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LAUREL OAK WEALTH MANAGEMENT, LLC

Q1 2026 13F Holdings

  • Location
    marlton, NJ
  • Num holdings

    360

  • Value ($000)

    $595,496

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0002111403
  • 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
A
AAPL

APPLE INC

COM
037833100
$42.53M
7 %

167,591

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$25.18M
4 %

144,401

V
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
922042742
$20.02M
3 %

144,738

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$16.77M
3 %

38,395

A
AMZN

AMAZON COM INC

COM
023135106
$16.62M
3 %

79,779

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$16.43M
3 %

57,138

M
MSFT

MICROSOFT CORP

COM
594918104
$12.47M
2 %

33,676

H
HEGD

LISTED FDS TR

SWAN HEDGED EQTY
53656F599
$12.07M
2 %

488,479

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$11.52M
2 %

39,172

S
SPYV

SPDR SERIES TRUST

STATE STREET SPD
78464A508
$11.35M
2 %

200,514

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