Laidlaw Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$28.8M
Q ending 2026-03-31
Prior quarter
$32.3M
Q ending 2025-12-31
Change
-10.8% QoQ · -15.1% YoY
Positions
49
reported holdings
Largest positions
All 49 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $3.4M | 13K |
| Nvidia Corporation | NVDA | Shares | $2.9M | 17K |
| Microsoft Corp | MSFT | Shares | $1.6M | 4K |
| Invesco Qqq Tr | QQQ | Shares | $1.4M | 2K |
| Meta Platforms Inc | META | Shares | $1.4M | 2K |
| Tesla Inc | TSLA | Shares | $1.4M | 4K |
| Alibaba Group Hldg Ltd | BABA | Shares | $1.2M | 10K |
| Global X Fds | SHLD | Shares | $996K | 14K |
| Eli Lilly & Co | LLY | Shares | $870K | 946 |
| Palantir Technologies Inc | PLTR | Shares | $817K | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $703K | 1K |
| Amazon Com Inc | AMZN | Shares | $702K | 3K |
| Caseys Gen Stores Inc | CASY | Shares | $619K | 851 |
| Palo Alto Networks Inc | PANW | Shares | $603K | 4K |
| D-Wave Quantum Inc | QBTS | Shares | $586K | 41K |
| Alphabet Inc | GOOGL | Shares | $529K | 2K |
| Energy Transfer L P | ET | Shares | $518K | 27K |
| Select Sector Spdr Tr | XLE | Shares | $478K | 8K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $473K | 1K |
| Netflix Inc. | NFLX | Shares | $470K | 5K |
| Broadcom Inc | AVGO | Shares | $444K | 1K |
| Eqt Corp | EQT | Shares | $442K | 7K |
| Vaneck Merk Gold Etf | OUNZ | Shares | $408K | 9K |
| Centerpoint Energy Inc | CNP | Shares | $399K | 9K |
| Ishares Silver Tr | SLV | Shares | $395K | 6K |
| Jpmorgan Chase & Co | JPM | Shares | $327K | 1K |
| Philip Morris Intl Inc | PM | Shares | $316K | 2K |
| Bank New York Mellon Corp | BNY | Shares | $292K | 2K |
| Qxo Inc | QXO | Shares | $291K | 15K |
| Western Asset Emerging Mkts | XEMDX | Shares | $291K | 30K |
| Cardinal Health Inc | CAH | Shares | $284K | 1K |
| Coinbase Global Inc | COIN | Shares | $283K | 2K |
| Ishares Ethereum Tr | ETHA | Shares | $257K | 16K |
| Spdr Gold Tr | GLD | Shares | $256K | 594 |
| Alphabet Inc | GOOG | Shares | $252K | 878 |
| Shopify Inc | SHOP | Shares | $250K | 2K |
| Gilead Sciences Inc | GILD | Shares | $229K | 2K |
| Ishares Gold Tr | IAU | Shares | $212K | 2K |
| Jabil Inc | JBL | Shares | $211K | 794 |
| Aflac Inc | AFL | Shares | $209K | 2K |
| Corteva Inc | CTVA | Shares | $205K | 2K |
| United Sts Oil Fd Lp | USO | Shares | $202K | 2K |
| Infosys Ltd | INFY | Shares | $198K | 15K |
| T1 Energy Inc | TE | Shares | $180K | 41K |
| Blue Owl Capital Corporation | OBDC | Shares | $123K | 11K |
| Vuzix Corp | VUZI | Shares | $79K | 34K |
| Bitfarms Ltd | 1B2 | Shares | $25K | 13K |
| Apple Inc | AAPL | Put | $1K | 25 |
| United Sts Oil Fd Lp | USO | Put | $444 | 2 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.