Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Laidlaw Wealth Management LLC (CIK 1800608) reported $28.8M across 45 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($3.4M, 11.68%), NVDA ($2.9M, 10.17%), MSFT ($1.6M, 5.70%), QQQ ($1.4M, 4.99%), META ($1.4M, 4.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $3.4M | 11.68% | 13,282 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $2.9M | 10.17% | 16,794 | Added |
| 3 | MSFT | MICROSOFT CORP | $1.6M | 5.70% | 4,438 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $1.4M | 4.99% | 2,493 | Added |
| 5 | META | META PLATFORMS INC | $1.4M | 4.92% | 2,480 | Trimmed |
| 6 | TSLA | TESLA INC | $1.4M | 4.79% | 3,715 | Trimmed |
| 7 | BABA | ALIBABA GROUP HLDG LTD | $1.2M | 4.20% | 9,646 | Trimmed |
| 8 | SHLD | GLOBAL X FDS | $996,152 | 3.46% | 14,062 | Added |
| 9 | LLY | ELI LILLY & CO | $870,102 | 3.02% | 946 | Added |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | $816,681 | 2.83% | 5,583 | Added |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $702,507 | 2.44% | 1,466 | Added |
| 12 | AMZN | AMAZON COM INC | $702,495 | 2.44% | 3,373 | Added |
| 13 | CASY | CASEYS GEN STORES INC | $619,409 | 2.15% | 851 | Trimmed |
| 14 | PANW | PALO ALTO NETWORKS INC | $603,284 | 2.09% | 3,763 | Added |
| 15 | QBTS | D-WAVE QUANTUM INC | $586,161 | 2.03% | 40,621 | Hold |
| 16 | GOOGL | ALPHABET INC | $529,110 | 1.84% | 1,840 | Trimmed |
| 17 | ET | ENERGY TRANSFER L P | $517,819 | 1.80% | 26,830 | Added |
| 18 | XLE | SELECT SECTOR SPDR TR | $477,644 | 1.66% | 7,797 | New |
| 19 | CRWD | CROWDSTRIKE HLDGS INC | $473,177 | 1.64% | 1,212 | Added |
| 20 | NFLX | NETFLIX INC. | $470,174 | 1.63% | 4,890 | Added |
| 21 | EQT | EQT CORP | $442,362 | 1.54% | 6,951 | Added |
| 22 | AVGO | BROADCOM INC | $443,590 | 1.54% | 1,433 | Added |
| 23 | OUNZ | VANECK MERK GOLD ETF | $407,567 | 1.41% | 9,047 | New |
| 24 | CNP | CENTERPOINT ENERGY INC | $399,446 | 1.39% | 9,255 | Added |
| 25 | SLV | ISHARES SILVER TR | $395,212 | 1.37% | 5,800 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31