LAUREL OAK WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Marlton, NJ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 595,496
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 4/21/2026 | 360 | 595,496 | 13F-HR | LAUREL OAK WEALTH MANAGEMENT, LLC |
| Q4 2025 | 2/12/2026 | 361 | 593,596 | 13F-HR | LAUREL OAK WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 303.2 K | 50.9% | 0 | 154 K | -154 K |
| ETFs | 291.4 K | 48.9% | 156.7 K | 0 | 156.7 K |
| Debt | 818 | 0.1% | 0 | 5 | -5 |
| Other | 0 | 0.0% | 0 | 647 | -647 |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
595,496
Holdings
360
QoQ value change ($000)
1,900
(0.3%)
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.