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Laidlaw Wealth Management LLC - Portfolio Stock Holdings

Laidlaw Wealth Management LLC disclosed 67 stock positions in a recent SEC 13F filing. $34,747,642 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and QQQ. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $108,065,823 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

67

Est. Stock Holding Value:

$34,747,642

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Laidlaw Wealth Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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