Institutional Fund
Laidlaw Wealth Management LLC
New York City, NYCIK 18006085 filings on record
Portfolio Value
$28.81M
Q1 2026
Holdings
47
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-10.8%
from $32.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc11.7%
- Nvidia Corporation10.2%
- Microsoft Corp5.7%
- Invesco Qqq Tr5.0%
- Meta Platforms Inc4.9%
- Tesla Inc4.8%
- Other57.7%
Portfolio Holdings
47 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 13.3K | $3.36M | 11.7% | 0 | Held |
| 2 | Nvidia Corporation | 16.8K | $2.93M | 10.2% | +679 | Added |
| 3 | Microsoft Corp | 4.4K | $1.64M | 5.7% | −75 | Reduced |
| 4 | Invesco Qqq Tr | 2.5K | $1.44M | 5.0% | +57 | Added |
| 5 | Meta Platforms Inc | 2.5K | $1.42M | 4.9% | −14 | Reduced |
| 6 | Tesla Inc | 3.7K | $1.38M | 4.8% | −146 | Reduced |
| 7 | Alibaba Group Hldg Ltd | 9.6K | $1.21M | 4.2% | −446 | Reduced |
| 8 | Global X Fds | 14.1K | $996.2K | 3.5% | +1.9K | Added |
| 9 | Eli Lilly & Co | 946 | $870.1K | 3.0% | +98 | Added |
| 10 | Palantir Technologies Inc | 5.6K | $816.7K | 2.8% | +1.2K | Added |
37 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio