Laidlaw Wealth Management LLC

Portfolio Overview

Laidlaw Wealth Management LLC disclosed 59 positions worth $35.1M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 9.1% of the equity portfolio, followed by $AAPL and $QQQ. During the quarter the fund opened 21 new positions and exited 10 — including a new stake in $AMAT and a full exit from $CASY. The portfolio is most concentrated in Technology (47.8% of disclosed assets). All figures are sourced directly from Laidlaw Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1800608.

• 

  NVIDIA CORP

  $NVDA

  85.9#5

  Quality

  $3.2M15,860 sh
• 

  Apple Inc.

  $AAPL

  76.3#82

  Quality

  $2.2M7,597 sh
• 

  INVESCO QQQ TRUST, SERIES 1

  $QQQ

  —

  Quality

  $1.9M2,568 sh
• 

  MICROSOFT CORP

  $MSFT

  79.7

  Quality

  $1.7M4,526 sh
• 

  Tesla, Inc.

  $TSLA

  53.6

  Quality

  $1.5M3,611 sh
• 

  Meta Platforms, Inc.

  $META

  79.6

  Quality

  $1.4M2,399 sh
• 

  Palo Alto Networks Inc

  $PANW

  65.4

  Quality

  $1.3M3,790 sh
• 

  ELI LILLY & Co

  $LLY

  87.5

  Quality

  $1.3M1,052 sh
• 

  D-Wave Quantum Inc.

  $QBTS

  27.9

  Quality

  $976.4K40,701 sh
• 

  Alibaba Group Holding Ltd

  $BABA

  —

  Quality

  $875.5K9,122 sh

Company	Quality	Value	Shares
NVIDIA CORP$NVDA	85.9#5	$3.2M	15,860
Apple Inc.$AAPL	76.3#82	$2.2M	7,597
INVESCO QQQ TRUST, SERIES 1$QQQ	—	$1.9M	2,568
MICROSOFT CORP$MSFT	79.7	$1.7M	4,526
Tesla, Inc.$TSLA	53.6	$1.5M	3,611
Meta Platforms, Inc.$META	79.6	$1.4M	2,399
Palo Alto Networks Inc$PANW	65.4	$1.3M	3,790
ELI LILLY & Co$LLY	87.5	$1.3M	1,052
D-Wave Quantum Inc.$QBTS	27.9	$976.4K	40,701
Alibaba Group Holding Ltd$BABA	—	$875.5K	9,122

Showing top 10 of 59 holdings.

Full Holdings — Laidlaw Wealth Management LLC (Q2 2026)

All 59 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	$NVDA	NVIDIA CORP	$3.2M	9.1%	-6%	85.9
2	$AAPL	Apple Inc.	$2.2M	6.3%	-43%	76.3
3	$QQQ	INVESCO QQQ TRUST, SERIES 1	$1.9M	5.4%	+3%	—
4	$MSFT	MICROSOFT CORP	$1.7M	4.8%	+2%	79.7
5	$TSLA	Tesla, Inc.	$1.5M	4.3%	-3%	53.6
6	$META	Meta Platforms, Inc.	$1.4M	3.9%	-3%	79.6
7	$PANW	Palo Alto Networks Inc	$1.3M	3.7%	+1%	65.4
8	$LLY	ELI LILLY & Co	$1.3M	3.6%	+11%	87.5
9	$QBTS	D-Wave Quantum Inc.	$976,417	2.8%	+0%	27.9
10	$BABA	Alibaba Group Holding Ltd	$875,530	2.5%	-5%	—
11	$GOOG	Alphabet Inc.	$792,289	2.3%	+20%	78.1
12	$BRK.B	BERKSHIRE HATHAWAY INC	$789,615	2.3%	+8%	73.6
13	$AMZN	AMAZON COM INC	$762,211	2.2%	-5%	68.4
14	$AMAT	APPLIED MATERIALS INC /DE	$690,891	2.0%	NEW	72.1
15	$KO	COCA COLA CO	$639,351	1.8%	NEW	69.3
16	$CAH	CARDINAL HEALTH INC	$609,341	1.7%	+91%	62.3
17	$PLTR	Palantir Technologies Inc.	$590,000	1.7%	-9%	84.5
18	$BNY	Bank of New York Mellon Corp	$561,810	1.6%	+58%	73.8
19	$AVGO	Broadcom Inc.	$531,603	1.5%	-2%	84.4
20	$STT	STATE STREET CORP	$530,170	1.5%	NEW	71.2
21	$CNP	CENTERPOINT ENERGY INC	$510,952	1.5%	+25%	52.9
22	$APH	AMPHENOL CORP /DE/	$480,648	1.4%	NEW	79.1
23	—	GLOBAL X FDS - DEFENSE TECH ETF	$465,439	1.3%	-45%	—
24	$PM	Philip Morris International Inc.	$456,436	1.3%	+32%	75.7
25	$ET	Energy Transfer LP	$431,730	1.2%	-16%	64.2
26	$CRWD	CrowdStrike Holdings, Inc.	$418,201	1.2%	-55%	67.5
27	$MS	MORGAN STANLEY	$417,453	1.2%	NEW	75.7
28	$BE	Bloom Energy Corp	$393,510	1.1%	NEW	66
29	$JBL	JABIL INC	$392,033	1.1%	+28%	57.2
30	$MU	MICRON TECHNOLOGY INC	$391,304	1.1%	NEW	86.1
31	$NFLX	NETFLIX INC	$383,775	1.1%	+10%	78.6
32	$CMI	CUMMINS INC	$375,862	1.1%	NEW	58
33	$JPM	JPMORGAN CHASE & CO	$364,973	1.0%	+0%	70.3
34	$GILD	GILEAD SCIENCES, INC.	$362,090	1.0%	+74%	57.3
35	$LRCX	LAM RESEARCH CORP	$360,097	1.0%	NEW	79.3
36	$RL	RALPH LAUREN CORP	$354,846	1.0%	NEW	65.8
37	—	GLOBAL X FDS - GLOBAL X COPPER	$347,366	1.0%	NEW	—
38	$GEV	GE Vernova Inc.	$345,409	1.0%	NEW	81.1
39	—	WESTERN ASSET EMERGING MKTS - COM	$304,479	0.9%	-4%	—
40	$WMB	WILLIAMS COMPANIES, INC.	$301,597	0.9%	NEW	64
41	$EQT	EQT Corp	$297,008	0.8%	-20%	83.5
42	$C	CITIGROUP INC	$295,316	0.8%	NEW	64.7
43	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	$279,837	0.8%	-32%	—
44	$QXO	QXO, Inc.	$279,072	0.8%	+8%	48.8
45	$NRG	NRG ENERGY, INC.	$271,233	0.8%	NEW	51.6
46	$SHOP	SHOPIFY INC.	$267,980	0.8%	+11%	64.9
47	$COKE	Coca-Cola Consolidated, Inc.	$260,033	0.7%	NEW	63.1
48	$SLV	iShares Silver Trust	$255,159	0.7%	-18%	—
49	$CTVA	Corteva, Inc.	$250,852	0.7%	+21%	47
50	$CRWV	CoreWeave, Inc.	$244,371	0.7%	NEW	52.1
51	$COIN	Coinbase Global, Inc.	$237,266	0.7%	+0%	44.6
52	$NEM	NEWMONT Corp /DE/	$224,814	0.6%	NEW	86.7
53	$AFL	AFLAC INC	$224,182	0.6%	+1%	61.1
54	$IONQ	IonQ, Inc.	$218,686	0.6%	NEW	30.2
55	$UNH	UNITEDHEALTH GROUP INC	$207,815	0.6%	NEW	62.5
56	$TWLO	TWILIO INC	$206,330	0.6%	NEW	70.3
57	$ETHA	iShares Ethereum Trust ETF	$190,240	0.5%	-1%	—
58	$OBDC	Blue Owl Capital Corp	$150,550	0.4%	+24%	—
59	$INFY	Infosys Ltd	$117,488	0.3%	-24%	—