Laidlaw Wealth Management LLC

13F filer · CIK 0001800608

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$35.1MU.S. long equity reported on 13F

Positions5720 new · 8 closed

Net flow last quarter+$3.12MBuys minus sells

Top 10 positions weight46.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202657 positions
NVDANvidia Corp	$3.17M	9.05%	0.00%	-5.6%	Q1 2020
AAPLApple Inc.	$2.2M	6.27%	0.00%	-42.7%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$1.89M	5.39%	Not reported	+3.0%	Q1 2020
MSFTMicrosoft Corp	$1.69M	4.82%	0.00%	+2.0%	Q1 2020
TSLATesla, Inc.	$1.52M	4.33%	0.00%	-2.8%	Q2 2022
METAMeta Platforms, Inc.	$1.35M	3.85%	Not reported	-3.3%	Q1 2020
PANWPalo Alto Networks Inc	$1.29M	3.69%	0.00%	+0.7%	Q2 2022
LLYELI LILLY & Co	$1.26M	3.60%	0.00%	+11.2%	Q2 2022
QBTSD-Wave Quantum Inc.	$976K	2.78%	0.01%	+0.2%	Q3 2023
BABAAlibaba Group Holding Ltd	$876K	2.50%	0.00%	-5.4%	Q1 2020
GOOGLAlphabet Inc.	$792K	2.26%	0.00%	+20.5%	Q1 2020
BRK.BBerkshire Hathaway Inc	$790K	2.25%	Not reported	+7.6%	Q1 2020
AMZNAmazon Com Inc	$762K	2.17%	0.00%	-5.2%	Q1 2020
AMATApplied Materials Inc	$691K	1.97%	0.00%	Not reported	Q2 2022
KOCoca Cola Co	$639K	1.82%	0.00%	Not reported	Q1 2020
CAHCardinal Health Inc	$609K	1.74%	0.00%	+91.1%	Q3 2023
PLTRPalantir Technologies Inc.	$590K	1.68%	0.00%	-9.4%	Q2 2022
BNYBank of New York Mellon Corp	$562K	1.60%	0.00%	+58.1%	Q1 2026
AVGOBroadcom Inc.	$532K	1.52%	0.00%	-1.8%	Q1 2020
STTState Street Corp	$530K	1.51%	0.00%	New	Q2 2026
CNPCenterpoint Energy Inc	$511K	1.46%	0.00%	+25.4%	Q3 2025
APHAmphenol Corp	$481K	1.37%	0.00%	Not reported	Q2 2024
SHLDSears Holdings Corp	$465K	1.33%	0.01%	-44.6%	Q3 2025
PMPhilip Morris International Inc.	$456K	1.30%	0.00%	+31.8%	Q1 2020
ETEnergy Transfer LP	$432K	1.23%	0.00%	-15.8%	Q1 2023
CRWDCrowdStrike Holdings, Inc.	$418K	1.19%	0.00%	-54.8%	Q2 2022
MSMorgan Stanley	$417K	1.19%	0.00%	Not reported	Q2 2022
BEBloom Energy Corp	$394K	1.12%	0.00%	New	Q2 2026
JBLJabil Inc	$392K	1.12%	0.00%	+28.1%	Q3 2025
MUMicron Technology Inc	$391K	1.12%	0.00%	Not reported	Q2 2022
NFLXNetflix Inc	$384K	1.09%	0.00%	+9.9%	Q2 2022
CMICummins Inc	$376K	1.07%	0.00%	New	Q2 2026
JPMJPMorgan Chase & Co	$365K	1.04%	0.00%	+0.5%	Q1 2020
GILDGilead Sciences, Inc.	$362K	1.03%	0.00%	+74.2%	Q1 2020
LRCXLam Research Corp	$360K	1.03%	0.00%	Not reported	Q2 2024
RLRalph Lauren Corp	$355K	1.01%	Not reported	Not reported	Q4 2025
GEVGE Vernova Inc.	$345K	0.99%	0.00%	Not reported	Q2 2024
EMDWestern Asset Emerging Markets Debt Fund Inc.	$304K	0.87%	Not reported	-4.2%	Q4 2023
WMBWilliams Companies, Inc.	$302K	0.86%	0.00%	New	Q2 2026
EQTEQT Corp	$297K	0.85%	0.00%	-19.6%	Q3 2023
CCitigroup Inc	$295K	0.84%	0.00%	Not reported	Q2 2022
QXOQXO, Inc.	$279K	0.80%	0.00%	+7.6%	Q1 2026
NRGNRG Energy, Inc.	$271K	0.77%	0.00%	New	Q2 2026
SHOPShopify Inc.	$268K	0.76%	0.00%	+11.4%	Q1 2023
COKECoca-Cola Consolidated, Inc.	$260K	0.74%	0.00%	Not reported	Q4 2025
SLViShares Silver Trust	$255K	0.73%	0.00%	-17.7%	Q2 2022
CTVACorteva, Inc.	$251K	0.72%	0.00%	+21.0%	Q2 2022
CRWVCoreWeave, Inc.	$244K	0.70%	Not reported	New	Q2 2026
COINCoinbase Global, Inc.	$237K	0.68%	0.00%	Not reported	Q4 2023
NEMNEWMONT Corp	$225K	0.64%	0.00%	Not reported	Q2 2022

Q1 2026Reported May 6, 202645 positions
AAPLApple Inc.	$3.36M	11.68%	0.00%	Not reported	Q1 2020
NVDANvidia Corp	$2.93M	10.17%	0.00%	+4.2%	Q1 2020
MSFTMicrosoft Corp	$1.64M	5.70%	0.00%	-1.7%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$1.44M	4.99%	Not reported	+2.3%	Q1 2020
METAMeta Platforms, Inc.	$1.42M	4.92%	Not reported	-0.6%	Q1 2020
TSLATesla, Inc.	$1.38M	4.79%	0.00%	-3.8%	Q2 2022
BABAAlibaba Group Holding Ltd	$1.21M	4.20%	0.00%	-4.4%	Q1 2020
SHLDSears Holdings Corp	$996K	3.46%	0.01%	+15.8%	Q3 2025
LLYELI LILLY & Co	$870K	3.02%	0.00%	+11.6%	Q2 2022
PLTRPalantir Technologies Inc.	$817K	2.83%	0.00%	+26.4%	Q2 2022
BRK.BBerkshire Hathaway Inc	$703K	2.44%	Not reported	+9.6%	Q1 2020
AMZNAmazon Com Inc	$702K	2.44%	0.00%	+31.4%	Q1 2020
CASYCaseys General Stores Inc	$619K	2.15%	0.00%	-18.5%	Q1 2024
PANWPalo Alto Networks Inc	$603K	2.09%	0.00%	+22.7%	Q2 2022
QBTSD-Wave Quantum Inc.	$586K	2.03%	0.01%	Not reported	Q3 2023
GOOGLAlphabet Inc.	$529K	1.84%	0.00%	-21.6%	Q1 2020
ETEnergy Transfer LP	$518K	1.80%	0.00%	+28.8%	Q1 2023
CRWDCrowdStrike Holdings, Inc.	$473K	1.64%	0.00%	+83.1%	Q2 2022
NFLXNetflix Inc	$470K	1.63%	0.00%	+16.2%	Q2 2022
AVGOBroadcom Inc.	$444K	1.54%	0.00%	+1.1%	Q1 2020
EQTEQT Corp	$442K	1.54%	0.00%	+7.2%	Q3 2023
OUNZVanEck Merk Gold ETF	$408K	1.41%	0.01%	New	Q1 2026
CNPCenterpoint Energy Inc	$399K	1.39%	0.00%	+6.5%	Q3 2025
SLViShares Silver Trust	$395K	1.37%	0.00%	-59.3%	Q2 2022
JPMJPMorgan Chase & Co	$327K	1.13%	0.00%	+15.6%	Q1 2020
PMPhilip Morris International Inc.	$316K	1.10%	0.00%	-19.9%	Q1 2020
BNYBank of New York Mellon Corp	$292K	1.01%	0.00%	New	Q1 2026
QXOQXO, Inc.	$291K	1.01%	0.00%	New	Q1 2026
EMDWestern Asset Emerging Markets Debt Fund Inc.	$291K	1.01%	Not reported	-51.2%	Q4 2023
CAHCardinal Health Inc	$284K	0.98%	0.00%	-17.8%	Q3 2023
COINCoinbase Global, Inc.	$283K	0.98%	0.00%	+58.7%	Q4 2023
ETHAiShares Ethereum Trust ETF	$257K	0.89%	0.00%	-14.4%	Q4 2025
GLDSPDR Gold Trust	$256K	0.89%	0.00%	Not reported	Q1 2020
GOOGAlphabet Inc.	$252K	0.87%	Not reported	-11.1%	Q1 2020
SHOPShopify Inc.	$250K	0.87%	0.00%	-13.9%	Q1 2023
GILDGilead Sciences, Inc.	$229K	0.80%	0.00%	-13.8%	Q1 2020
IAUIshares Gold Trust	$212K	0.74%	0.00%	Not reported	Q1 2020
JBLJabil Inc	$211K	0.73%	0.00%	-40.5%	Q3 2025
AFLAflac Inc	$209K	0.72%	0.00%	Not reported	Q2 2022
CTVACorteva, Inc.	$205K	0.71%	0.00%	Not reported	Q2 2022
USOUnited States Oil Fund, LP	$202K	0.70%	0.01%	New	Q1 2026
INFYInfosys Ltd	$198K	0.69%	0.00%	+30.8%	Q1 2023
TET1 Energy Inc.	$180K	0.62%	0.01%	Not reported	Q1 2024
OBDCBlue Owl Capital Corp	$123K	0.43%	0.00%	+4.7%	Q4 2025
VUZIVuzix Corp	$79.4K	0.28%	0.04%	Not reported	Q1 2025
Q4 2025Reported Feb 17, 202646 positions
AAPLApple Inc.	$3.6M	11.16%	0.00%	-1.1%	Q1 2020
NVDANvidia Corp	$3.01M	9.30%	0.00%	-21.6%	Q1 2020
MSFTMicrosoft Corp	$2.18M	6.76%	0.00%	-31.9%	Q1 2020
TSLATesla, Inc.	$1.74M	5.37%	0.00%	-7.3%	Q2 2022
METAMeta Platforms, Inc.	$1.65M	5.10%	Not reported	+9.2%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$1.5M	4.63%	Not reported	+4.0%	Q1 2020
BABAAlibaba Group Holding Ltd	$1.48M	4.58%	0.00%	+6.1%	Q1 2020
QBTSD-Wave Quantum Inc.	$1.06M	3.29%	0.01%	+3.9%	Q3 2023
SLViShares Silver Trust	$919K	2.84%	0.00%	-29.8%	Q2 2022
LLYELI LILLY & Co	$911K	2.82%	0.00%	Not reported	Q2 2022
SHLDSears Holdings Corp	$787K	2.44%	0.01%	-24.0%	Q3 2025
PLTRPalantir Technologies Inc.	$785K	2.43%	0.00%	-35.9%	Q2 2022
GOOGLAlphabet Inc.	$734K	2.27%	0.00%	-28.4%	Q1 2020
BRK.BBerkshire Hathaway Inc	$673K	2.08%	Not reported	-14.3%	Q1 2020
EMDWestern Asset Emerging Markets Debt Fund Inc.	$645K	2.00%	Not reported	Not reported	Q4 2023
AMZNAmazon Com Inc	$593K	1.83%	0.00%	-49.4%	Q1 2020
CASYCaseys General Stores Inc	$577K	1.79%	0.00%	Not reported	Q1 2024
PANWPalo Alto Networks Inc	$565K	1.75%	0.00%	-39.9%	Q2 2022
AVGOBroadcom Inc.	$491K	1.52%	0.00%	+1.4%	Q1 2020
ETHAiShares Ethereum Trust ETF	$425K	1.31%	0.00%	New	Q4 2025
NFLXNetflix Inc	$395K	1.22%	0.00%	-30.9%	Q2 2022
SHOPShopify Inc.	$394K	1.22%	0.00%	+7.9%	Q1 2023
NEMNEWMONT Corp	$394K	1.22%	0.00%	-42.8%	Q2 2022
PMPhilip Morris International Inc.	$383K	1.19%	0.00%	+19.0%	Q1 2020
EQTEQT Corp	$348K	1.08%	0.00%	+36.0%	Q3 2023
ETEnergy Transfer LP	$343K	1.06%	0.00%	-34.2%	Q1 2023
CAHCardinal Health Inc	$335K	1.04%	0.00%	Not reported	Q3 2023
CNPCenterpoint Energy Inc	$333K	1.03%	0.00%	+34.9%	Q3 2025
RACEFerrari N.V.	$312K	0.97%	0.00%	New	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$310K	0.96%	0.00%	-47.3%	Q2 2022
GOOGAlphabet Inc.	$310K	0.96%	Not reported	-3.9%	Q1 2020
JPMJPMorgan Chase & Co	$309K	0.96%	0.00%	-49.1%	Q1 2020
JBLJabil Inc	$304K	0.94%	0.00%	+14.2%	Q3 2025
TDGTransDigm Group INC	$290K	0.90%	0.00%	-25.6%	Q1 2025
GDGeneral Dynamics Corp	$280K	0.87%	0.00%	+3.1%	Q3 2025
SPOTSpotify Technology S.A.	$258K	0.80%	0.00%	New	Q4 2025
RLRalph Lauren Corp	$249K	0.77%	Not reported	New	Q4 2025
COSTCostco Wholesale Corp	$235K	0.73%	0.00%	-69.6%	Q1 2020
GILDGilead Sciences, Inc.	$234K	0.72%	0.00%	Not reported	Q1 2020
COINCoinbase Global, Inc.	$231K	0.72%	0.00%	Not reported	Q4 2023
APHAmphenol Corp	$216K	0.67%	0.00%	-35.7%	Q2 2024
AFLAflac Inc	$210K	0.65%	0.00%	Not reported	Q2 2022
COKECoca-Cola Consolidated, Inc.	$205K	0.63%	0.00%	New	Q4 2025
INFYInfosys Ltd	$200K	0.62%	0.00%	Not reported	Q1 2023
OBDCBlue Owl Capital Corp	$132K	0.41%	0.00%	New	Q4 2025
QTEXQTREX Quantum Ltd.	$12.2K	0.04%	0.04%	Not reported	Q2 2024
Q3 2025Reported Nov 14, 202552 positions
NVDANvidia Corp	$3.84M	9.14%	0.00%	-9.0%	Q1 2020
MSFTMicrosoft Corp	$3.43M	8.17%	0.00%	+1.7%	Q1 2020
AAPLApple Inc.	$3.41M	8.13%	0.00%	+0.3%	Q1 2020
TSLATesla, Inc.	$1.85M	4.41%	0.00%	-19.3%	Q2 2022
BABAAlibaba Group Holding Ltd	$1.7M	4.05%	0.00%	-0.2%	Q1 2020
METAMeta Platforms, Inc.	$1.68M	4.00%	Not reported	-4.2%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$1.41M	3.35%	Not reported	Not reported	Q1 2020
PLTRPalantir Technologies Inc.	$1.26M	2.99%	0.00%	-25.1%	Q2 2022
SHLDSears Holdings Corp	$1.12M	2.68%	0.01%	New	Q3 2025
AMZNAmazon Com Inc	$1.11M	2.65%	0.00%	+2.9%	Q1 2020
GLDSPDR Gold Trust	$1.1M	2.63%	0.00%	+347.6%	Q1 2020
PANWPalo Alto Networks Inc	$1.04M	2.48%	0.00%	+12.9%	Q2 2022
QBTSD-Wave Quantum Inc.	$966K	2.30%	0.01%	+1.1%	Q3 2023
SLViShares Silver Trust	$860K	2.05%	0.00%	+21.4%	Q2 2022
COSTCostco Wholesale Corp	$828K	1.97%	0.00%	+4.4%	Q1 2020
GOOGLAlphabet Inc.	$796K	1.90%	0.00%	-16.9%	Q1 2020
BRK.BBerkshire Hathaway Inc	$785K	1.87%	Not reported	-3.9%	Q1 2020
NFLXNetflix Inc	$730K	1.74%	0.00%	+12.4%	Q2 2022
LLYELI LILLY & Co	$647K	1.54%	0.00%	-5.3%	Q2 2022
EMDWestern Asset Emerging Markets Debt Fund Inc.	$626K	1.49%	Not reported	-11.5%	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$616K	1.47%	0.00%	+81.8%	Q2 2022
JPMJPMorgan Chase & Co	$595K	1.42%	0.00%	-4.4%	Q1 2020
CASYCaseys General Stores Inc	$590K	1.41%	0.00%	-1.1%	Q1 2024
NEMNEWMONT Corp	$581K	1.38%	0.00%	-1.6%	Q2 2022
ETEnergy Transfer LP	$543K	1.29%	0.00%	Not reported	Q1 2023
SPYSPDR S&P 500 ETF Trust	$518K	1.23%	Not reported	-0.3%	Q2 2022
AVGOBroadcom Inc.	$461K	1.10%	0.00%	-33.4%	Q1 2020
TDGTransDigm Group INC	$386K	0.92%	0.00%	+2.5%	Q1 2025
COINCoinbase Global, Inc.	$345K	0.82%	0.00%	-54.7%	Q4 2023
SHOPShopify Inc.	$337K	0.80%	0.00%	+13.4%	Q1 2023
GBTCGrayscale Bitcoin Trust ETF	$332K	0.79%	0.00%	+10.8%	Q1 2024
PMPhilip Morris International Inc.	$326K	0.78%	0.00%	Not reported	Q1 2020
APHAmphenol Corp	$307K	0.73%	0.00%	Not reported	Q2 2024
HDHome Depot, Inc.	$304K	0.72%	0.00%	-2.6%	Q1 2020
FICOFair Isaac Corp	$298K	0.71%	0.00%	-24.6%	Q3 2023
GSGoldman Sachs Group Inc	$281K	0.67%	0.00%	-25.4%	Q1 2020
GDGeneral Dynamics Corp	$276K	0.66%	0.00%	New	Q3 2025
EQTEQT Corp	$259K	0.62%	0.00%	Not reported	Q3 2023
JBLJabil Inc	$254K	0.60%	0.00%	New	Q3 2025
MUMicron Technology Inc	$251K	0.60%	0.00%	-24.3%	Q2 2022
GOOGAlphabet Inc.	$250K	0.60%	Not reported	Not reported	Q1 2020
CNPCenterpoint Energy Inc	$250K	0.60%	0.00%	New	Q3 2025
PPLTabrdn Platinum ETF Trust	$242K	0.58%	0.01%	New	Q3 2025
AFLAflac Inc	$212K	0.51%	0.00%	Not reported	Q2 2022
TSCOTractor Supply Co	$200K	0.48%	0.00%	Not reported	Q1 2024
INFYInfosys Ltd	$182K	0.43%	0.00%	Not reported	Q1 2023
NVTSNavitas Semiconductor Corp	$161K	0.38%	0.01%	Not reported	Q2 2022
VUZIVuzix Corp	$108K	0.26%	0.04%	Not reported	Q1 2025
TET1 Energy Inc.	$92.7K	0.22%	0.03%	-4.5%	Q1 2024
NAASNaaS Technology Inc.	$77.2K	0.18%	29.61%	Not reported	Q1 2023

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