Fund Holdings

Laidlaw Wealth Management LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SELECT SECTOR SPDR TR07,797+7,7970477,6441.66%+477,644
VANECK MERK GOLD ETF(OUNZ)09,047+9,0470407,5671.41%+407,567
BANK NEW YORK MELLON CORP02,458+2,4580291,5931.01%+291,593
QXO INC(QXO)015,005+15,0050291,3971.01%+291,397
SPDR GOLD TR(GLD)0594+5940255,5920.89%+255,592
ISHARES GOLD TR(IAU)02,410+2,4100212,4660.74%+212,466
GLOBAL X FDS014,062+14,0620996,1523.46%+996,152
CORTEVA INC(CTVA)02,448+2,4480204,9220.71%+204,922
UNITED STS OIL FD LP(USO)01,585+1,5850201,6910.70%+201,691
T1 ENERGY INC(TE)041,000+41,0000179,9900.62%+179,990
ENERGY TRANSFER L P(ET)026,830+26,8300517,8191.80%+517,819
CROWDSTRIKE HLDGS INC(CRWD)01,212+1,2120473,1771.64%+473,177
AMAZON COM INC(AMZN)03,373+3,3730702,4952.44%+702,495
EQT CORP(EQT)06,951+6,9510442,3621.54%+442,362
VUZIX CORP034,352+34,352079,3530.28%+79,353
NETFLIX INC.(NFLX)04,890+4,8900470,1741.63%+470,174
CENTERPOINT ENERGY INC(CNP)09,255+9,2550399,4461.39%+399,446
COINBASE GLOBAL INC(COIN)01,623+1,6230283,3920.98%+283,392
CASEYS GEN STORES INC(CASY)0851+8510619,4092.15%+619,409
PALO ALTO NETWORKS INC(PANW)03,763+3,7630603,2842.09%+603,284
PALANTIR TECHNOLOGIES INC(PLTR)05,583+5,5830816,6812.83%+816,681
BERKSHIRE HATHAWAY INC DEL01,466+1,4660702,5072.44%+702,507
BITFARMS LTD012,600+12,600024,5700.09%+24,570
JPMORGAN CHASE & CO(JPM)01,110+1,1100326,5181.13%+326,518
APPLE INC(AAPL)(Put)025+2501,400+1,400
UNITED STS OIL FD LP(USO)(Put)02+20444+444
INVESCO QQQ TR(Put)000000
AFLAC INC(AFL)01,902+1,9020208,6680.72%+208,668
INFOSYS LTD(INFY)014,650+14,6500197,9220.69%+197,922
GILEAD SCIENCES INC(GILD)01,645+1,6450229,2640.80%+229,264
BLUE OWL CAPITAL CORPORATION(OBDC)011,141+11,1410123,2190.43%+123,219
INSPIRA TECHNOLOGIES OXY BHN000000
ELI LILLY & CO(LLY)0946+9460870,1023.02%+870,102
BROADCOM INC(AVGO)01,433+1,4330443,5901.54%+443,590
CARDINAL HEALTH INC(CAH)01,342+1,3420283,5780.98%+283,578
INVESCO QQQ TR02,493+2,49301,438,9104.99%+1,438,910
ALPHABET INC(GOOG)0878+8780251,9090.87%+251,909
PHILIP MORRIS INTL INC(PM)01,914+1,9140316,4611.10%+316,461
NVIDIA CORPORATION(NVDA)016,794+16,79402,928,81410.17%+2,928,814
JABIL INC(JBL)0794+7940210,9100.73%+210,910
SHOPIFY INC(SHOP)02,107+2,1070249,9320.87%+249,932
ISHARES ETHEREUM TR(ETHA)016,210+16,2100256,6040.89%+256,604
COCA COLA CONS INC(COKE)000000
ALPHABET INC(GOOG)01,840+1,8400529,1101.84%+529,110
AMPHENOL CORP NEW000000
META PLATFORMS INC(META)02,480+2,48001,418,6844.92%+1,418,684
COSTCO WHSL CORP NEW(COST)000000
APPLE INC(AAPL)013,257+13,25703,364,55411.68%+3,364,554
RALPH LAUREN CORP(RL)000000
SPOTIFY TECHNOLOGY S A(SPOT)000000
ALIBABA GROUP HLDG LTD(BABA)09,646+9,64601,210,1874.20%+1,210,187
GENERAL DYNAMICS CORP(GD)000000
TRANSDIGM GROUP INC(TDG)000000
FERRARI N V000000
WESTERN ASSET EMERGING MKTS029,600+29,6000290,6721.01%+290,672
TESLA INC(TSLA)03,715+3,71501,381,0514.79%+1,381,051
NEWMONT CORP(NEM)000000
D-WAVE QUANTUM INC(QBTS)040,621+40,6210586,1612.03%+586,161
ISHARES SILVER TR(SLV)05,800+5,8000395,2121.37%+395,212
MICROSOFT CORP(MSFT)04,438+4,43801,642,8145.70%+1,642,814
ISHARES INC000000
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