Q2 2026 13F · SEC CIK 1800608

Laidlaw Wealth Management LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $35.1M
Reported positions: 59
Top holdings a year, 3 yrs: +26.0%
Assets under management: $108.1M

Laidlaw Wealth Management LLC is a wealth manager that reported 59 positions worth $35.1M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Nvidia Corporation (NVDA, 9.1%), Apple Inc (AAPL, 6.3%), Invesco Qqq Tr (QQQ, 5.4%). A portfolio copying its top holdings returned 26.0% a year over the last 3 years, against 20.4% for the S&P 500.

Laidlaw Wealth Management LLC holdings largest 50 of 59 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Laidlaw Wealth Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	9.1%	10.2%	15,860	-5.6%	$3.2M
AAPLApple Inc	6.3%	11.7%	7,597	-42.7%	$2.2M
QQQInvesco Qqq Tr	5.4%	5.0%	2,568	+3.0%	$1.9M
MSFTMicrosoft Corp	4.8%	5.7%	4,526	+2.0%	$1.7M
TSLATesla Inc	4.3%	4.8%	3,611	-2.8%	$1.5M
METAMeta Platforms Inc	3.9%	4.9%	2,399	-3.3%	$1.4M
PANWPalo Alto Networks Inc	3.7%	2.1%	3,790	+0.7%	$1.3M
LLYEli Lilly & Co	3.6%	3.0%	1,052	+11.2%	$1.3M
QBTSD-Wave Quantum Inc	2.8%	2.0%	40,701	+0.2%	$976K
BABAAlibaba Group Hldg Ltd	2.5%	4.2%	9,122	-5.4%	$876K
GOOGLAlphabet Inc	2.3%	1.8%	2,217	+20.5%	$792K
BRK-BBerkshire Hathaway Inc Del	2.3%	2.4%	1,578	+7.6%	$790K
AMZNAmazon Com Inc	2.2%	2.4%	3,198	-5.2%	$762K
AMATApplied Matls Inc	2.0%	New	956	—	$691K
KOCoca Cola Co	1.8%	New	7,867	—	$639K
CAHCardinal Health Inc	1.7%	1.0%	2,565	+91.1%	$609K
PLTRPalantir Technologies Inc	1.7%	2.8%	5,057	-9.4%	$590K
BNYBank of Ny Mellon Corp	1.6%	1.0%	3,885	+58.1%	$562K
AVGOBroadcom Inc	1.5%	1.5%	1,407	-1.8%	$532K
STTState Str Corp	1.5%	New	3,126	—	$530K
CNPCenterpoint Energy Inc	1.5%	1.4%	11,602	+25.4%	$511K
APHAmphenol Corp	1.4%	New	2,726	—	$481K
SHLDGlobal X Defense Tech ETF	1.3%	3.5%	7,795	-44.6%	$465K
PMPhilip Morris Intl Inc	1.3%	1.1%	2,523	+31.8%	$456K
ETPCEnergy Transfer L P	1.2%	1.8%	22,580	-15.8%	$432K
CRWDCrowdstrike Hldgs Inc	1.2%	1.6%	548	-54.8%	$418K
MSMorgan Stanley	1.2%	New	1,997	—	$417K
BEBloom Energy Corp	1.1%	New	1,300	—	$394K
JBLJabil Inc	1.1%	0.7%	1,017	+28.1%	$392K
MUMicron Technology Inc	1.1%	New	339	—	$391K
NFLXNetflix Inc.	1.1%	1.6%	5,375	+9.9%	$384K
CMICummins Inc	1.1%	New	527	—	$376K
JPMJpmorgan Chase & Co	1.0%	1.1%	1,115	+0.5%	$365K
GILDGilead Sciences Inc	1.0%	0.8%	2,866	+74.2%	$362K
LRCXLam Research Corp	1.0%	New	831	—	$360K
RLRalph Lauren Corp	1.0%	New	884	—	$355K
COPXGlobal X Fds	1.0%	New	4,513	—	$347K
GEVGe Vernova Inc	1.0%	New	294	—	$345K
EMDWestern Asset Emerging Mkts	0.9%	1.0%	28,350	-4.2%	$304K
WMBWilliams Cos	0.9%	New	4,057	—	$302K
EQTEqt Corp	0.8%	1.5%	5,586	-19.6%	$297K
CCitigroup Inc	0.8%	New	2,110	—	$295K
XLESelect Sector Spdr Tr	0.8%	1.7%	5,269	-32.4%	$280K
QXOQxo Inc	0.8%	1.0%	16,150	+7.6%	$279K
NRGNrg Energy Inc	0.8%	New	1,857	—	$271K
SHOPShopify Inc	0.8%	0.9%	2,347	+11.4%	$268K
COKECoca Cola Cons Inc	0.7%	New	1,362	—	$260K
SLVIshares Silver Tr	0.7%	1.4%	4,772	-17.7%	$255K
CTVACorteva Inc	0.7%	0.7%	2,962	+21.0%	$251K
CRWVCoreweave Inc	0.7%	New	2,455	—	$244K

What Laidlaw Wealth Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

CRWD Crowdstrike Hldgs Inc-54.8% shares
SHLD Global X Defense Tech ETF-44.6% shares
AAPL Apple Inc-42.7% shares
XLE Select Sector Spdr Tr-32.4% shares
EQT Eqt Corp-19.6% shares
SLV Ishares Silver Tr-17.7% shares
ETPC Energy Transfer L P-15.8% shares
PLTR Palantir Technologies Inc-9.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: +26.0% /yr; S&P 500 +20.4%
5 years: +14.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$35.1M	59
Q1 2026	$28.8M	47
Q4 2025	$32.3M	47
Q3 2025	$42.0M	58
Q2 2025	$34.7M	52
Q1 2025	$33.6M	55
Q4 2024	$229.6M	176
Q3 2024	$202.2M	177
Q2 2024	$182.1M	172
Q1 2024	$179.2M	172
Q4 2023	$275.1M	235
Q3 2023	$302.5M	266

Questions about Laidlaw Wealth Management LLC's portfolio

What stocks does Laidlaw Wealth Management LLC own?

Laidlaw Wealth Management LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 59 positions worth $35.1M. The largest are Nvidia Corporation (NVDA) at 9.1%, Apple Inc (AAPL) at 6.3%, Invesco Qqq Tr (QQQ) at 5.4%, Microsoft Corp (MSFT) at 4.8% and Tesla Inc (TSLA) at 4.3%.

What did Laidlaw Wealth Management LLC buy last quarter?

In Q2 2026, Laidlaw Wealth Management LLC added a new position in Applied Matls Inc (AMAT), a new position in Coca Cola Co (KO), a new position in State Str Corp (STT), a new position in Amphenol Corp (APH), a new position in Morgan Stanley (MS), Cardinal Health Inc (CAH) (+91.1% shares), Gilead Sciences Inc (GILD) (+74.2% shares) and Bank of Ny Mellon Corp (BNY) (+58.1% shares), compared with its Q1 2026 filing.

What did Laidlaw Wealth Management LLC sell last quarter?

In Q2 2026, Laidlaw Wealth Management LLC cut from its top 50 Caseys Gen Stores Inc (CASY), cut from its top 50 Vaneck Merk Gold Trust (OUNZ), cut from its top 50 Coinbase Global Inc (COIN), cut from its top 50 Ishares Ethereum Tr, cut from its top 50 Spdr Gold Tr (GLD), Crowdstrike Hldgs Inc (CRWD) (-54.8% shares), Global X Defense Tech ETF (SHLD) (-44.6% shares) and Apple Inc (AAPL) (-42.7% shares), compared with its Q1 2026 filing.

How has Laidlaw Wealth Management LLC's portfolio performed?

A portfolio copying Laidlaw Wealth Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +26.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.6% against +20.1%. Over 5 years: +14.3% a year against +11.6%.

When is Laidlaw Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Laidlaw Wealth Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Laidlaw Wealth Management LLC manage?

Laidlaw Wealth Management LLC reported $108.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $35.1M.