LAUREL OAK WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
LAUREL OAK WEALTH MANAGEMENT, LLC disclosed 392 stock positions in a recent SEC 13F filing. $685,840,085 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and VT. This filing represented positions held on June 30, 2026, and was filed yesterday.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:
June 30, 2026No. of Stocks:
392Est. Stock Holding Value:
$685,840,085Top Stock Holdings By Sector
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Portfolio Stock Holdings - LAUREL OAK WEALTH MANAGEMENT, LLC
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