Lauer Wealth, LLC
Q4 2025 13F Holdings
- Locationvalparaiso, IN
- Num holdings
63
- Value ($000)
$134,682
- Date Filed01/12/2026
- Form type13F-HR
- CIK0001860063
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $18.06M | 13 % | 29,111 | ||
WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $14.26M | 11 % | 157,379 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $14.08M | 11 % | 279,547 | ||
ISHARES TR | MORNINGSTAR VALU | 464288109 | $13.62M | 10 % | 141,901 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $11.18M | 8 % | 235,210 | ||
TESLA INC | COM | 88160R101 | $9.85M | 7 % | 22,608 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $6.34M | 5 % | 107,961 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $6.08M | 5 % | 101,371 | ||
EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 | $4.49M | 3 % | 320,110 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $2.94M | 2 % | 40,413 |
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