Lauer Wealth Investment Activity in Q2 2026

Lauer Wealth, Llc maintained its substantial position in exchange-traded funds (ETFs) during Q2 2026, with a portfolio valued at $137.97 million as of June 30th.

The investor demonstrated notable buying activity across several ETFs focused on specific sectors and strategies:

• Vanguard Scottsdale FDS (VCIT) saw a significant increase in shares, growing by 359.83% quarter-over-quarter to represent $6.76 million worth of holdings.
• Vanguard Scottsdale FDS (VCSH) experienced a substantial increase, rising by 765.52% to $5.98 million in value.
• MSTR, the ETF for Strategy Inc (Technology sector), increased significantly by 861.34% to $3.79 million, indicating strong confidence in this Technology stock.
• DFLV, part of the Dimensional Fund TRUST complex, was acquired for a total value increase suggesting interest in its specific offerings.
• The investor also added exposure to Vanguard World FD ETF (VGT) and DFAU, another Dimensional Fund TRUST component, showing diversification into broader ETF categories.

Conversely, Lauer Wealth showed significant selling activity on certain holdings:

• Vanguard Scottsdale FDS (VGSH) was substantially reduced by 63.62%.
• Vanguard Scottsdale FDS (VGIT) experienced a sharp decline of -61.82% in its position.
• The investor sold shares of VGT, the Vanguard World FD ETF, which had previously been added.

This quarter also saw adjustments to existing positions and the introduction of new ones:

• EOS Energy Enterprises Inc (EOSE) was sold by -36.38%, while RDW, Redwire Corporation, also within Industrials, decreased by a substantial -46.81%.
• The investor added new positions in several ETFs: VGT (Vanguard World FD), TFLO, and UUUU.
• USFR, WisdomTree TR, increased significantly by 6.51%.

Lauer Wealth's portfolio is heavily concentrated in ETFs, with the top five holdings accounting for approximately half of its total value ($84 million). The largest position remains QQQ, INVESCO QQQ TR.