL INC (PM).

Laidlaw Wealth Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Laidlaw Wealth Management LLC made a return of 0.82% in the last quarter. In trailing 12 months, it's portfolio return was 68.69%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares ethereum tr	424,600
cardinal health inc	335,376
ferrari n v	312,278
spotify technology s a	257,835
ralph lauren corp	249,295
gilead sciences inc	234,188
coca cola cons inc	204,809
blue owl capital corporation	132,268

New stocks bought by Laidlaw Wealth Management LLC

Additions

Ticker	% Inc.
eqt corp	36.02
centerpoint energy inc	34.89
philip morris intl inc	18.98
jabil inc	14.2
meta platforms inc	9.15
shopify inc	7.94
ishares inc	7.73
alibaba group hldg ltd	6.13

Additions to existing portfolio by Laidlaw Wealth Management LLC

Reductions

Ticker	% Reduced
costco whsl corp new	-69.57
amazon com inc	-49.4
jpmorgan chase & co.	-49.13
crowdstrike hldgs inc	-47.29
newmont corp	-42.8
palo alto networks inc	-39.94
palantir technologies inc	-35.91
amphenol corp new	-35.67

Laidlaw Wealth Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
t1 energy inc	-92,650
vuzix corp	-107,522
brilliant earth group inc	-65,205
first tr exchange-traded fd	-872,395
navitas semiconductor corp	-161,122
naas technology inc	-77,178
first tr exchng traded fd vi	-1,142,720
advisorshares tr	-87,825

Laidlaw Wealth Management LLC got rid off the above stocks

Sector Distribution

Laidlaw Wealth Management LLC has about 38.8% of it's holdings in Technology sector.

Sector	%
Technology	38.8
Others	26.3
Consumer Cyclical	9.8
Communication Services	9.6
Healthcare	4.6
Consumer Defensive	2.5
Financial Services	2.3
Energy	2.1
Industrials	1.8
Basic Materials	1.2

Market Cap. Distribution

Laidlaw Wealth Management LLC has about 70.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	53.6
UNALLOCATED	26.3
LARGE-CAP	16.8
MID-CAP	3.3

Stocks belong to which Index?

About 61.9% of the stocks held by Laidlaw Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	61.9
Others	37.5

Top 5 Winners (%)		%
SLV	ishares silver tr	44.3 %
LLY	eli lilly & co	40.9 %
GOOG	alphabet inc	28.3 %
GOOG	alphabet inc	24.7 %
NEM	newmont corp	14.5 %

Top 5 Winners ($)		$
SLV	ishares silver tr	0.4 M
LLY	eli lilly & co	0.3 M
AAPL	apple inc	0.2 M
GOOG	alphabet inc	0.2 M
NEM	newmont corp	0.1 M

Top 5 Losers (%)		%
COIN	coinbase global inc	-33.0 %
IINN	inspira technologies oxy bhn	-29.1 %
NFLX	netflix inc	-18.4 %
BABA	alibaba group hldg ltd	-17.6 %
META	meta platforms inc	-9.7 %

Top 5 Losers ($)		$
BABA	alibaba group hldg ltd	-0.3 M
MSFT	microsoft corp	-0.2 M
META	meta platforms inc	-0.2 M
NFLX	netflix inc	-0.1 M
COIN	coinbase global inc	-0.1 M

Laidlaw Wealth Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Laidlaw Wealth Management LLC

Laidlaw Wealth Management LLC has 47 stocks in it's portfolio. About 55.8% of the portfolio is in top 10 stocks. BABA proved to be the most loss making stock for the portfolio. SLV was the most profitable stock for Laidlaw Wealth Management LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	11.15	13,257	3,604,110	reduced	-1.1

ACT	advisorshares tr	0.00	0.00	0.00	sold off	-100

ACWV	ishares inc	2.38	11,985	768,239	added	7.73

AFL	aflac inc	0.65	1,902	209,734	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.00	0.00	0.00	sold off	-100

AFLG	first tr exchng traded fd vi	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	1.83	2,567	592,515	reduced	-49.4

APH	amphenol corp new	0.67	1,596	215,700	reduced	-35.67

AVGO	broadcom inc	1.52	1,418	490,802	added	1.43

BABA	alibaba group hldg ltd	4.58	10,092	1,479,280	added	6.13

BITF	bitfarms ltd	0.00	0.00	0.00	sold off	-100

BITS	global x fds	2.44	12,148	787,069	reduced	-24.03

BRLT	brilliant earth group inc	0.00	0.00	0.00	sold off	-100

CAH	cardinal health inc	1.04	1,632	335,376	new

CASY	caseys gen stores inc	1.79	1,044	577,029	unchanged	0.00

CNP	centerpoint energy inc	1.03	8,692	333,251	added	34.89

COIN	coinbase global inc	0.72	1,023	231,341	unchanged	0.00

COKE	coca cola cons inc	0.63	1,336	204,809	new

COST	costco whsl corp new	0.73	272	234,556	reduced	-69.57

CRWD	crowdstrike hldgs inc	0.96	662	310,319	reduced	-47.29