Lauer Wealth, LLC 13F Holdings

CIK 0001860063 · VALPARAISO, IN

As of Sep 30, 2025, Lauer Wealth, LLC reported 60 positions worth 39.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INVESCO QQQ TRUST SERIES 1QQQ—29,369 7.7M12.64%
WISDOMTREE FLOATING RATE TREASURY FUNDUSFR—313,845 5.8M11.29%
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDDGRW—160,755 4.2M10.18%
ISHARES MORNINGSTAR VALUE ETFILCV—139,316 2.5M8.96%
DIMENSIONAL US CORE EQUITY MARKET ETFDFAU—245,676 1.2M8.02%
TESLA INCTSLAConsumer Cyclical23,648 0.3M7.35%
EOS ENERGY ENTERPRISES INCEOSEIndustrials465,640$7.7M5.52%
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—110,128$6.5M4.63%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUNDVGIT—103,973$6.3M4.48%
DIMENSIONAL US SMALL CAP ETFDFAS—39,639$2.7M1.95%
ADVANCED MICRO DEVICES INCAMDEquity12,574$2.5M1.77%
WISDOMTREE TR——36,605$2.4M1.71%
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE—68,840$2.2M1.57%
BITMINE IMMERSION TECNOLOGIEBMNR—50,220$2.0M1.46%
ISHARES BITCOIN TRUST ETFIBIT—29,186 .8M1.32%
ISHARES 20+ YEAR TREASURY BOND ETFTLT—16,670 .5M1.08%
AMAZON.COM INCAMZNEquity11,722 .5M1.04%
PALANTIR TECHNOLOGIES INCPLTRTechnology6,140 .1M0.79%
STRATEGY INCMSTRTechnology3,575 .1M0.76%
TEMPUS AI INCTEMHealthcare11,200 .0M0.74%
DEFI DEVELOPMENT CORPDFDVTechnology60,100$903.9K0.65%
VANGUARD TOTAL STOCK MKT ETFVTI—2,476$813.1K0.58%
NVIDIA CORPNVDATechnology4,320$776.9K0.56%
GLOBAL X DEFENSE TECH ETFSHLD—11,650$776.7K0.56%
ARK GENOMIC REVOLUTION ETFARKG—22,618$729.9K0.52%