Laidlaw Wealth Management LLC In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Laidlaw Wealth Management LLC reported 47 stock positions worth $28.8 million . Its top holding was Apple (AAPL) at 11.7% of the portfolio, followed by Nvidia (NVDA, 10.2% ) and Microsoft (MSFT, 5.7% ). Compared with Q4 2025, it opened 11 new positions, sold out of 11, added to 18 and reduced 15. The biggest buy was a new position in SS Energy Select Sector (XLE) and the biggest sale an exit from iShares MSCI Eurozone ETF (EZU).
Location NEW YORK CITY, NY
CIK 0001800608
Portfolio Value $28.8M (Q1 2026) Holdings 47 stocks · $28.8M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 AAPL Apple Inc. 13,257 $3.4M No change NVDA Nvidia Corp. 16,794 $2.9M Add +4.2% MSFT Microsoft Corp. 4,438 $1.6M Reduce -1.7% QQQ Invesco QQQ Trust Series 1 2,493 $1.4M Add +2.3% META Meta Platforms Inc. Class A 2,480 $1.4M Reduce -0.6% TSLA Tesla Inc. 3,715 $1.4M Reduce -3.8% BABA Alibaba Group Holding-SP ADR 9,646 $1.2M Reduce -4.4% SHLD Global X Defense Tech ETF 14,062 $996K Add +15.8% LLY Eli Lilly & Co. 946 $870K Add +11.6% PLTR Palantir Technologies Inc. Class A 5,583 $817K Add +26.4% BRK.B Berkshire Hathaway Inc. Class B 1,466 $703K Add +9.6% AMZN Amazon.com Inc. 3,373 $702K Add +31.4% CASY Casey's General Stores Inc. 851 $619K Reduce -18.5% PANW Palo Alto Networks Inc. 3,763 $603K Add +22.7% QBTS D-Wave Quantum Inc. 40,621 $586K No change GOOGL Alphabet Inc. Class A 1,840 $529K Reduce -21.6% ET Energy Transfer LP 26,830 $518K Add +28.8% XLE SS Energy Select Sector 7,797 $478K New CRWD CrowdStrike Holdings Inc. Class A 1,212 $473K Add +83.1% NFLX Netflix Inc. 4,890 $470K Add +16.1% AVGO Broadcom Inc. 1,433 $444K Add +1.1% EQT Eqt Corp. 6,951 $442K Add +7.2% OUNZ Vaneck Merk Gold ETF 9,047 $408K New CNP Centerpoint Energy Inc. 9,255 $399K Add +6.5% SLV iShares Silver Trust 5,800 $395K Reduce -59.3% JPM JPMorgan Chase & Co. 1,110 $327K Add +15.6% PM Philip Morris International 1,914 $316K Reduce -19.9% BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 2,458 $292K New QXO Qxo Inc. 15,005 $291K New XEMDX Western Asset Emrg MRKT DBT 29,600 $291K Reduce -51.2% CAH Cardinal Health Inc. 1,342 $284K Reduce -17.8% COIN Coinbase Global Inc. Class A 1,623 $283K Add +58.6% ETHA iShares Ethereum Trust ETF 16,210 $257K Reduce -14.4% GLD SPDR Gold Shares 594 $256K New GOOG Alphabet Inc. Class C 878 $252K Reduce -11.1% SHOP Shopify Inc. Class A 2,107 $250K Reduce -13.9% GILD Gilead Sciences Inc. 1,645 $229K Reduce -13.8% IAU iShares Gold Trust 2,410 $212K New JBL Jabil Inc. 794 $211K Reduce -40.5% AFL Aflac Inc. 1,902 $209K No change CTVA Corteva Inc. 2,448 $205K New USO United States Oil Fund LP 1,585 $202K New INFY Infosys Ltd.-SP ADR 14,650 $198K Add +30.8% TE T1 Energy Inc. 41,000 $180K New OBDC Blue Owl Capital Corp. 11,141 $123K Add +4.7% VUZI Vuzix Corp. 34,352 $79K New BITF Bitfarms Ltd./Canada 12,600 $25K New
Options reported separately and not counted above: AAPL puts ($1K), USO puts ($444).
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ EZU iShares MSCI Eurozone ETF Sold out 0.00% −2.38 SLV iShares Silver Trust Reduce -59.3% 1.37% −1.47 NEM Newmont Corp. Sold out 0.00% −1.22 MSFT Microsoft Corp. Reduce -1.7% 5.70% −1.05 XEMDX Western Asset Emrg MRKT DBT Reduce -51.2% 1.01% −0.99 RACE Ferrari NV Sold out 0.00% −0.97 TDG Transdigm Group Inc. Sold out 0.00% −0.90 GD General Dynamics Corp. Sold out 0.00% −0.87 SPOT Spotify Technology SA Sold out 0.00% −0.80 RL Ralph Lauren Corp. Sold out 0.00% −0.77 COST Costco Wholesale Corp. Sold out 0.00% −0.73 APH Amphenol Corp. Class A Sold out 0.00% −0.67 COKE Coca-Cola Consolidated Inc. Sold out 0.00% −0.63 TSLA Tesla Inc. Reduce -3.8% 4.79% −0.58 GOOGL Alphabet Inc. Class A Reduce -21.6% 1.84% −0.44 ETHA iShares Ethereum Trust ETF Reduce -14.4% 0.89% −0.42 BABA Alibaba Group Holding-SP ADR Reduce -4.4% 4.20% −0.38 SHOP Shopify Inc. Class A Reduce -13.9% 0.87% −0.35 JBL Jabil Inc. Reduce -40.5% 0.73% −0.21 META Meta Platforms Inc. Class A Reduce -0.6% 4.92% −0.17 PM Philip Morris International Reduce -19.9% 1.10% −0.09 GOOG Alphabet Inc. Class C Reduce -11.1% 0.87% −0.09 CAH Cardinal Health Inc. Reduce -17.8% 0.98% −0.05 QTEX Qtrex Quantum Ltd. Sold out 0.00% −0.04 GILD Gilead Sciences Inc. Reduce -13.8% 0.80% +0.07 CASY Casey's General Stores Inc. Reduce -18.5% 2.15% +0.36
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ XLE SS Energy Select Sector New 1.66% +1.66 OUNZ Vaneck Merk Gold ETF New 1.41% +1.41 SHLD Global X Defense Tech ETF Add +15.8% 3.46% +1.02 BNY Bank of New York Mellon Corp. New 1.01% +1.01 QXO Qxo Inc. New 1.01% +1.01 GLD SPDR Gold Shares New 0.89% +0.89 NVDA Nvidia Corp. Add +4.2% 10.17% +0.86 IAU iShares Gold Trust New 0.74% +0.74 ET Energy Transfer LP Add +28.8% 1.80% +0.73 CTVA Corteva Inc. New 0.71% +0.71 USO United States Oil Fund LP New 0.70% +0.70 CRWD CrowdStrike Holdings Inc. Class A Add +83.1% 1.64% +0.68 TE T1 Energy Inc. New 0.62% +0.62 AMZN Amazon.com Inc. Add +31.4% 2.44% +0.60 EQT Eqt Corp. Add +7.2% 1.54% +0.46 NFLX Netflix Inc. Add +16.1% 1.63% +0.41 PLTR Palantir Technologies Inc. Class A Add +26.4% 2.83% +0.40 QQQ Invesco QQQ Trust Series 1 Add +2.3% 4.99% +0.36 BRK.B Berkshire Hathaway Inc. Class B Add +9.6% 2.44% +0.36 CNP Centerpoint Energy Inc. Add +6.5% 1.39% +0.36 PANW Palo Alto Networks Inc. Add +22.7% 2.09% +0.35 VUZI Vuzix Corp. New 0.28% +0.28 COIN Coinbase Global Inc. Class A Add +58.6% 0.98% +0.27 LLY Eli Lilly & Co. Add +11.6% 3.02% +0.20 JPM JPMorgan Chase & Co. Add +15.6% 1.13% +0.18 BITF Bitfarms Ltd./Canada New 0.09% +0.09 INFY Infosys Ltd.-SP ADR Add +30.8% 0.69% +0.07 AVGO Broadcom Inc. Add +1.1% 1.54% +0.02 OBDC Blue Owl Capital Corp. Add +4.7% 0.43% +0.02
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ AAPL Apple Inc. put New 25 $1K USO United States Oil Fund LP put New 2 $444 QQQ Invesco QQQ Trust Series 1 put Sold out 15 $206before 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