StockDriftsStockDriftsTop 50 Laidlaw Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.05% | 15.9K | $3.2M | -5.56%(-934) | $33.59(+573.09%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.27% | 7.6K | $2.2M | -42.69%(-5.66K) | $121.43(+151.48%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.39% | 2.6K | $1.9M | +3.01%(+75) | $474.80(+54.28%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.82% | 4.5K | $1.7M | +1.98%(+88) | $214.71(+126.39%) | 2026-06-30 | |
| TSLA | TESLA INC | 4.33% | 3.6K | $1.5M | -2.80%(-104) | $235.21(+44.80%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.85% | 2.4K | $1.4M | -3.27%(-81) | $305.14(+90.17%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 3.69% | 3.8K | $1.3M | +0.72%(+27) | $104.66(+261.38%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.6% | 1.1K | $1.3M | +11.21%(+106) | $584.11(+101.91%) | 2026-06-30 | |
| QBTS | D-WAVE QUANTUM INC | 2.78% | 40.7K | $976K | +0.20%(+80) | $2.40(+771.35%) | 2026-06-30 | |
| BABA | ALIBABA GROUP HLDG LTD | 2.5% | 9.1K | $876K | -5.43%(-524) | $77.41(+64.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.24% | +91.76% | +13.15% | +85.51% |
| Top 20 Holdings Unweighted | +22.48% | +83.72% | +10.93% | +67.96% |
Laidlaw Wealth Management LLC reports $35.06M in US-listed equity holdings across 59 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (9.1%), AAPL (6.3%) and QQQ (5.4%). The top 20 holdings account for 64.8% of reported assets. Its disclosed equity book has returned +91.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Laidlaw Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800608). View Laidlaw Wealth Management LLC’s 13F filings on SEC