LAUREL OAK WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
LAUREL OAK WEALTH MANAGEMENT, LLC disclosed 404 stock positions in a recent SEC 13F filing. $712,557,997 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and VT. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,399,270,429 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
404Est. Stock Holding Value:
$712,557,997Top Stock Holdings By Sector
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Portfolio Stock Holdings - LAUREL OAK WEALTH MANAGEMENT, LLC
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