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Lauer Wealth, LLC

Q1 2026 13F Holdings

  • Location
    valparaiso, IN
  • Num holdings

    67

  • Value ($000)

    $125,538

  • Date Filed
    04/13/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$16.9M
14 %

27,888

D
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$14.2M
11 %

156,981

I
ILCV

ISHARES TR

MORNINGSTAR VALU
464288109
$13.75M
11 %

143,906

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$12.34M
10 %

244,879

D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$11.19M
9 %

238,848

T
TSLA

TESLA INC

COM
88160R101
$6.82M
5 %

19,862

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$6.58M
5 %

112,535

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$6.31M
5 %

106,005

D
DFAS

DIMENSIONAL ETF TRUST

US SMALL CAP ETF
25434V500
$3.1M
3 %

41,732

I
IBIT

ISHARES BITCOIN TRUST ETF

SHS BEN INT
46438F101
$2.7M
2 %

66,824

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