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 151–200 of 361
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | 12K | $500K+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 14K | $500K+ | SH |
| KKR | KKR & CO INC | 5K | $500K+ | SH |
| BX | BLACKSTONE INC | 4K | $500K+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 26K | $500K+ | SH |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | 42K | $500K+ | SH |
| JNK | SPDR SERIES TRUST | 6K | $500K+ | SH |
| PSK | SPDR SERIES TRUST | 19K | $500K+ | SH |
| IWF | ISHARES TR | 1K | $500K+ | SH |
| XOP | SPDR SERIES TRUST | 5K | $500K+ | SH |
| USFR | WISDOMTREE TR | 12K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 13K | $500K+ | SH |
| IEFA | ISHARES TR | 7K | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| BSV | VANGUARD BD INDEX FDS | 7K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| PSCT | INVESCO EXCH TRADED FD TR II | 10K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 1K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 11K | $500K+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 5K | $500K+ | SH |
| MMM | 3M CO | 3K | $500K+ | SH |
| PFE | PFIZER INC | 22K | $500K+ | SH |
| FE | FIRSTENERGY CORP | 12K | $500K+ | SH |
| IGSB | ISHARES TR | 10K | $500K+ | SH |
| USMV | ISHARES TR | 6K | $500K+ | SH |
| CRM | SALESFORCE INC | 2K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 3K | $500K+ | SH |
| XLU | SELECT SECTOR SPDR TR | 12K | $500K+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 6K | $500K+ | SH |
| BILS | SPDR SERIES TRUST | 5K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| EFA | ISHARES TR | 5K | $500K+ | SH |
| MCK | MCKESSON CORP | 613 | $500K+ | SH |
| AIQ | GLOBAL X FDS | 10K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| HIMU | BLACKROCK ETF TRUST II | 10K | $100K–$500K | SH |
| EXC | EXELON CORP | 11K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 3K | $100K–$500K | SH |
| NTAP | NETAPP INC | 4K | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 910 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 2K | $100K–$500K | SH |
| TTE | TOTALENERGIES SE | 7K | $100K–$500K | SH |
| PPL | PPL CORP | 13K | $100K–$500K | SH |
| NGG | NATIONAL GRID PLC | 6K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| EZM | WISDOMTREE TR | 7K | $100K–$500K | SH |