LAUREL OAK WEALTH MANAGEMENT, LLC
•CIK: 2111403•Filing: Q4 2025
**LAUREL OAK WEALTH MANAGEMENT, LLC** manages $594M across a diversified portfolio of 361 positions. The fund exhibits a significant allocation to mega-cap technology leaders, notably holding AAPL at $44.3M and NVDA at $27.8M. Further concentration is evident in core growth names such as VUG ($22.0M), AMZN ($17.8M), and GOOGL ($17.7M). This structure suggests a conviction-driven, large-cap growth mandate with established technology exposure.
Total AUM
$593.6M
QoQ Performance
N/A
Positions
228
Top 10 Concentration
35.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL7.5%
NVDA4.7%
VUG3.7%
AMZN3.0%
GOOGL3.0%
MSFT2.6%
SPYV2.5%
IEF2.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other58.1%
Technology23.6%
Consumer5.4%
Financial4.2%
ETF3.3%
Healthcare2.3%
Energy1.1%
Communication0.6%