Laidlaw Wealth Management LLC
•CIK: 1800608•Filing: Q4 2025
**Laidlaw Wealth Management LLC** is a focused manager overseeing $32M AUM with a concentrated portfolio of 47 positions. The fund exhibits significant exposure to mega-cap technology names, evidenced by top holdings including AAPL ($3.6M), NVDA ($3.0M), and MSFT ($2.2M). Notable allocations also include substantial positions in TSLA ($1.7M), META ($1.6M), and BABA ($1.5M). This structure suggests a conviction-driven strategy targeting growth leaders across technology and cyclical sectors.
Total AUM
$32.3M
QoQ Performance
-20.3%
Positions
46
Top 10 Concentration
55.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
NVDA
MSFT
TSLA
META
AAPL11.2%
NVDA9.3%
MSFT6.8%
TSLA5.4%
META5.1%
NDQ4.6%
BABA4.6%
QBTS3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.4%
Technology37.1%
Consumer7.9%
Healthcare3.5%
Financial3.0%
Communication2.0%
🚪 Exited Positionssold since Q3 2025
+14 more exited positions
Changes from Q3 2025
NEW8 new positions
↑13 increased
↓19 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023