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 301–350 of 361
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| IXJ | ISHARES TR | 3K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 3K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 3K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 1K | $100K–$500K | SH |
| URA | GLOBAL X FDS | 6K | $100K–$500K | SH |
| ACWX | ISHARES TR | 4K | $100K–$500K | SH |
| BLV | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| MTUM | ISHARES TR | 931 | $100K–$500K | SH |
| BCS | BARCLAYS PLC | 9K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 2K | $100K–$500K | SH |
| IOO | ISHARES TR | 2K | $100K–$500K | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 10K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 3K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW | 1K | $100K–$500K | SH |
| HAS | HASBRO INC | 3K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 344 | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| IMCB | ISHARES TR | 3K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| EES | WISDOMTREE TR | 4K | $100K–$500K | SH |
| TOPT | ISHARES TR | 7K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 1K | $100K–$500K | SH |
| PCY | INVESCO EXCH TRADED FD TR II | 10K | $100K–$500K | SH |
| — | APPLE INC | 50 | $100K–$500K | SH |
| ILCB | ISHARES TR | 2K | $100K–$500K | SH |
| GSK | GSK PLC | 4K | $100K–$500K | SH |
| SAP | SAP SE | 895 | $100K–$500K | SH |
| IUSB | ISHARES TR | 5K | $100K–$500K | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 3K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 1K | $100K–$500K | SH |
| CBZ | CBIZ INC | 4K | $100K–$500K | SH |
| APLS | APELLIS PHARMACEUTICALS INC | 8K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 2K | $100K–$500K | SH |
| NWG | NATWEST GROUP PLC | 12K | $100K–$500K | SH |
| SYM | SYMBOTIC INC | 4K | $100K–$500K | SH |
| SCHR | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 1K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 835 | $100K–$500K | SH |
| PHK | PIMCO HIGH INCOME FD | 42K | $100K–$500K | SH |
| TGT | TARGET CORP | 2K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| TRP | TC ENERGY CORP | 4K | $100K–$500K | SH |
| IJS | ISHARES TR | 2K | $100K–$500K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 2K | $100K–$500K | SH |