Laidlaw Wealth Management LLC
All 13F Filings
- Location
- New York City, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 28,810
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/6/2026 | 49 | 28,810 | 13F-HR | Laidlaw Wealth Management LLC |
| Q4 2025 | 2/17/2026 | 48 | 32,309 | 13F-HR | Laidlaw Wealth Management LLC |
| Q3 2025 | 11/14/2025 | 59 | 41,986 | 13F-HR | Laidlaw Wealth Management LLC |
| Q2 2025 | 8/13/2025 | 52 | 34,700 | 13F-HR | Laidlaw Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2
(0.0% of total reported value)
· QoQ Δ:
+2
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.37 K | 84.6% | 0 | 5.464 K | -5.464 K |
| ETFs | 4.441 K | 15.4% | 1.967 K | 0 | 1.967 K |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
28,810
Holdings
49
QoQ value change ($000)
-3,499
(-10.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.