Laidlaw Wealth Management LLC 13F Holdings · Q2 2026
Laidlaw Wealth Management LLC reported 59 securities worth $35.06M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (9.05%), AAPL (6.27%), QQQ (5.39%). Among its top 25 positions this quarter: 4 new, 11 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $3.2M | 9.05% | 15,860 | Trimmed |
| 2 | AAPL | APPLE INC | $2.2M | 6.27% | 7,597 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $1.9M | 5.39% | 2,568 | Added |
| 4 | MSFT | MICROSOFT CORP | $1.7M | 4.82% | 4,526 | Added |
| 5 | TSLA | TESLA INC | $1.5M | 4.33% | 3,611 | Trimmed |
| 6 | META | META PLATFORMS INC | $1.4M | 3.85% | 2,399 | Trimmed |
| 7 | PANW | PALO ALTO NETWORKS INC | $1.3M | 3.69% | 3,790 | Added |
| 8 | LLY | ELI LILLY & CO | $1.3M | 3.60% | 1,052 | Added |
| 9 | QBTS | D-WAVE QUANTUM INC | $976,417 | 2.78% | 40,701 | Added |
| 10 | BABA | ALIBABA GROUP HLDG LTD | $875,530 | 2.50% | 9,122 | Trimmed |
| 11 | GOOGL | ALPHABET INC | $792,289 | 2.26% | 2,217 | Added |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $789,615 | 2.25% | 1,578 | Added |
| 13 | AMZN | AMAZON COM INC | $762,211 | 2.17% | 3,198 | Trimmed |
| 14 | AMAT | APPLIED MATLS INC | $690,891 | 1.97% | 956 | New |
| 15 | KO | COCA COLA CO | $639,351 | 1.82% | 7,867 | New |
| 16 | CAH | CARDINAL HEALTH INC | $609,341 | 1.74% | 2,565 | Added |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $590,000 | 1.68% | 5,057 | Trimmed |
| 18 | BNY | BANK OF NY MELLON CORP | $561,810 | 1.60% | 3,885 | Added |
| 19 | AVGO | BROADCOM INC | $531,603 | 1.52% | 1,407 | Trimmed |
| 20 | STT | STATE STR CORP | $530,170 | 1.51% | 3,126 | New |
| 21 | CNP | CENTERPOINT ENERGY INC | $510,952 | 1.46% | 11,602 | Added |
| 22 | APH | AMPHENOL CORP | $480,648 | 1.37% | 2,726 | New |
| 23 | SHLD | GLOBAL X FDS | $465,439 | 1.33% | 7,795 | Trimmed |
| 24 | PM | PHILIP MORRIS INTL INC | $456,436 | 1.30% | 2,523 | Added |
| 25 | ET | ENERGY TRANSFER L P | $431,730 | 1.23% | 22,580 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR