Lauer Wealth, LLC
All 13F Filings
- Location
- Valparaiso, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 166,581
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/15/2026 | 75 | 166,581 | 13F-HR | Lauer Wealth, LLC |
| Q1 2026 | 4/13/2026 | 67 | 125,538 | 13F-HR | Lauer Wealth, LLC |
| Q4 2025 | 1/12/2026 | 63 | 134,682 | 13F-HR | Lauer Wealth, LLC |
| Q3 2025 | 10/20/2025 | 66 | 139,935 | 13F-HR | Lauer Wealth, LLC |
| Q2 2025 | 8/13/2025 | 52 | 121,135 | 13F-HR | Lauer Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
19.97 K
(12.0% of total reported value)
· QoQ Δ:
+19.29 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 60.13 K | 41.2% | 11.62 K | 0 | 11.62 K |
| ETFs | 85.98 K | 58.8% | 9.626 K | 0 | 9.626 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
166,581
Holdings
75
QoQ value change ($000)
41,043
(32.7%)
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.