Laidlaw Wealth Management LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Laidlaw Wealth Management LLC reported 58 stock positions worth $42.0 million. Its top holding was Nvidia (NVDA) at 9.1% of the portfolio, followed by Microsoft (MSFT, 8.2%) and Apple (AAPL, 8.1%). Compared with Q2 2025, it opened 15 new positions, sold out of 9, added to 13 and reduced 23. The biggest buy was a new position in Invesco QQQ Trust Series 1 (QQQ) and the biggest sale Coinbase Global Class A (COIN, shares −55%).

Most Recent 13F
Q2 2026
Location
NEW YORK CITY, NY
CIK
0001800608
Portfolio Value
$42.0M (Q3 2025)
SEC Filing
0001800608-25-000006 ↗ filed Nov 14, 2025

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 $42.0M Q3 2025 Q4 2025: $32.3M Q4 2025 Q1 2026: $28.8M Q1 2026 Q2 2026: $35.1M Q2 2026

Holdings 58 stocks · $42.0M
NVDA Nvidia Corp. 9.14% 20,565 $3.8M Reduce -9.0%
MSFT Microsoft Corp. 8.18% 6,623 $3.4M Add +1.7%
AAPL Apple Inc. 8.14% 13,405 $3.4M Add +0.3%
TSLA Tesla Inc. 4.41% 4,165 $1.9M Reduce -19.3%
BABA Alibaba Group Holding-SP ADR 4.05% 9,509 $1.7M Reduce -0.2%
META Meta Platforms Inc. Class A 4.00% 2,285 $1.7M Reduce -4.2%
QQQ Invesco QQQ Trust Series 1 3.35% 2,343 $1.4M New
PLTR Palantir Technologies Inc. Class A 3.00% 6,892 $1.3M Reduce -25.1%
FFEB FT Vest US Equity Buffer ETF 2.72% 20,722 $1.1M Reduce -1.7%
SHLD Global X Defense Tech ETF 2.68% 15,991 $1.1M New
AMZN Amazon.com Inc. 2.65% 5,073 $1.1M Add +2.9%
GLD SPDR Gold Shares 2.63% 3,106 $1.1M Add +347.6%
PANW Palo Alto Networks Inc. 2.48% 5,105 $1.0M Add +12.9%
QBTS D-Wave Quantum Inc. 2.30% 39,113 $966K Add +1.1%
SDVY First Trust Smid Cap Rising 2.08% 22,946 $872K Reduce -2.8%
SLV iShares Silver Trust 2.05% 20,302 $860K Add +21.4%
COST Costco Wholesale Corp. 1.97% 894 $828K Add +4.4%
GOOGL Alphabet Inc. Class A 1.90% 3,276 $796K Reduce -16.9%
BRK.B Berkshire Hathaway Inc. Class B 1.87% 1,562 $785K Reduce -3.9%
NFLX Netflix Inc. 1.74% 609 $730K Add +12.4%
EZU iShares MSCI Eurozone ETF 1.64% 11,125 $689K New
LLY Eli Lilly & Co. 1.54% 848 $647K Reduce -5.3%
XEMDX Western Asset Emrg MRKT DBT 1.49% 60,700 $626K Reduce -11.4%
CRWD CrowdStrike Holdings Inc. Class A 1.47% 1,256 $616K Add +81.8%
JPM JPMorgan Chase & Co. 1.42% 1,887 $595K Reduce -4.4%
CASY Casey's General Stores Inc. 1.41% 1,044 $590K Reduce -1.1%
NEM Newmont Corp. 1.38% 6,892 $581K Reduce -1.6%
ET Energy Transfer LP 1.30% 31,670 $543K No change
SPY SS SPDR S&P 500 ETF Trust-US 1.24% 778 $518K Reduce -0.3%
AVGO Broadcom Inc. 1.10% 1,398 $461K Reduce -33.4%
TDG Transdigm Group Inc. 0.92% 293 $386K Add +2.5%
COIN Coinbase Global Inc. Class A 0.82% 1,023 $345K Reduce -54.7%
SHOP Shopify Inc. Class A 0.80% 2,267 $337K Add +13.3%
GBTC Grayscale Bitcoin Trust ETF 0.79% 3,695 $332K Add +10.8%
PM Philip Morris International 0.78% 2,007 $326K New
APH Amphenol Corp. Class A 0.73% 2,481 $307K New
HD Home Depot Inc. 0.73% 751 $304K Reduce -2.6%
FICO Fair Isaac Corp. 0.71% 199 $298K Reduce -24.6%
GS Goldman Sachs Group Inc. 0.67% 353 $281K Reduce -25.4%
GD General Dynamics Corp. 0.66% 808 $276K New
EQT Eqt Corp. 0.62% 4,767 $259K New
JBL Jabil Inc. 0.61% 1,169 $254K New
MU Micron Technology Inc. 0.60% 1,500 $251K Reduce -24.3%
GOOG Alphabet Inc. Class C 0.60% 1,028 $250K New
CNP Centerpoint Energy Inc. 0.60% 6,444 $250K New
PPLT Abrdn Physical Platinum SHRS 0.58% 1,694 $242K New
FAUG FT Vest U.S. Equity Buffer E 0.52% 4,175 $217K New
AFL Aflac Inc. 0.51% 1,902 $212K No change
TSCO Tractor Supply Company 0.48% 3,523 $200K New
INFY Infosys Ltd.-SP ADR 0.43% 11,200 $182K No change
NVTS Navitas Semiconductor Corp. 0.38% 22,316 $161K No change
VUZI Vuzix Corp. 0.26% 34,352 $108K No change
TE T1 Energy Inc. 0.22% 42,500 $93K Reduce -4.5%
MSOS Advisorshares Pure US Cann 0.21% 18,335 $88K New
NAAS Naas Technology Inc.-ADR 0.18% 20,915 $77K New
BRLT Brilliant Earth Group Inc. Class A 0.16% 31,500 $65K Reduce -43.5%
BITF Bitfarms Ltd./Canada 0.08% 12,600 $36K No change
QTEX Qtrex Quantum Ltd. filed as INSPIRA TECHNOLOGIES OXY BHN 0.04% 13,500 $17K No change

Options reported separately and not counted above: QQQ puts ($27K).

Portfolio Sells Q2 2025 → Q3 2025
COIN Coinbase Global Inc. Class A Reduce -54.7% 0.82% −1.46
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −1.30
NVDA Nvidia Corp. Reduce -9.0% 9.14% −1.14
META Meta Platforms Inc. Class A Reduce -4.2% 4.00% −1.07
V Visa Inc. Class A Sold out 0.00% −0.82
RSPT Invesco S&P 500 Equal Weight Sold out 0.00% −0.80
AEE Ameren Corporation Sold out 0.00% −0.77
FICO Fair Isaac Corp. Reduce -24.6% 0.71% −0.68
ARCC Ares Capital Corp. Sold out 0.00% −0.65
DIS The Walt Disney Co. Sold out 0.00% −0.64
RSG Republic Services Inc. Sold out 0.00% −0.63
ORLY O'reilly Automotive Inc. Sold out 0.00% −0.62
PLTR Palantir Technologies Inc. Class A Reduce -25.1% 3.00% −0.62
AVGO Broadcom Inc. Reduce -33.4% 1.10% −0.57
XEMDX Western Asset Emrg MRKT DBT Reduce -11.4% 1.49% −0.49
LLY Eli Lilly & Co. Reduce -5.3% 1.54% −0.47
FFEB FT Vest US Equity Buffer ETF Reduce -1.7% 2.72% −0.46
RIVN Rivian Automotive Inc. Class A Sold out 0.00% −0.41
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.9% 1.87% −0.40
SDVY First Trust Smid Cap Rising Reduce -2.8% 2.08% −0.32
TSLA Tesla Inc. Reduce -19.3% 4.41% −0.31
GS Goldman Sachs Group Inc. Reduce -25.4% 0.67% −0.29
JPM JPMorgan Chase & Co. Reduce -4.4% 1.42% −0.23
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.3% 1.24% −0.15
CASY Casey's General Stores Inc. Reduce -1.1% 1.41% −0.15
MU Micron Technology Inc. Reduce -24.3% 0.60% −0.11
GOOGL Alphabet Inc. Class A Reduce -16.9% 1.90% −0.10
HD Home Depot Inc. Reduce -2.6% 0.73% −0.09
BRLT Brilliant Earth Group Inc. Class A Reduce -43.5% 0.16% −0.07
TE T1 Energy Inc. Reduce -4.5% 0.22% +0.06
NEM Newmont Corp. Reduce -1.6% 1.38% +0.21
BABA Alibaba Group Holding-SP ADR Reduce -0.2% 4.05% +0.94

Portfolio Buys Q2 2025 → Q3 2025
QQQ Invesco QQQ Trust Series 1 New 3.35% +3.35
SHLD Global X Defense Tech ETF New 2.68% +2.68
GLD SPDR Gold Shares Add +347.6% 2.63% +2.02
EZU iShares MSCI Eurozone ETF New 1.64% +1.64
PM Philip Morris International New 0.78% +0.78
APH Amphenol Corp. Class A New 0.73% +0.73
QBTS D-Wave Quantum Inc. Add +1.1% 2.30% +0.67
GD General Dynamics Corp. New 0.66% +0.66
EQT Eqt Corp. New 0.62% +0.62
JBL Jabil Inc. New 0.61% +0.61
GOOG Alphabet Inc. Class C New 0.60% +0.60
CNP Centerpoint Energy Inc. New 0.60% +0.60
PPLT Abrdn Physical Platinum SHRS New 0.58% +0.58
FAUG FT Vest U.S. Equity Buffer E New 0.52% +0.52
TSCO Tractor Supply Company New 0.48% +0.48
SLV iShares Silver Trust Add +21.4% 2.05% +0.47
CRWD CrowdStrike Holdings Inc. Class A Add +81.8% 1.47% +0.45
AAPL Apple Inc. Add +0.3% 8.14% +0.23
MSOS Advisorshares Pure US Cann New 0.21% +0.21
NAAS Naas Technology Inc.-ADR New 0.18% +0.18
SHOP Shopify Inc. Class A Add +13.3% 0.80% +0.14
GBTC Grayscale Bitcoin Trust ETF Add +10.8% 0.79% −0.02
PANW Palo Alto Networks Inc. Add +12.9% 2.48% −0.19
TDG Transdigm Group Inc. Add +2.5% 0.92% −0.33
NFLX Netflix Inc. Add +12.4% 1.74% −0.35
AMZN Amazon.com Inc. Add +2.9% 2.65% −0.46
COST Costco Wholesale Corp. Add +4.4% 1.97% −0.47
MSFT Microsoft Corp. Add +1.7% 8.18% −1.16

Options Activity Q2 2025 → Q3 2025
QQQ Invesco QQQ Trust Series 1 put New 68 $27K

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