SEC Form 13F

LAUREL OAK WEALTH MANAGEMENT, LLC 13F Holdings

Inspect LAUREL OAK WEALTH MANAGEMENT, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-22T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-22
Reported value
$686,516,596
Positions
383

Read this manager's filing book

Step 1 of 3

Disclosed positions

LAUREL OAK WEALTH MANAGEMENT, LLC: source evidence dated 2026-07-22T03:59:59.999Z.

Issuer
APPLE INC
Ticker
AAPL
Class
COM
Reported value
$48,572,573
Reported amount
167,862
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002111403-26-000003
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
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Disclosed positions

See the complete disclosed positions
APPLE INCAAPLCOM$48,572,573167,862SHNone
NVIDIA CORPORATIONNVDACOM$28,287,845141,376SHNone
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$28,126,631179,208SHNone
ALPHABET INCGOOGLCAP STK CL A$20,952,79858,631SHNone
AMAZON COM INCAMZNCOM$19,087,69780,086SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$18,612,931216,078SHNone
LISTED FDS TRHEGDSWAN HEDGED EQTY$16,815,036630,722SHNone
JPMORGAN CHASE & COJPMCOM$13,421,51541,003SHNone
AMPLIFY ETF TRDIVOCWP ENHANCED DIV$12,927,813282,884SHNone
MICROSOFT CORPMSFTCOM$12,499,63633,509SHNone
VANGUARD WORLD FDVGTINF TECH ETF$12,336,812103,220SHNone
SPDR SERIES TRUSTSPYVST STR P500VAL$11,128,592183,066SHNone
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$11,051,43246,705SHNone
INNOVATOR ETFS TRUSTBALTDEFINED WLT SHLD$10,417,120303,972SHNone
ALPHABET INCGOOGCAP STK CL C$10,352,73129,300SHNone
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$9,928,39862,826SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$9,431,68612,630SHNone
ISHARES TRIVVCORE S&P500 ETF$8,811,41411,766SHNone
ISHARES TRIEF7-10 YR TRSY BD$8,791,92792,967SHNone
INVESCO QQQ TRQQQUNIT SER 1$8,047,02710,928SHNone
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$7,810,729106,399SHNone
TESLA INCTSLACOM$7,733,99318,388SHNone
VANGUARD MUN BD FDSVTEBTAX EXEMPT BD$7,675,264151,745SHNone
TIDAL TRUST IGRNYFUND GRAN US ETF$7,182,972259,782SHNone
META PLATFORMS INCMETACL A$6,866,46512,190SHNone
VANGUARD STAR FDSVXUSVG TL INTL STK F$6,114,52471,523SHNone
ISHARES TRSOXXISHARES SEMICDTR$6,100,5989,521SHNone
SPDR GOLD TRGLDGOLD SHS$5,367,29714,570SHNone
ISHARES TRDVYSELECT DIVID ETF$5,315,24234,007SHNone
VANGUARD INDEX FDSVBSMALL CP ETF$5,194,88617,138SHNone
WISDOMTREE TRIHDGITL HDG QTLY DIV$4,908,31293,706SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$4,865,21713,148SHNone
ELI LILLY & COLLYCOM$4,849,6174,043SHNone
VICTORY PORTFOLIOS IIVFLOSHS FR CA FL ETF$4,777,256104,421SHNone
JOHNSON & JOHNSONJNJCOM$4,672,15718,396SHNone
STRATEGIC TRUSTRUNNRUNNING GWTH ETF$4,531,684139,884SHNone
ISHARES TRITOTCORE S&P TTL STK$4,231,67825,761SHNone
SPDR SERIES TRUSTSPYMST STR P500ETF$4,022,40645,772SHNone
VANGUARD INDEX FDSVOMID CAP ETF$3,798,63747,147SHNone
ISHARES TRIJRCORE S&P SCP ETF$3,737,68025,202SHNone
EXXON MOBIL CORPXOMCOM$3,658,02426,756SHNone
CHEVRON CORPORATIONCVXCOM$3,469,25620,929SHNone
ISHARES INCIEMGCORE MSCI EMKT$3,217,36438,838SHNone
MICRON TECHNOLOGY INCMUCOM$3,054,3002,646SHNone
ISHARES TRHYGIBOXX HI YD ETF$3,034,22637,942SHNone
BROADCOM INCAVGOCOM$2,911,7327,708SHNone
ADVANCED MICRO DEVICES INCAMDCOM$2,854,0114,913SHNone
ISHARES TRIJHCORE S&P MCP ETF$2,840,65936,839SHNone
ISHARES TRAGGCORE US AGGBD ET$2,780,47728,091SHNone
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$2,558,2245,357SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 4 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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