Lauer Wealth, LLC Portfolio Holdings
Lauer Wealth, LLC
- $135 Billion
- Q4 2025
Lauer Wealth, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 63 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $18.1B, Wisdomtree Tr Us Quality Divid with a value of $14.3B, Wisdomtree Floating Rate Treas with a value of $14.1B, Ishares Morningstar Value ETF with a value of $13.6B, and Dimensional ETF Tr with a value of $11.2B.
Examining the 13F form we can see an decrease of $5.25B in the current position value, from $140B to 135B.
Lauer Wealth, LLC is based out at Valparaiso, IN
Below you can find more details about Lauer Wealth, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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