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.
Lauer Wealth, LLC (CIK 1860063) reported $125.5M across 53 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($16.9M, 13.46%), DGRW ($14.2M, 11.31%), ILCV ($13.8M, 10.96%), USFR ($12.3M, 9.83%), DFAU ($11.2M, 8.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $16.9M | 13.46% | 27,888 | Trimmed |
| 2 | DGRW | WISDOMTREE TR | $14.2M | 11.31% | 156,981 | Trimmed |
| 3 | ILCV | ISHARES TR | $13.8M | 10.96% | 143,906 | Added |
| 4 | USFR | WISDOMTREE TR | $12.3M | 9.83% | 244,879 | Trimmed |
| 5 | DFAU | DIMENSIONAL ETF TRUST | $11.2M | 8.92% | 238,848 | Added |
| 6 | TSLA | TESLA INC | $6.8M | 5.43% | 19,862 | Trimmed |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | $6.6M | 5.24% | 112,535 | Added |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $6.3M | 5.02% | 106,005 | Added |
| 9 | DFAS | DIMENSIONAL ETF TRUST | $3.1M | 2.47% | 41,732 | Added |
| 10 | IBIT | ISHARES BITCOIN TRUST ETF | $3.0M | 2.37% | 432,424 | Added |
| 11 | EZM | WISDOMTREE TR | $2.6M | 2.05% | 36,878 | Added |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $2.3M | 1.81% | 63,111 | Trimmed |
| 13 | TLT | ISHARES TR | $2.1M | 1.66% | 23,912 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $1.8M | 1.40% | 9,645 | Added |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $1.5M | 1.19% | 17,986 | New |
| 16 | SHLD | GLOBAL X FDS | $1.4M | 1.14% | 19,111 | Added |
| 17 | BMNRD | BITMINE IMMERSION TECNOLOGIE | $1.2M | 0.98% | 177,570 | Added |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.94% | 5,074 | Trimmed |
| 19 | EOSE | EOS ENERGY ENTERPRISES INC | $1.0M | 0.81% | 261,420 | Trimmed |
| 20 | VGT | VANGUARD WORLD FD | $975,617 | 0.78% | 1,320 | Added |
| 21 | FTRI | FIRST TR EXCHANGE-TRADED FD | $977,819 | 0.78% | 53,580 | Added |
| 22 | ETHA | ISHARES ETHEREUM TR | $942,244 | 0.75% | 88,040 | Added |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | $946,611 | 0.75% | 6,725 | Added |
| 24 | VTI | VANGUARD INDEX FDS | $805,218 | 0.64% | 2,413 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $792,518 | 0.63% | 3,582 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31