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.

Portfolio value $135 Billion
ETFs: $98.9 Billion
Consumer Cyclical: $11.9 Billion
Technology: $6.77 Billion
Industrials: $6.14 Billion
Healthcare: $631 Million
Financial Services: $439 Million
Basic Materials: $291 Million
Communication Services: $233 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$874M
$4.49 Billion 3.33% of portfolio
320,110
Q4 2025 Reduced 1.94%
$1.87B
$484 Million 0.36% of portfolio
2,901
Q4 2025 Reduced 18.85%
$539M
$312 Million 0.23% of portfolio
26,000
Q3 2025 Reduced 82.13%
$954M
$224 Million 0.17% of portfolio
11,388
Q4 2025 Added 25.67%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $135 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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