Laidlaw Wealth Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Laidlaw Wealth Management LLC reported 59 stock positions worth $35.1 million. Its top holding was Nvidia (NVDA) at 9.1% of the portfolio, followed by Apple (AAPL, 6.3%) and Invesco QQQ Trust Series 1 (QQQ, 5.4%). Compared with Q1 2026, it opened 21 new positions, sold out of 9, added to 20 and reduced 17. The biggest buy was a new position in Applied Materials (AMAT) and the biggest sale Apple (AAPL, shares −43%).

Most Recent 13F
Q2 2026
Location
NEW YORK CITY, NY
CIK
0001800608
Portfolio Value
$35.1M (Q2 2026)
SEC Filing
0001800608-26-000003 ↗ filed Aug 11, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $179.2M Q1 2024 Q2 2024: $182.1M Q2 2024 Q3 2024: $202.2M Q3 2024 Q4 2024: $229.6M Q4 2024 Q1 2025: $33.6M Q1 2025 Q2 2025: $34.7M Q2 2025 Q3 2025: $42.0M Q3 2025 Q4 2025: $32.3M Q4 2025 Q1 2026: $28.8M Q1 2026 Q2 2026: $35.1M $35.1M Q2 2026

Holdings 59 stocks · $35.1M
NVDA Nvidia Corp. 9.05% 15,860 $3.2M Reduce -5.6%
AAPL Apple Inc. 6.27% 7,597 $2.2M Reduce -42.7%
QQQ Invesco QQQ Trust Series 1 5.39% 2,568 $1.9M Add +3.0%
MSFT Microsoft Corp. 4.82% 4,526 $1.7M Add +2.0%
TSLA Tesla Inc. 4.33% 3,611 $1.5M Reduce -2.8%
META Meta Platforms Inc. Class A 3.85% 2,399 $1.4M Reduce -3.3%
PANW Palo Alto Networks Inc. 3.69% 3,790 $1.3M Add +0.7%
LLY Eli Lilly & Co. 3.60% 1,052 $1.3M Add +11.2%
QBTS D-Wave Quantum Inc. 2.78% 40,701 $976K Add +0.2%
BABA Alibaba Group Holding-SP ADR 2.50% 9,122 $876K Reduce -5.4%
GOOGL Alphabet Inc. Class A 2.26% 2,217 $792K Add +20.5%
BRK.B Berkshire Hathaway Inc. Class B 2.25% 1,578 $790K Add +7.6%
AMZN Amazon.com Inc. 2.17% 3,198 $762K Reduce -5.2%
AMAT Applied Materials Inc. 1.97% 956 $691K New
KO The Coca-Cola Co. 1.82% 7,867 $639K New
CAH Cardinal Health Inc. 1.74% 2,565 $609K Add +91.1%
PLTR Palantir Technologies Inc. Class A 1.68% 5,057 $590K Reduce -9.4%
BNY Bank of New York Mellon Corp. 1.60% 3,885 $562K Add +58.1%
AVGO Broadcom Inc. 1.52% 1,407 $532K Reduce -1.8%
STT State Street Corp. 1.51% 3,126 $530K New
CNP Centerpoint Energy Inc. 1.46% 11,602 $511K Add +25.4%
APH Amphenol Corp. Class A 1.37% 2,726 $481K New
SHLD Global X Defense Tech ETF 1.33% 7,795 $465K Reduce -44.6%
PM Philip Morris International 1.30% 2,523 $456K Add +31.8%
ET Energy Transfer LP 1.23% 22,580 $432K Reduce -15.8%
CRWD CrowdStrike Holdings Inc. Class A 1.19% 548 $418K Reduce -54.8%
MS Morgan Stanley 1.19% 1,997 $417K New
BE Bloom Energy Corp. Class A 1.12% 1,300 $394K New
JBL Jabil Inc. 1.12% 1,017 $392K Add +28.1%
MU Micron Technology Inc. 1.12% 339 $391K New
NFLX Netflix Inc. 1.09% 5,375 $384K Add +9.9%
CMI Cummins Inc. 1.07% 527 $376K New
JPM JPMorgan Chase & Co. 1.04% 1,115 $365K Add +0.5%
GILD Gilead Sciences Inc. 1.03% 2,866 $362K Add +74.2%
LRCX Lam Research Corp. 1.03% 831 $360K New
RL Ralph Lauren Corp. 1.01% 884 $355K New
COPX Global X Copper Miners ETF 0.99% 4,513 $347K New
GEV GE Vernova Inc. 0.99% 294 $345K New
XEMDX Western Asset Emrg MRKT DBT 0.87% 28,350 $304K Reduce -4.2%
WMB Williams Cos Inc. 0.86% 4,057 $302K New
EQT Eqt Corp. 0.85% 5,586 $297K Reduce -19.6%
C Citigroup Inc. 0.84% 2,110 $295K New
XLE SS Energy Select Sector 0.80% 5,269 $280K Reduce -32.4%
QXO Qxo Inc. 0.80% 16,150 $279K Add +7.6%
NRG NRG Energy Inc. 0.77% 1,857 $271K New
SHOP Shopify Inc. Class A 0.76% 2,347 $268K Add +11.4%
COKE Coca-Cola Consolidated Inc. 0.74% 1,362 $260K New
SLV iShares Silver Trust 0.73% 4,772 $255K Reduce -17.7%
CTVA Corteva Inc. 0.72% 2,962 $251K Add +21.0%
CRWV Coreweave Inc. Class A 0.70% 2,455 $244K New
COIN Coinbase Global Inc. Class A 0.68% 1,623 $237K No change
NEM Newmont Corp. 0.64% 2,407 $225K New
AFL Aflac Inc. 0.64% 1,912 $224K Add +0.5%
IONQ Ionq Inc. 0.62% 4,106 $219K New
UNH Unitedhealth Group Inc. 0.59% 500 $208K New
TWLO Twilio Inc. Class A 0.59% 1,000 $206K New
ETHA iShares Ethereum Trust ETF 0.54% 16,000 $190K Reduce -1.3%
OBDC Blue Owl Capital Corp. 0.43% 13,850 $151K Add +24.3%
INFY Infosys Ltd.-SP ADR 0.34% 11,200 $117K Reduce -23.6%

Portfolio Sells Q1 2026 → Q2 2026
AAPL Apple Inc. Reduce -42.7% 6.27% −5.41
CASY Casey's General Stores Inc. Sold out 0.00% −2.15
SHLD Global X Defense Tech ETF Reduce -44.6% 1.33% −2.13
BABA Alibaba Group Holding-SP ADR Reduce -5.4% 2.50% −1.70
OUNZ Vaneck Merk Gold ETF Sold out 0.00% −1.41
PLTR Palantir Technologies Inc. Class A Reduce -9.4% 1.68% −1.15
NVDA Nvidia Corp. Reduce -5.6% 9.05% −1.12
META Meta Platforms Inc. Class A Reduce -3.3% 3.85% −1.07
GLD SPDR Gold Shares Sold out 0.00% −0.89
GOOG Alphabet Inc. Class C Sold out 0.00% −0.87
XLE SS Energy Select Sector Reduce -32.4% 0.80% −0.86
IAU iShares Gold Trust Sold out 0.00% −0.74
USO United States Oil Fund LP Sold out 0.00% −0.70
EQT Eqt Corp. Reduce -19.6% 0.85% −0.69
SLV iShares Silver Trust Reduce -17.7% 0.73% −0.64
TE T1 Energy Inc. Sold out 0.00% −0.62
ET Energy Transfer LP Reduce -15.8% 1.23% −0.57
TSLA Tesla Inc. Reduce -2.8% 4.33% −0.46
CRWD CrowdStrike Holdings Inc. Class A Reduce -54.8% 1.19% −0.45
INFY Infosys Ltd.-SP ADR Reduce -23.6% 0.34% −0.35
ETHA iShares Ethereum Trust ETF Reduce -1.3% 0.54% −0.35
VUZI Vuzix Corp. Sold out 0.00% −0.28
AMZN Amazon.com Inc. Reduce -5.2% 2.17% −0.26
XEMDX Western Asset Emrg MRKT DBT Reduce -4.2% 0.87% −0.14
BITF Bitfarms Ltd./Canada Sold out 0.00% −0.09
AVGO Broadcom Inc. Reduce -1.8% 1.52% −0.02

Portfolio Buys Q1 2026 → Q2 2026
AMAT Applied Materials Inc. New 1.97% +1.97
KO The Coca-Cola Co. New 1.82% +1.82
PANW Palo Alto Networks Inc. Add +0.7% 3.69% +1.59
STT State Street Corp. New 1.51% +1.51
APH Amphenol Corp. Class A New 1.37% +1.37
MS Morgan Stanley New 1.19% +1.19
BE Bloom Energy Corp. Class A New 1.12% +1.12
MU Micron Technology Inc. New 1.12% +1.12
CMI Cummins Inc. New 1.07% +1.07
LRCX Lam Research Corp. New 1.03% +1.03
RL Ralph Lauren Corp. New 1.01% +1.01
COPX Global X Copper Miners ETF New 0.99% +0.99
GEV GE Vernova Inc. New 0.99% +0.99
WMB Williams Cos Inc. New 0.86% +0.86
C Citigroup Inc. New 0.84% +0.84
NRG NRG Energy Inc. New 0.77% +0.77
CAH Cardinal Health Inc. Add +91.1% 1.74% +0.75
QBTS D-Wave Quantum Inc. Add +0.2% 2.78% +0.75
COKE Coca-Cola Consolidated Inc. New 0.74% +0.74
CRWV Coreweave Inc. Class A New 0.70% +0.70
NEM Newmont Corp. New 0.64% +0.64
IONQ Ionq Inc. New 0.62% +0.62
UNH Unitedhealth Group Inc. New 0.59% +0.59
BNY Bank of New York Mellon Corp. Add +58.1% 1.60% +0.59
TWLO Twilio Inc. Class A New 0.59% +0.59
LLY Eli Lilly & Co. Add +11.2% 3.60% +0.58
GOOGL Alphabet Inc. Class A Add +20.5% 2.26% +0.42
QQQ Invesco QQQ Trust Series 1 Add +3.0% 5.39% +0.40
JBL Jabil Inc. Add +28.1% 1.12% +0.39
GILD Gilead Sciences Inc. Add +74.2% 1.03% +0.24
PM Philip Morris International Add +31.8% 1.30% +0.20
CNP Centerpoint Energy Inc. Add +25.4% 1.46% +0.07
CTVA Corteva Inc. Add +21.0% 0.72% +0.00
OBDC Blue Owl Capital Corp. Add +24.3% 0.43% +0.00
AFL Aflac Inc. Add +0.5% 0.64% −0.08
JPM JPMorgan Chase & Co. Add +0.5% 1.04% −0.09
SHOP Shopify Inc. Class A Add +11.4% 0.76% −0.10
BRK.B Berkshire Hathaway Inc. Class B Add +7.6% 2.25% −0.19
QXO Qxo Inc. Add +7.6% 0.80% −0.22
NFLX Netflix Inc. Add +9.9% 1.09% −0.54
MSFT Microsoft Corp. Add +2.0% 4.82% −0.89

Options Activity Q1 2026 → Q2 2026
AAPL Apple Inc. put Sold out 25 $1Kbefore exit
USO United States Oil Fund LP put Sold out 2 $444before exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 59$35.1MNVDA, AAPL, QQQ, MSFT, TSLA
Q1 2026 47$28.8MAAPL, NVDA, MSFT, QQQ, META
Q4 2025 47$32.3MAAPL, NVDA, MSFT, TSLA, META
Q3 2025 58$42.0MNVDA, MSFT, AAPL, TSLA, BABA
Q2 2025 52$34.7MNVDA, MSFT, AAPL, META, TSLA
Q1 2025 55$33.6MAAPL, MSFT, NVDA, BRK.B, META
Q4 2024 176$229.6MPLTR, AAPL, NVDA, MSFT, SHV
Q3 2024 177$202.2MAAPL, NVDA, MSFT, PLTR, XLK
Q2 2024 172$182.1MMSFT, NVDA, AAPL, XLK, VGSH
Q1 2024 172$179.2MMSFT, AAPL, NVDA, XLK, SHV