Lauer Wealth, LLC
Q2 2025 13F Holdings
- Locationvalparaiso, IN
- Num holdings
52
- Value ($000)
$121,135
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001860063
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $16.87M | 14 % | 29,445 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $15.58M | 13 % | 309,244 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $13.73M | 11 % | 159,485 | ||
ILCV ISHARES TR | MORNINGSTAR VALU | 464288109 | $11.69M | 10 % | 137,844 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $10.53M | 9 % | 241,912 | ||
TSLA TESLA INC | COM | 88160R101 | $8.34M | 7 % | 24,602 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $6.49M | 5 % | 110,810 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $6.12M | 5 % | 102,638 | ||
EOSE EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 | $2.98M | 3 % | 610,882 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $2.52M | 2 % | 39,160 |
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