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 101–150 of 361
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ARTY | ISHARES TR | 22K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| MRK | MERCK & CO INC | 10K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 6K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 7K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 11K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 4K | $500K+ | SH |
| DIS | DISNEY WALT CO | 9K | $500K+ | SH |
| AMGN | AMGEN INC | 3K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 5K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| IYW | ISHARES TR | 5K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| EME | EMCOR GROUP INC | 1K | $500K+ | SH |
| XLC | SELECT SECTOR SPDR TR | 8K | $500K+ | SH |
| IWN | ISHARES TR | 5K | $500K+ | SH |
| STK | COLUMBIA SELIGM PREM TECH GR | 24K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| CMDY | ISHARES U S ETF TR | 18K | $500K+ | SH |
| T | AT&T INC | 35K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $500K+ | SH |
| CSCO | CISCO SYS INC | 11K | $500K+ | SH |
| IGM | ISHARES TR | 7K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 970 | $500K+ | SH |
| LQD | ISHARES TR | 8K | $500K+ | SH |
| USIG | ISHARES TR | 16K | $500K+ | SH |
| DBJP | DBX ETF TR | 9K | $500K+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 68K | $500K+ | SH |
| FSK | FS KKR CAP CORP | 56K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 20K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 9K | $500K+ | SH |
| ITOT | ISHARES TR | 5K | $500K+ | SH |
| IYH | ISHARES TR | 12K | $500K+ | SH |
| ITA | ISHARES TR | 4K | $500K+ | SH |
| EMLC | VANECK ETF TRUST | 31K | $500K+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 3K | $500K+ | SH |
| KO | COCA COLA CO | 11K | $500K+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 3K | $500K+ | SH |
| HSY | HERSHEY CO | 4K | $500K+ | SH |
| IFRA | ISHARES TR | 14K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 3K | $500K+ | SH |
| IYF | ISHARES TR | 6K | $500K+ | SH |
| AOM | ISHARES TR | 15K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| IDEV | ISHARES TR | 8K | $500K+ | SH |
| KLAC | KLA CORP | 565 | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 5K | $500K+ | SH |
| BA | BOEING CO | 3K | $500K+ | SH |
| EFV | ISHARES TR | 9K | $500K+ | SH |