LAUREL OAK WEALTH MANAGEMENT, LLC — 13F holdings
LAUREL OAK WEALTH MANAGEMENT, LLC reported 379 holdings worth $713M in its 13F filing for Q3 2026, filed October 19, 2026.
Largest positions
- AAPL APPLE INC — $55.2M (7.7%)
- NVDA NVIDIA CORPORATION — $32.7M (4.6%)
- VT VANGUARD INTL EQUITY INDEX F — $29.3M (4.1%)
- AMZN AMAZON COM INC — $20.3M (2.9%)
- GOOGL ALPHABET INC — $20.1M (2.8%)
- VUG VANGUARD INDEX FDS — $19.4M (2.7%)
- MSFT MICROSOFT CORP — $18.1M (2.5%)
- HEGD LISTED FDS TR — $18.1M (2.5%)
- DIVO AMPLIFY ETF TR — $14.1M (2.0%)
- JPM JPMORGAN CHASE & CO. — $14.0M (2.0%)