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Latest Laidlaw Wealth Management LLC Stock Portfolio

$35.06Million | No. of Holdings #59

Laidlaw Wealth Management LLC Performance

2026 Q2+7.51%
YTD-1.45%
2025+68.69%

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

On 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Laidlaw Wealth Management LLC reported an equity portfolio of $35.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Laidlaw Wealth Management LLC are NVDA, AAPL, QQQ. The fund has invested 9.1% of it's portfolio in NVIDIA CORPORATION and 6.3% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off CASEYS GEN STORES INC (CASY), VANECK MERK GOLD ETF (OUNZ) and SPDR GOLD TR (GLD) stocks. They significantly reduced their stock positions in CROWDSTRIKE HLDGS INC (CRWD), GLOBAL X FDS (BITS) and APPLE INC (AAPL). Laidlaw Wealth Management LLC opened new stock positions in APPLIED MATLS INC (AMAT), COCA COLA CO (KO) and STATE STR CORP (STT). The fund showed a lot of confidence in some stocks as they added substantially to CARDINAL HEALTH INC (CAH), GILEAD SCIENCES INC (GILD) and BANK OF NY MELLON CORP (BK).
Laidlaw Wealth Management LLC Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$35.06Million
  as of Aug 11, 2026

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

Our best estimate is that Laidlaw Wealth Management LLC made a return of 7.51% in the last quarter. In trailing 12 months, it's portfolio return was 10.45%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
applied matls inc690,891
coca cola co639,351
state str corp530,170
amphenol corp480,648
morgan stanley417,453
bloom energy corp393,510
micron technology inc391,304
cummins inc375,862
New stocks bought by Laidlaw Wealth Management LLC

Additions

Ticker% Inc.
cardinal health inc91.13
gilead sciences inc74.22
bank of ny mellon corp58.06
philip morris intl inc31.82
jabil inc28.09
centerpoint energy inc25.36
blue owl capital corporation24.32
corteva inc21.00
Additions to existing portfolio by Laidlaw Wealth Management LLC

Reductions

Ticker% Reduced
crowdstrike hldgs inc-54.79
global x fds-44.57
apple inc-42.69
select sector spdr tr-32.42
infosys ltd-23.55
eqt corp-19.64
ishares silver tr-17.72
energy transfer l p-15.84
Laidlaw Wealth Management LLC reduced stake in above stock

Sold off

Ticker$ Sold
t1 energy inc-179,990
vuzix corp-79,353
bitfarms ltd-24,570
vaneck merk gold etf-407,567
ishares gold tr-212,466
alphabet inc-251,909
caseys gen stores inc-619,409
spdr gold tr-255,592
Laidlaw Wealth Management LLC got rid off the above stocks

Sector Distribution

Laidlaw Wealth Management LLC has about 39% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
  • Energy
  • Utilities
  • Industrials
  • Basic Materials
Sector%
Technology39
Others18.6
Communication Services7.8
Financial Services7.5
Consumer Cyclical7.5
Healthcare7
Consumer Defensive3.9
Energy2.9
Utilities2.2
Industrials2.2
Basic Materials1.4

Market Cap. Distribution

Laidlaw Wealth Management LLC has about 78.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP55.2
LARGE-CAP23.4
UNALLOCATED18.6
MID-CAP2.8

Stocks belong to which Index?

About 71.3% of the stocks held by Laidlaw Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50068.8
Others28.7
RUSSELL 20002.5
Top 5 Winners (%)%
PANW
palo alto networks inc
111.9 %
CRWD
crowdstrike hldgs inc
69.3 %
QBTS
d-wave quantum inc
66.1 %
JBL
jabil inc
38.3 %
LLY
eli lilly & co
28.4 %
Top 5 Winners ($)$
PANW
palo alto networks inc
0.7 M
NVDA
nvidia corporation
0.4 M
QQQ
invesco qqq tr
0.4 M
QBTS
d-wave quantum inc
0.4 M
AAPL
apple inc
0.4 M
Top 5 Losers (%)%
NFLX
netflix inc.
-24.9 %
ishares ethereum tr
-24.7 %
BABA
alibaba group hldg ltd
-22.9 %
INFY
infosys ltd
-19.7 %
SLV
ishares silver tr
-19.6 %
Top 5 Losers ($)$
BABA
alibaba group hldg ltd
-0.3 M
PLTR
palantir technologies inc
-0.2 M
NFLX
netflix inc.
-0.1 M
BITS
global x fds
-0.1 M
SLV
ishares silver tr
-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 59 stocks in it's portfolio. About 46.3% of the portfolio is in top 10 stocks. BABA proved to be the most loss making stock for the portfolio. PANW was the most profitable stock for Laidlaw Wealth Management LLC last quarter.

$35.06MTotal Value
67.00Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Laidlaw Wealth Management LLC, last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGNG
Global X Fds

Global X Fds

AGNG
Laidlaw Wealth Management LLC's holding in Global X Fds over time
0.99%4,513
$347.4K
0.99%
new position
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

BABA
Laidlaw Wealth Management LLC's holding in Alibaba Group Hldg Ltd over time
2.5%9,122
$875.5K
2.5%
decreased 5.43 percentreduced
BITF
Bitfarms Ltd

Bitfarms Ltd

BITF
Laidlaw Wealth Management LLC's holding in Bitfarms Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BITS
Global X Fds

Global X Fds

BITS
Laidlaw Wealth Management LLC's holding in Global X Fds over time
1.33%7,795
$465.4K
1.33%
decreased 44.57 percentreduced