CIK 2111403
LAUREL OAK WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
361
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 361
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 163K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 149K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 45K | $1M+ | SH |
| AMZN | AMAZON COM INC | 77K | $1M+ | SH |
| GOOGL | ALPHABET INC | 56K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 32K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 262K | $1M+ | SH |
| IEF | ISHARES TR | 125K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 36K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 76K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 71K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 46K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 13K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 13K | $1M+ | SH |
| GOOG | ALPHABET INC | 28K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 115K | $1M+ | SH |
| IVV | ISHARES TR | 12K | $1M+ | SH |
| IHDG | WISDOMTREE TR | 154K | $1M+ | SH |
| TSLA | TESLA INC | 16K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 88K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 11K | $1M+ | SH |
| META | META PLATFORMS INC | 11K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 129K | $1M+ | SH |
| GLD | SPDR GOLD TR | 16K | $1M+ | SH |
| HEGD | LISTED FDS TR | 223K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 70K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 110K | $1M+ | SH |
| DVY | ISHARES TR | 35K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 37K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 20K | $1M+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 73K | $1M+ | SH |
| LLY | ELI LILLY & CO | 4K | $1M+ | SH |
| IEMG | ISHARES INC | 54K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| IJR | ISHARES TR | 29K | $1M+ | SH |
| BALT | INNOVATOR ETFS TRUST | 100K | $1M+ | SH |
| IEI | ISHARES TR | 27K | $1M+ | SH |
| HYG | ISHARES TR | 39K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| SOXX | ISHARES TR | 10K | $1M+ | SH |
| IWP | ISHARES TR | 22K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 20K | $1M+ | SH |
| AGG | ISHARES TR | 29K | $1M+ | SH |
| IJH | ISHARES TR | 44K | $1M+ | SH |
| AVGO | BROADCOM INC | 7K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| V | VISA INC | 7K | $1M+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 35K | $1M+ | SH |