Laidlaw Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
New York City, NY
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$28,810
Net value change ($000)
-3,499 (-10.8%)
New positions
11
Sold out positions
11
Turnover %
20.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 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)
XLE 478 NEW
OUNZ 408 NEW
BK 292 NEW
QXO 291 NEW
GLD 256 NEW
IAU 212 NEW
SHLD 209 26.6%
CTVA 205 NEW
USO 202 NEW
TE 180 NEW
Top Reduces (Value $000, Stocks/ETFs)
EZU -768 -100.0%
MSFT -540 -24.7%
SLV -524 -57.0%
QBTS -476 -44.8%
NEM -394 -100.0%
TSLA -355 -20.4%
EMD -354 -54.9%
RACE -312 -100.0%
TDG -290 -100.0%
GD -280 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1 (0.0% 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