Lauer Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Valparaiso, IN
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$125,538
Net value change ($000)
-9,144 (-6.8%)
New positions
8
Sold out positions
5
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCIT 1,493 NEW
VCSH 697 NEW
VGT 623 176.5%
NVDA 466 36.1%
IBIT 336 14.2%
AGG 288 NEW
TLT 285 15.9%
SHLD 284 24.7%
CIFR 281 121.1%
MU 281 NEW
Top Reduces (Value $000, Stocks/ETFs)
EOSE -3,551 -79.1%
TSLA -3,035 -30.8%
USFR -1,741 -12.4%
QQQ -1,160 -6.4%
AMZN -1,003 -55.8%
TQQQ -464 -53.0%
NVDL -433 -100.0%
ETHU -413 -100.0%
AMD -292 -19.9%
IONQ -258 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 681 (0.5% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type