Laidlaw Wealth Management LLC
All 13F Filings
- Location
- New York City, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 35,061
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 59 | 35,061 | 13F-HR | Laidlaw Wealth Management LLC |
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 31.63 K | 90.2% | 7.26 K | 0 | 7.26 K |
| ETFs | 3.428 K | 9.8% | 0 | 1.013 K | -1.013 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
35,061
Holdings
59
QoQ value change ($000)
6,251
(21.7%)
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.