Laurel Oak Wealth Management
Laurel Oak Wealth Management reported 379 stocks worth $713M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are AAPL (7.8%), NVDA (4.6%) and VT (4.1%). Compared with Q2 2026, the fund opened new positions in XOM and TEVA, added to NVDA, VT and AMZN, trimmed AAPL, GOOGL and VUG and sold out of XOM, MINT and BIL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $55.2M | 7.8% | 166K | −2,055 (−1%) | 4 of 4 | |
| 2 |  NVDA Nvidia Corporation | $32.7M | 4.6% | 143K | +1,611 (+1%) | 4 of 4 | |
| 3 |  VT Vanguard Total World | $29.3M | 4.1% | 186K | +6,689 (+4%) | 4 of 4 | |
| 4 |  AMZN Amazon Com Inc | $20.3M | 2.9% | 82K | +1,428 (+2%) | 4 of 4 | |
| 5 |  GOOGL Alphabet Inc | $20.1M | 2.8% | 59K | −126 (−0%) | 4 of 4 | |
| 6 |  VUG Vanguard Index Fds | $19.4M | 2.7% | 215K | −600 (−0%) | 4 of 4 | |
| 7 |  MSFT Microsoft Corp | $18.1M | 2.5% | 35K | +1,865 (+6%) | 4 of 4 | |
| 8 |  HEGD Listed Fds TR | $18.1M | 2.5% | 675K | +44K (+7%) | 4 of 4 | |
| 9 |  DIVO Amplify ETF TR | $14.1M | 2.0% | 303K | +20K (+7%) | 4 of 4 | |
| 10 |  JPM Jpmorgan Chase & Co. | $14M | 2.0% | 42K | +1,228 (+3%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $3.7M | 27K |
TEVA PHARMACEUTICAL INDS LTD | $1.2M | 36K |
 MINT Pimco ETF TR | $778K | 7,720 |
 BIL ST Stert Spdr Blmbg 1 3 | $566K | 6,180 |
 URI United Rentals Inc | $365K | 322 |
🔒 Free account: see all 30.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Laurel Oak Wealth Management 13F FAQ
What does Laurel Oak Wealth Management own?
Laurel Oak Wealth Management reported 379 stocks worth $713M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are AAPL (7.8%), NVDA (4.6%) and VT (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did Laurel Oak Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 27 new positions, 165 added to, 140 trimmed and 31 sold out. New positions include XOM and TEVA. It sold all of XOM, MINT and BIL.
When will Laurel Oak Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Laurel Oak Wealth Management's portfolio worth?
The Q3 2026 filing reports $713M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.