StockDriftsStockDriftsTop 50 Laurel Oak Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.75% | 165.8K | $55.2M | -1.22%(-2.06K) | $263.24(+30.28%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.58% | 143.0K | $32.7M | +1.14%(+1.61K) | $186.85(+16.19%) | 2026-09-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.12% | 185.9K | $29.3M | +3.73%(+6.69K) | $141.14(+11.31%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.85% | 81.5K | $20.3M | +1.78%(+1.43K) | $225.33(+16.47%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.83% | 58.5K | $20.1M | -0.21%(-126) | $279.24(+23.25%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 2.72% | 215.5K | $19.4M | -0.28%(-600) | $80.62(+10.17%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.55% | 35.4K | $18.1M | +5.57%(+1.86K) | $494.64(+7.86%) | 2026-09-30 | |
| HEGD | LISTED FDS TR | 2.55% | 675.2K | $18.1M | +7.05%(+44.49K) | $25.24(+6.76%) | 2026-09-30 | |
| DIVO | AMPLIFY ETF TR | 1.98% | 303.0K | $14.1M | +7.12%(+20.14K) | $44.75(+6.75%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 1.96% | 42.2K | $14.0M | +2.99%(+1.23K) | $317.71(+4.98%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.65% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.66% |
Laurel Oak Wealth Management LLC reports $712.56M in US-listed equity holdings across 379 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.8%), NVDA (4.6%) and VT (4.1%). The top 20 holdings account for 48.49% of reported assets. Its disclosed equity book has returned +10.65% cumulatively over 3 quarters. 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 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