LAUREL OAK WEALTH MANAGEMENT, LLC

Q4 2025 13F-HR Holdings

Location
Marlton, NJ
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
361
Total value ($000)
$593,596
Net value change ($000)
—
New positions
358
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
AAPL 44,322 —
NVDA 27,821 —
VUG 21,984 —
AMZN 17,844 —
GOOGL 17,684 —
MSFT 15,566 —
SPYV 14,878 —
IEF 12,033 —
JPM 11,544 —
VT 10,685 —
Top Reduces (Value $000, Stocks/ETFs)
—
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type