Laidlaw Wealth Management LLC
13F Reported Value
ⓘ$28.8M
incl. option notional
Equity Holdings
ⓘ$28.8M
Option Notional
ⓘ$1,844
$1,844 puts / $0 calls
Holdings
49
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Laidlaw Wealth Management LLC disclosed 49 positions worth $28.8M in its Form 13F-HR for Q1 2026 — $28.8M in common stock plus $1,844 of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 11.7% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 13 new positions and exited 12. The portfolio is most concentrated in Technology (48.5% of disclosed assets). All figures are sourced directly from Laidlaw Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1800608.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$3.4M13,257 sh - 90.2#1
Quality
$2.9M16,794 sh - 83.7#15
Quality
$1.6M4,438 sh - —
Quality
$1.4M2,493 sh - 80.9
Quality
$1.4M2,480 sh - 50.1
Quality
$1.4M3,715 sh - —
Quality
$1.2M9,646 sh GLOBAL X FDS
—Quality
$996.2K14,062 sh- 89.3
Quality
$870.1K946 sh - 85.8
Quality
$816.7K5,583 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $3.4M | 13,257 |
 NVIDIA CORP$NVDA | 90.2#1 | $2.9M | 16,794 |
 MICROSOFT CORP$MSFT | 83.7#15 | $1.6M | 4,438 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $1.4M | 2,493 |
 Meta Platforms, Inc.$META | 80.9 | $1.4M | 2,480 |
 Tesla, Inc.$TSLA | 50.1 | $1.4M | 3,715 |
 Alibaba Group Holding Ltd$BABA | — | $1.2M | 9,646 |
| GLOBAL X FDS | — | $996.2K | 14,062 |
 ELI LILLY & Co$LLY | 89.3 | $870.1K | 946 |
 Palantir Technologies Inc.$PLTR | 85.8 | $816.7K | 5,583 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Laidlaw Wealth Management LLC's 49 positions.
Showing top 10 of 49 holdings.
Sector Allocation
Technology
$14.0M
Financials
$3.5M
Other
$3.4M
Industrials
$2.6M
Consumer Discretionary
$1.6M
Healthcare
$1.1M
Energy
$960,181
Consumer Staples
$804,961
Full Holdings — Laidlaw Wealth Management LLC (Q1 2026)
All 49 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $3.4M | 11.7% | +0% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $2.9M | 10.2% | +4% | 90.2 |
| 3 | $MSFT | MICROSOFT CORP | $1.6M | 5.7% | -2% | 83.7 |
| 4 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.4M | 5.0% | +2% | — |
| 5 | $META | Meta Platforms, Inc. | $1.4M | 4.9% | -1% | 80.9 |
| 6 | $TSLA | Tesla, Inc. | $1.4M | 4.8% | -4% | 50.1 |
| 7 | $BABA | Alibaba Group Holding Ltd | $1.2M | 4.2% | -4% | — |
| 8 | — | GLOBAL X FDS | $996,152 | 3.5% | +16% | — |
| 9 | $LLY | ELI LILLY & Co | $870,102 | 3.0% | +12% | 89.3 |
| 10 | $PLTR | Palantir Technologies Inc. | $816,681 | 2.8% | +26% | 85.8 |
| 11 |  $BRK.B | BERKSHIRE HATHAWAY INC | $702,507 | 2.4% | +10% | 64.5 |
| 12 |  $AMZN | AMAZON COM INC | $702,495 | 2.4% | +31% | 74.6 |
| 13 |  $CASY | CASEYS GENERAL STORES INC | $619,409 | 2.1% | -18% | 59.9 |
| 14 |  $PANW | Palo Alto Networks Inc | $603,284 | 2.1% | +23% | 66.5 |
| 15 |  $QBTS | D-Wave Quantum Inc. | $586,161 | 2.0% | +0% | 24.7 |
| 16 |  $GOOG | Alphabet Inc. | $529,110 | 1.8% | -22% | 80.2 |
| 17 |  $ET | Energy Transfer LP | $517,819 | 1.8% | +29% | 64.5 |
| 18 | — | SELECT SECTOR SPDR TR | $477,644 | 1.7% | NEW | — |
| 19 |  $CRWD | CrowdStrike Holdings, Inc. | $473,177 | 1.6% | +83% | 55 |
| 20 |  $NFLX | NETFLIX INC | $470,174 | 1.6% | +16% | 86.7 |
| 21 |  $AVGO | Broadcom Inc. | $443,590 | 1.5% | +1% | 86.4 |
| 22 |  $EQT | EQT Corp | $442,362 | 1.5% | +7% | 83.3 |
| 23 |  $OUNZ | VanEck Merk Gold ETF | $407,567 | 1.4% | NEW | — |
| 24 |  $CNP | CENTERPOINT ENERGY INC | $399,446 | 1.4% | +6% | 55.9 |
| 25 |  $SLV | iShares Silver Trust | $395,212 | 1.4% | -59% | — |
| 26 |  $JPM | JPMORGAN CHASE & CO | $326,518 | 1.1% | +16% | 35.6 |
| 27 |  $PM | Philip Morris International Inc. | $316,461 | 1.1% | -20% | 80.5 |
| 28 |  $__PARK_1390777 | Bank of New York Mellon Corp | $291,593 | 1.0% | NEW | 36.7 |
| 29 |  $QXO | QXO, Inc. | $291,397 | 1.0% | NEW | 53.5 |
| 30 | — | WESTERN ASSET EMERGING MKTS | $290,672 | 1.0% | -51% | — |
| 31 |  $CAH | CARDINAL HEALTH INC | $283,578 | 1.0% | -18% | 58.6 |
| 32 |  $COIN | Coinbase Global, Inc. | $283,392 | 1.0% | +59% | 68 |
| 33 |  $ETHA | iShares Ethereum Trust ETF | $256,604 | 0.9% | -14% | — |
| 34 |  $GLD | SPDR GOLD TRUST | $255,592 | 0.9% | NEW | — |
| 35 |  $GOOGL | Alphabet Inc. | $251,909 | 0.9% | -11% | 80.2 |
| 36 |  $SHOP | SHOPIFY INC. | $249,932 | 0.9% | -14% | — |
| 37 |  $GILD | GILEAD SCIENCES, INC. | $229,264 | 0.8% | -14% | 77.8 |
| 38 |  $IAU | ISHARES GOLD TRUST | $212,466 | 0.7% | NEW | — |
| 39 |  $JBL | JABIL INC | $210,910 | 0.7% | -41% | 51.9 |
| 40 |  $AFL | AFLAC INC | $208,668 | 0.7% | +0% | 60.3 |
| 41 |  $CTVA | Corteva, Inc. | $204,922 | 0.7% | NEW | 48.4 |
| 42 |  $USO | United States Oil Fund, LP | $201,691 | 0.7% | NEW | — |
| 43 |  $INFY | Infosys Ltd | $197,922 | 0.7% | +31% | — |
| 44 |  $TE | T1 Energy Inc. | $179,990 | 0.6% | NEW | 23.8 |
| 45 |  $OBDC | Blue Owl Capital Corp | $123,219 | 0.4% | +5% | — |
| 46 |  $VUZI | Vuzix Corp | $79,353 | 0.3% | NEW | — |
| 47 | — | BITFARMS LTD | $24,570 | 0.1% | NEW | — |
| 48 | $AAPLPUT | Apple Inc. | $1,400 | — | NEW | 76.1 |
| 49 | $USOPUT | United States Oil Fund, LP | $444 | — | NEW | — |
New Positions (13)
$OUNZ VanEck Merk Gold ETF$407,567$__PARK_1390777 Bank of New York Mellon Corp$291,593$QXO QXO, Inc.$291,397$GLD SPDR GOLD TRUST$255,592$IAU ISHARES GOLD TRUST$212,466$CTVA Corteva, Inc.$204,922$USO United States Oil Fund, LP$201,691$TE T1 Energy Inc.$179,990$VUZI Vuzix Corp$79,353$AAPLPUT Apple Inc.$1,400$USOPUT United States Oil Fund, LP$444Exited Positions (12)
$NEM NEWMONT Corp /DE/
$RACE Ferrari N.V.
$TDG TransDigm Group INC
$GD GENERAL DYNAMICS CORP
$SPOT Spotify Technology S.A.
$RL RALPH LAUREN CORP
$COST COSTCO WHOLESALE CORP /NEW
$APH AMPHENOL CORP /DE/
$COKE Coca-Cola Consolidated, Inc.$QQQPUT INVESCO QQQ TRUST, SERIES 1Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Laidlaw Wealth Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Laidlaw Wealth Management LLC (SEC CIK: 1800608), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Laidlaw Wealth Management LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.