StockDriftsStockDriftsTop 50 Laurel Oak Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.08% | 167.9K | $48.6M | +0.16%(+271) | $263.24(+16.50%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.12% | 141.4K | $28.3M | -2.09%(-3.02K) | $186.54(+18.18%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.1% | 179.2K | $28.1M | +23.82%(+34.47K) | $140.56(+14.84%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.05% | 58.6K | $21.0M | +2.61%(+1.49K) | $279.24(+25.86%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.78% | 80.1K | $19.1M | +0.38%(+307) | $225.00(+22.20%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.71% | 216.1K | $18.6M | -6.20%(-14.29K) | $80.62(+10.47%) | 2026-06-30 | |
| HEGD | LISTED FDS TR | 2.45% | 630.7K | $16.8M | +29.12%(+142.24K) | $25.13(+8.83%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.96% | 41.0K | $13.4M | +4.67%(+1.83K) | $317.36(+13.90%) | 2026-06-30 | |
| DIVO | AMPLIFY ETF TR | 1.88% | 282.9K | $12.9M | +23.89%(+54.55K) | $44.65(+8.14%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.82% | 33.5K | $12.5M | -0.50%(-167) | $497.52(+1.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.82% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.66% |
Laurel Oak Wealth Management LLC reports $686.52M in US-listed equity holdings across 383 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.1%), NVDA (4.1%) and VT (4.1%). The top 20 holdings account for 46.56% of reported assets. Its disclosed equity book has returned +4.82% cumulatively over 2 quarters. 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.
Sign up free to track Laurel Oak Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Laurel Oak Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111403). View Laurel Oak Wealth Management LLC’s 13F filings on SEC