Lauer Wealth, LLC

Q3 2025 13F Holdings

  • Location
    valparaiso, IN
  • Num holdings

    66

  • Value ($000)

    $139,935

  • Date Filed
    10/20/2025
  • Form type
    13F-HR
  • CIK
    0001860063
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$17.69M
13 %

29,369

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$15.80M
11 %

313,845

D
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$14.24M
10 %

160,755

I
ILCV

ISHARES TR

MORNINGSTAR VALU
464288109
$12.54M
9 %

139,316

D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$11.22M
8 %

245,676

T
TSLA

TESLA INC

COM
88160R101
$10.29M
7 %

23,648

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$6.48M
5 %

110,128

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$6.27M
5 %

103,973

E
EOSE

EOS ENERGY ENTERPRISES INC

COM CL A
29415C101
$5.97M
4 %

326,440

D
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V500
$2.72M
2 %

39,639

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