Lauer Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists a total of 94 holdings.
The portfolio is dominated by large-cap technology and exchange-traded fund (ETF) positions. Advanced Micro Devices Inc. is the largest individual holding, with 1,054 shares. Other significant technology positions include Apple Inc. (2,386 shares), Microsoft Corp. (3,464 shares combined), and NVIDIA Corp. (12,854 shares). The firm also holds substantial positions in Palantir Technologies Inc. (8,335 shares) and Meta Platforms Inc. (1,418 shares).
A significant portion of the portfolio is allocated to ETFs. The firm holds 26,035 shares of the Invesco QQQ Trust, 12,625 shares of the Invesco NASDAQ Biotech ETF, and 14,761,600 shares of the iShares Morningstar Value ETF. Additionally, the filing shows exposure to digital assets through the iShares Bitcoin Trust (91,588 shares) and the iShares Ethereum Trust (12,157 shares).
The filing also includes positions in energy companies, such as Chevron Corporation (1,015 shares) and ExxonMobil Holdings Corp. (1,257 shares), as well as various precious metals and mining stocks, including Wheaton Precious Metals Corp. (3,433 shares) and Global X FDS Global X Uranium (7,007 shares).
