Laurel Oak Wealth Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationmarlton, NJ
- CIK0002111403
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
361 | $593.6M | AAPL, NVDA, VUG, AMZN | 13F-HR | Feb 12, 2026 | 000211140326000001 |