Laidlaw Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Laidlaw Wealth Management Llc disclosed 59 stock positions valued at approximately $35.06M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and INVESCO QQQ TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 59
- Portfolio Value
- $35.06M
Holdings by Sector
Laidlaw Wealth Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 9.05% | 15,860 | -934 | -5.56% | $3,173,328 |
| APPLE INC | AAPL | Technology | 6.27% | 7,597 | -5,660 | -42.69% | $2,198,342 |
| INVESCO QQQ TR | QQQ | Other | 5.39% | 2,568 | +75 | +3.01% | $1,891,075 |
| MICROSOFT CORP | MSFT | Technology | 4.82% | 4,526 | +88 | +1.98% | $1,688,289 |
| TESLA INC | TSLA | Consumer Cyclical | 4.33% | 3,611 | -104 | -2.80% | $1,518,787 |
| META PLATFORMS INC | META | Communication Services | 3.85% | 2,399 | -81 | -3.27% | $1,351,355 |
| PALO ALTO NETWORKS INC | PANW | Technology | 3.69% | 3,790 | +27 | +0.72% | $1,292,466 |
| ELI LILLY & CO | LLY | Healthcare | 3.60% | 1,052 | +106 | +11.21% | $1,261,800 |
| D-WAVE QUANTUM INC | QBTS | Technology | 2.78% | 40,701 | +80 | +0.20% | $976,417 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 2.50% | 9,122 | -524 | -5.43% | $875,530 |
| ALPHABET INC | GOOGL | Communication Services | 2.26% | 2,217 | +377 | +20.49% | $792,289 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.25% | 1,578 | +112 | +7.64% | $789,615 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.17% | 3,198 | -175 | -5.19% | $762,211 |
| APPLIED MATLS INC | AMAT | Technology | 1.97% | 956 | +956 | +100.00% | $690,891 |
| COCA COLA CO | KO | Consumer Defensive | 1.82% | 7,867 | +7,867 | +100.00% | $639,351 |
| CARDINAL HEALTH INC | CAH | Healthcare | 1.74% | 2,565 | +1,223 | +91.13% | $609,341 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.68% | 5,057 | -526 | -9.42% | $590,000 |
| BANK OF NY MELLON CORP | BK | Financial Services | 1.60% | 3,885 | +1,427 | +58.06% | $561,810 |
| BROADCOM INC | AVGO | Technology | 1.52% | 1,407 | -26 | -1.81% | $531,603 |
| STATE STR CORP | STT | Financial Services | 1.51% | 3,126 | +3,126 | +100.00% | $530,170 |
| CENTERPOINT ENERGY INC | CNP | Utilities | 1.46% | 11,602 | +2,347 | +25.36% | $510,952 |
| AMPHENOL CORP | APH | Technology | 1.37% | 2,726 | +1,130 | +70.80% | $480,648 |
| GLOBAL X FDS | SHLD | Other | 1.33% | 7,795 | -6,267 | -44.57% | $465,439 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 1.30% | 2,523 | +609 | +31.82% | $456,436 |
| ENERGY TRANSFER L P | ET | Energy | 1.23% | 22,580 | -4,250 | -15.84% | $431,730 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.19% | 548 | -664 | -54.79% | $418,201 |
| MORGAN STANLEY | MS | Financial Services | 1.19% | 1,997 | +1,997 | +100.00% | $417,453 |
| BLOOM ENERGY CORP | BE | Industrials | 1.12% | 1,300 | +1,300 | +100.00% | $393,510 |
| JABIL INC | JBL | Technology | 1.12% | 1,017 | +223 | +28.09% | $392,033 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.12% | 339 | +339 | +100.00% | $391,304 |
Showing 30 of 59 holdings in the latest reporting period.