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Lauer Wealth, LLC

Q2 2026 13F Holdings

  • Location
    valparaiso, IN
  • Num holdings

    75

  • Value ($000)

    $166,581

  • Date Filed
    07/15/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$23.49M
14 %

32,633

I
ILCV

ISHARES TR

MORNINGSTAR VALU
464288109
$15.23M
9 %

147,394

D
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$14.58M
9 %

151,513

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$13.16M
8 %

260,823

D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$13.08M
8 %

251,668

T
TSLA

TESLA INC

COM
88160R101
$7.81M
5 %

19,721

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$6.76M
4 %

82,705

---

BITMINE IMMERSION TECHS INC

COM NEW
09175A206
$6.75M
4 %

414,170

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$5.98M
4 %

76,105

M
MIGA

STRATEGY INC

CL A NEW
594972408
$3.8M
2 %

38,896

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