Holdings
Laurel Oak Wealth Management, LLC
As of Jun 30, 2026, Laurel Oak Wealth Management, LLC reported 169 positions worth US$288M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 168K | US$48.6M | +271 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 87,600 | US$31.3M | +1,890 | Jun 30, 2026 |
| Nvidia Corporation | 141K | US$28.3M | −3,025 | Jun 30, 2026 |
| Amazon.com, Inc. | 80,086 | US$19.1M | +307 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 41,003 | US$13.4M | +1,831 | Jun 30, 2026 |
| Microsoft Corp. | 33,509 | US$12.5M | −167 | Jun 30, 2026 |
| Tesla, Inc. | 18,388 | US$7.73M | +891 | Jun 30, 2026 |
| Meta Platforms, Inc. | 12,190 | US$6.87M | −2,476 | Jun 30, 2026 |
| Eli Lilly And Company | 4,043 | US$4.85M | +147 | Jun 30, 2026 |
| Johnson & Johnson | 18,396 | US$4.67M | −13 | Jun 30, 2026 |