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LAUREL OAK WEALTH MANAGEMENT, LLC

Q4 2025 13F Holdings

  • Location
    marlton, NJ
  • Num holdings

    361

  • Value ($000)

    $593,596

  • Date Filed
    02/12/2026
  • Form type
    13F-HR
  • CIK
    0002111403
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$44.32M
8 %

163,031

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$27.82M
5 %

149,174

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$21.98M
4 %

45,063

A
AMZN

AMAZON COM INC

COM
023135106
$17.84M
3 %

77,307

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$17.68M
3 %

56,499

M
MSFT

MICROSOFT CORP

COM
594918104
$15.57M
3 %

32,186

S
SPYV

SPDR SERIES TRUST

STATE STREET SPD
78464A508
$14.88M
3 %

261,889

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$12.03M
2 %

125,140

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$11.54M
2 %

35,827

V
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
922042742
$10.69M
2 %

75,748

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