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LAUREL OAK WEALTH MANAGEMENT, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2026
  • Location
    marlton, NJ
  • CIK
    0002111403
  • All SEC filings

Q2 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

383

$686.52M
AAPL, NVDA, VT, GOOGL
13F-HR
Jul 21, 2026
000211140326000003

360

$595.5M
AAPL, NVDA, VT, VUG
13F-HR
Apr 21, 2026
000211140326000002

361

$593.6M
AAPL, NVDA, VUG, AMZN
13F-HR
Feb 12, 2026
000211140326000001
Laurel Oak Wealth Management, Llc 13F Filings