Laidlaw Wealth Management LLC

Q1 2026 13F Holdings

  • Location
    new york city, NY
  • Num holdings

    49

  • Value ($000)

    $28,810

  • Date Filed
    05/06/2026
  • Form type
    13F-HR
  • CIK
    0001800608
  • 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
AAPL

APPLE INC

COM
$3.36M
12 %

13,257

NVDA

NVIDIA CORPORATION

COM
$2.93M
10 %

16,794

MSFT

MICROSOFT CORP

COM
$1.64M
6 %

4,438

NDQ

INVESCO QQQ TR

UNIT SER 1
$1.44M
5 %

2,493

META

META PLATFORMS INC

CL A
$1.42M
5 %

2,480

TSLA

TESLA INC

COM
$1.38M
5 %

3,715

BABA

ALIBABA GROUP HLDG LTD

SPONSORED ADS
$1.21M
4 %

9,646

SHLD

GLOBAL X FDS

DEFENSE TECH ETF
$996.15K
4 %

14,062

LLY

ELI LILLY & CO

COM
$870.1K
3 %

946

PLTR

PALANTIR TECHNOLOGIES INC

CL A
$816.68K
3 %

5,583

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