StockDriftsStockDriftsTop 50 Lauer Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 13.47% | 26.0K | $19.5M | -20.22%(-6.60K) | $411.89(+74.41%) | 2026-09-30 | |
| ILCV | ISHARES TR | 10.95% | 147.6K | $15.8M | +0.15%(+222) | $71.30(+52.58%) | 2026-09-30 | |
| DGRW | WISDOMTREE TR | 10.23% | 149.8K | $14.8M | -1.14%(-1.72K) | $66.26(+49.13%) | 2026-09-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 9.71% | 264.0K | $14.0M | +4.91%(+12.37K) | $37.85(+39.32%) | 2026-09-30 | |
| USFR | WISDOMTREE TR | 9.07% | 260.0K | $13.1M | -0.32%(-840) | $50.29(+0.41%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.51% | 101.4K | $8.0M | +22.59%(+18.68K) | $82.02(-4.11%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 5.13% | 95.8K | $7.4M | +25.86%(+19.68K) | $78.68(-1.63%) | 2026-09-30 | |
| TSLA | TESLA INC | 3.55% | 13.7K | $5.1M | -30.66%(-6.05K) | $188.44(+95.32%) | 2026-09-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.22% | 41.1K | $3.2M | -3.93%(-1.68K) | $62.62(+23.84%) | 2026-09-30 | |
| EZM | WISDOMTREE TR | 1.79% | 35.6K | $2.6M | -1.07%(-386) | $50.74(+43.32%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.57% | +54.36% | — | — | +58.80% |
| Top 20 Holdings Unweighted | +17.07% | +60.43% | — | — | +63.31% |
Lauer Wealth LLC reports $160.09M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (13.5%), ILCV (10.9%) and DGRW (10.2%). The top 20 holdings account for 83.96% of reported assets. Its disclosed equity book has returned +54.36% on a three-year cumulative basis. Figures reflect the Q3 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