Laidlaw Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
New York City, NY
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
59
Total value ($000)
$35,061
Net value change ($000)
+6,251 (21.7%)
New positions
21
Sold out positions
9
Turnover %
27.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMAT 691 NEW
PANW 689 114.3%
KO 639 NEW
STT 530 NEW
APH 481 NEW
QQQ 452 31.4%
MS 417 NEW
BE 394 NEW
LLY 392 45.1%
MU 391 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -1,167 -34.7%
CASY -619 -100.0%
SHLD -531 -53.3%
OUNZ -408 -100.0%
BABA -334 -27.6%
GLD -256 -100.0%
GOOGL -252 -100.0%
PLTR -227 -27.8%
IAU -212 -100.0%
USO -202 -100.0%
Instrument mix + QoQ Δ (ex-options)
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