StockDriftsStockDriftsTop 50 Lauer Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 16.02% | 32.6K | $23.5M | +17.01%(+4.75K) | $411.89(+75.00%) | 2026-06-30 | |
| ILCV | ISHARES TR | 10.39% | 147.4K | $15.2M | +2.42%(+3.49K) | $71.25(+51.59%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 9.95% | 151.5K | $14.6M | -3.48%(-5.47K) | $66.26(+51.36%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 8.97% | 260.8K | $13.2M | +6.51%(+15.94K) | $50.29(+0.26%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 8.92% | 251.7K | $13.1M | +5.37%(+12.82K) | $37.15(+44.18%) | 2026-06-30 | |
| TSLA | TESLA INC | 5.33% | 19.7K | $7.8M | -0.71%(-141) | $188.44(+76.10%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.61% | 82.7K | $6.8M | +359.83%(+64.72K) | $82.36(-1.37%) | 2026-06-30 | |
| BMNR | BITMINE IMMERSION TECHS INC | 4.6% | 414.2K | $6.7M | +690.85%(+361.80K) | $19.14(-5.14%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.08% | 76.1K | $6.0M | +765.52%(+67.31K) | $78.82(-0.35%) | 2026-06-30 | |
| MSTR | STRATEGY INC | 2.59% | 38.9K | $3.8M | +861.34%(+34.85K) | $122.23(-19.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.94% | +40.28% | — | — | +48.75% |
| Top 20 Holdings Unweighted | +13.01% | +44.33% | — | — | +50.25% |
Lauer Wealth, LLC reports $166.58M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (16.0%), ILCV (10.4%) and DGRW (9.9%). The top 20 holdings account for 89.01% of reported assets. Its disclosed equity book has returned +40.28% 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 Lauer Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1860063). View Lauer Wealth, LLC’s 13F filings on SEC