Laidlaw Wealth Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Laidlaw Wealth Management LLC reported 52 stock positions worth $34.7 million. Its top holding was Nvidia (NVDA) at 10.3% of the portfolio, followed by Microsoft (MSFT, 9.3%) and Apple (AAPL, 7.9%). Compared with Q1 2025, it opened 9 new positions, sold out of 12, added to 11 and reduced 24. The biggest buy was Coinbase Global Class A (COIN, shares +50%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK CITY, NY
- CIK
- 0001800608
- Portfolio Value
- $34.7M (Q2 2025)
- SEC Filing
- 0001800608-25-000003 ↗ filed Aug 13, 2025
Holdings Value
Holdings 52 stocks · $34.7M
| NVDA Nvidia Corp. | 10.29% | 22,598 | $3.6M | Reduce -5.6% |
| MSFT Microsoft Corp. | 9.33% | 6,511 | $3.2M | Reduce -14.3% |
| AAPL Apple Inc. | 7.91% | 13,370 | $2.7M | Reduce -13.7% |
| META Meta Platforms Inc. Class A | 5.07% | 2,385 | $1.8M | Reduce -13.4% |
| TSLA Tesla Inc. | 4.72% | 5,161 | $1.6M | Reduce -10.9% |
| PLTR Palantir Technologies Inc. Class A | 3.61% | 9,199 | $1.3M | Reduce -29.2% |
| FFEB FT Vest US Equity Buffer ETF | 3.18% | 21,074 | $1.1M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 3.12% | 4,928 | $1.1M | Reduce -38.5% |
| BABA Alibaba Group Holding-SP ADR | 3.11% | 9,529 | $1.1M | Reduce -2.1% |
| PANW Palo Alto Networks Inc. | 2.67% | 4,522 | $925K | Reduce -14.1% |
| COST Costco Wholesale Corp. | 2.44% | 856 | $847K | Reduce -8.3% |
| SDVY First Trust Smid Cap Rising | 2.40% | 23,603 | $833K | Reduce -11.2% |
| COIN Coinbase Global Inc. Class A | 2.28% | 2,259 | $792K | Add +50.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.28% | 1,626 | $790K | Reduce -45.5% |
| NFLX Netflix Inc. | 2.09% | 542 | $726K | Reduce -4.9% |
| LLY Eli Lilly & Co. | 2.01% | 895 | $698K | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 2.00% | 3,944 | $695K | Reduce -2.7% |
| XEMDX Western Asset Emrg MRKT DBT | 1.99% | 68,550 | $689K | No change |
| AVGO Broadcom Inc. | 1.67% | 2,100 | $579K | Reduce -50.3% |
| ET Energy Transfer LP | 1.65% | 31,670 | $574K | Add +0.1% |
| JPM JPMorgan Chase & Co. | 1.65% | 1,973 | $572K | Add +6.9% |
| QBTS D-Wave Quantum Inc. | 1.63% | 38,697 | $567K | Reduce -9.4% |
| SLV iShares Silver Trust | 1.58% | 16,722 | $549K | Add +60.9% |
| CASY Casey's General Stores Inc. | 1.55% | 1,056 | $539K | Reduce -5.2% |
| FICO Fair Isaac Corp. | 1.39% | 264 | $483K | Add +55.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.39% | 780 | $482K | New |
| IBIT iShares Bitcoin Trust ETF | 1.30% | 7,355 | $450K | New |
| TDG Transdigm Group Inc. | 1.25% | 286 | $435K | Add +82.2% |
| NEM Newmont Corp. | 1.18% | 7,002 | $408K | Add +9.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.01% | 691 | $352K | Reduce -10.5% |
| GS Goldman Sachs Group Inc. | 0.96% | 473 | $335K | Add +8.7% |
| V Visa Inc. Class A | 0.82% | 797 | $283K | Add +7.3% |
| GBTC Grayscale Bitcoin Trust ETF | 0.82% | 3,335 | $283K | New |
| HD Home Depot Inc. | 0.81% | 771 | $283K | Reduce -1.9% |
| RSPT Invesco S&P 500 Equal Weight | 0.80% | 6,790 | $277K | No change |
| AEE Ameren Corporation | 0.77% | 2,788 | $268K | Add +1.5% |
| MU Micron Technology Inc. | 0.70% | 1,982 | $244K | New |
| SHOP Shopify Inc. Class A | 0.66% | 2,000 | $231K | New |
| ARCC Ares Capital Corp. | 0.65% | 10,325 | $227K | Reduce -2.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.64% | 1,788 | $222K | New |
| RSG Republic Services Inc. | 0.63% | 884 | $218K | New |
| ORLY O'reilly Automotive Inc. | 0.62% | 2,385 | $215K | New |
| GLD SPDR Gold Shares | 0.61% | 694 | $212K | New |
| INFY Infosys Ltd.-SP ADR | 0.60% | 11,200 | $208K | No change |
| AFL Aflac Inc. | 0.58% | 1,902 | $201K | No change |
| NVTS Navitas Semiconductor Corp. | 0.42% | 22,316 | $146K | Add +21.8% |
| RIVN Rivian Automotive Inc. Class A | 0.41% | 10,229 | $141K | No change |
| VUZI Vuzix Corp. | 0.29% | 34,352 | $100K | No change |
| BRLT Brilliant Earth Group Inc. Class A | 0.22% | 55,700 | $77K | Reduce -11.6% |
| TE T1 Energy Inc. | 0.16% | 44,500 | $55K | No change |
| QTEX Qtrex Quantum Ltd. filed as INSPIRA TECHNOLOGIES OXY BHN | 0.03% | 13,500 | $11K | No change |
| BITF Bitfarms Ltd./Canada | 0.03% | 12,600 | $11K | Reduce -16.7% |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -45.5% | 2.28% | −2.45 |
| AAPL Apple Inc. | Reduce -13.7% | 7.91% | −2.33 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −1.89 |
| AMZN Amazon.com Inc. | Reduce -38.5% | 3.12% | −1.42 |
| BAC Bank of America Corp. | Sold out | 0.00% | −1.29 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −1.21 |
| URA Global X Uranium ETF | Sold out | 0.00% | −0.90 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.85 |
| FNOV FT Vest US Equity Buffer ETF | Sold out | 0.00% | −0.75 |
| COPX Global X Copper Miners ETF | Sold out | 0.00% | −0.73 |
| BABA Alibaba Group Holding-SP ADR | Reduce -2.1% | 3.11% | −0.71 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.67 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.64 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.62 |
| AVGO Broadcom Inc. | Reduce -50.3% | 1.67% | −0.44 |
| SDVY First Trust Smid Cap Rising | Reduce -11.2% | 2.40% | −0.25 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 2.01% | −0.19 |
| COST Costco Wholesale Corp. | Reduce -8.3% | 2.44% | −0.19 |
| BRLT Brilliant Earth Group Inc. Class A | Reduce -11.6% | 0.22% | −0.08 |
| NAAS Naas Technology Inc. | Sold out | 0.00% | −0.06 |
| ARCC Ares Capital Corp. | Reduce -2.8% | 0.65% | −0.05 |
| HD Home Depot Inc. | Reduce -1.9% | 0.81% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -14.1% | 2.67% | −0.01 |
| BITF Bitfarms Ltd./Canada | Reduce -16.7% | 0.03% | −0.01 |
| DAMON INC | Sold out | 0.00% | −0.00 |
| FFEB FT Vest US Equity Buffer ETF | Reduce -1.1% | 3.18% | +0.09 |
| CASY Casey's General Stores Inc. | Reduce -5.2% | 1.55% | +0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -2.7% | 2.00% | +0.14 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -10.5% | 1.01% | +0.20 |
| TSLA Tesla Inc. | Reduce -10.9% | 4.72% | +0.26 |
| META Meta Platforms Inc. Class A | Reduce -13.4% | 5.07% | +0.35 |
| PLTR Palantir Technologies Inc. Class A | Reduce -29.2% | 3.61% | +0.35 |
| NFLX Netflix Inc. | Reduce -4.9% | 2.09% | +0.51 |
| QBTS D-Wave Quantum Inc. | Reduce -9.4% | 1.63% | +0.67 |
| MSFT Microsoft Corp. | Reduce -14.3% | 9.33% | +0.84 |
| NVDA Nvidia Corp. | Reduce -5.6% | 10.29% | +2.57 |
Portfolio Buys Q1 2025 → Q2 2025
| COIN Coinbase Global Inc. Class A | Add +50.3% | 2.28% | +1.51 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 1.39% | +1.39 |
| IBIT iShares Bitcoin Trust ETF | New | 1.30% | +1.30 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.82% | +0.82 |
| MU Micron Technology Inc. | New | 0.70% | +0.70 |
| SHOP Shopify Inc. Class A | New | 0.66% | +0.66 |
| DIS The Walt Disney Co. | New | 0.64% | +0.64 |
| RSG Republic Services Inc. | New | 0.63% | +0.63 |
| SLV iShares Silver Trust | Add +60.9% | 1.58% | +0.62 |
| ORLY O'reilly Automotive Inc. | New | 0.62% | +0.62 |
| GLD SPDR Gold Shares | New | 0.61% | +0.61 |
| TDG Transdigm Group Inc. | Add +82.2% | 1.25% | +0.61 |
| FICO Fair Isaac Corp. | Add +55.3% | 1.39% | +0.46 |
| NVTS Navitas Semiconductor Corp. | Add +21.8% | 0.42% | +0.31 |
| JPM JPMorgan Chase & Co. | Add +6.9% | 1.65% | +0.30 |
| GS Goldman Sachs Group Inc. | Add +8.7% | 0.96% | +0.26 |
| NEM Newmont Corp. | Add +9.2% | 1.18% | +0.25 |
| V Visa Inc. Class A | Add +7.3% | 0.82% | +0.04 |
| AEE Ameren Corporation | Add +1.5% | 0.77% | −0.05 |
| ET Energy Transfer LP | Add +0.1% | 1.65% | −0.10 |
Options Activity Q1 2025 → Q2 2025
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 68 | $343Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 59 | $35.1M | NVDA, AAPL, QQQ, MSFT, TSLA |
| Q1 2026 | 47 | $28.8M | AAPL, NVDA, MSFT, QQQ, META |
| Q4 2025 | 47 | $32.3M | AAPL, NVDA, MSFT, TSLA, META |
| Q3 2025 | 58 | $42.0M | NVDA, MSFT, AAPL, TSLA, BABA |
| Q2 2025 | 52 | $34.7M | NVDA, MSFT, AAPL, META, TSLA |
| Q1 2025 | 55 | $33.6M | AAPL, MSFT, NVDA, BRK.B, META |
| Q4 2024 | 176 | $229.6M | PLTR, AAPL, NVDA, MSFT, SHV |
| Q3 2024 | 177 | $202.2M | AAPL, NVDA, MSFT, PLTR, XLK |
| Q2 2024 | 172 | $182.1M | MSFT, NVDA, AAPL, XLK, VGSH |
| Q1 2024 | 172 | $179.2M | MSFT, AAPL, NVDA, XLK, SHV |