LAUREL OAK WEALTH MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Marlton, NJ
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
360
Total value ($000)
$595,496
Net value change ($000)
+1,900 (0.3%)
New positions
32
Sold out positions
32
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 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)
VT 9,335 87.4%
HEGD 6,441 114.5%
DIVO 5,326 108.4%
BALT 4,050 120.6%
GRNY 2,332 129.3%
LASR 2,138 NEW
RUNN 1,748 112.6%
VFLO 1,624 112.9%
AEHR 1,434 NEW
META 1,390 19.9%
Top Reduces (Value $000, Stocks/ETFs)
VUG -5,213 -23.7%
SPYV -3,533 -23.7%
MSFT -3,100 -19.9%
IEF -2,955 -24.6%
NVDA -2,637 -9.5%
SPYM -2,563 -36.4%
IHDG -2,329 -31.2%
AAPL -1,789 -4.0%
VGLT -1,403 -34.2%
GOOGL -1,253 -7.1%
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