Loading…
CIK 0001860063 • 6 13F filings • May 2, 2025 – Jul 15, 2026
Import this data to Google Sheets with:
=jivedata("lauer-wealth-llc-0001860063-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $1.5M | 1.1%Prev: 1.8% | 7,174 SH | Decreased-5,400 SH |
| ALBEMARLE CORP | COM | $291K | 0.2% | 1,839 SH | New |
| AMAZON COM INC | COM | $2.1M | 1.5%Prev: 1.0% | 12,292 SH | Increased+570 SH |
| APPLE INC | COM | $525K | 0.4%Prev: 0.4% | 2,028 SH | Increased |
| ARK 21SHARES BITCOIN ETF | SHS BEN INT | $321K | 0.2%Prev: 0.3% | 10,650 SH | Decreased+950 SH |
| ARK ETF TR | AUTNMUS TECHNLGY | $257K | 0.2%Prev: 0.2% | 2,022 SH | Increased+6 SH |
| ARK ETF TR | GENOMIC REV ETF | $700K | 0.5%Prev: 0.5% | 22,643 SH | Decreased+25 SH |
| ARK ETF TR | INNOVATION ETF | $249K | 0.2% | 3,087 SH | New |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | $1.4M | 1.0%Prev: 1.5% | 104,580 SH | Decreased+54,360 SH |
| CANOPY GROWTH CORP | COM NEW | $122K | 0.1%Prev: 0.1% | 192,000 SH | Decreased-200 SH |
| CIPHER MINING INC | COM | $232K | 0.2% | 14,000 SH | New |
| CLEANSPARK INC | COM NEW | $312K | 0.2%Prev: 0.4% | 26,000 SH | Decreased |
| CLEANSPARK INC | NOTE 6/1 | $57K | 0.0% | 15,300 SH | New |
| D-WAVE QUANTUM INC | COM | $307K | 0.2%Prev: 0.3% | 10,500 SH | Decreased |
| DEFI DEVELOPMENT CORP | COM | $419K | 0.3%Prev: 0.6% | 60,600 SH | Decreased+500 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.2M | 1.7%Prev: 1.6% | 66,624 SH | Increased-2,216 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $11.2M | 8.3%Prev: 8.0% | 235,210 SH | Decreased-10,466 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $216K | 0.2%Prev: 0.1% | 4,500 SH | Increased |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.9M | 2.2%Prev: 1.9% | 40,413 SH | Increased+774 SH |
| EOS ENERGY ENTERPRISES INC | COM CL A | $5.6M | 4.2%Prev: 5.5% | 448,510 SH | Decreased-17,130 SH |
| FIRST TR EXCHANGE TRADED FD | INDXX NAT RE ETF | $715K | 0.5%Prev: 0.4% | 43,830 SH | Increased+7,400 SH |
| GLOBAL X FDS | DEFENSE TECH ETF | $1.1M | 0.9%Prev: 0.6% | 15,750 SH | Increased+4,100 SH |
| GLOBAL X FDS | GLOBAL X URANIUM | $324K | 0.2%Prev: 0.2% | 6,547 SH | Increased+1,700 SH |
| GRANITESHARES ETF TR | 2X LONG NVDA DAI | $433K | 0.3%Prev: 0.2% | 5,005 SH | Increased+990 SH |
| INVESCO QQQ TR | UNIT SER 1 | $18.1M | 13.4%Prev: 12.6% | 29,111 SH | Increased-258 SH |
| INVESCO VALUE MUN INCOME TR | COM | $207K | 0.2%Prev: 0.1% | 16,500 SH | Decreased |
| IONQ INC | COM | $258K | 0.2%Prev: 0.3% | 5,107 SH | Decreased+255 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $3.0M | 2.2%Prev: 1.3% | 230,896 SH | Increased+201,710 SH |
| ISHARES ETHEREUM TR | SHS | $710K | 0.5%Prev: 0.3% | 30,282 SH | Increased+15,245 SH |
| ISHARES SILVER TR | ISHARES | $237K | 0.2% | 3,399 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $1.8M | 1.3%Prev: 1.1% | 20,528 SH | Increased+3,858 SH |
| ISHARES TR | MORNINGSTAR VALU | $13.6M | 10.1%Prev: 9.0% | 141,901 SH | Increased+2,585 SH |
| MICROSOFT CORP | COM | $378K | 0.3%Prev: 0.5% | 790 SH | Decreased-615 SH |
| NUSCALE PWR CORP | CL A COM | $224K | 0.2%Prev: 0.3% | 11,388 SH | Decreased+2,326 SH |
| NVIDIA CORPORATION | COM | $1.3M | 1.0%Prev: 0.6% | 6,973 SH | Increased+2,653 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.1M | 0.8%Prev: 0.8% | 6,225 SH | Decreased+85 SH |
| PROSHARES TR | ULTRAPRO QQQ | $875K | 0.6%Prev: 0.5% | 16,140 SH | Increased+9,407 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $402K | 0.3% | 2,787 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $627K | 0.5%Prev: 0.4% | 910 SH | Increased-17 SH |
| STRATEGY INC | CL A NEW | $484K | 0.4%Prev: 0.8% | 2,901 SH | Decreased-674 SH |
| STRATEGY INC | NOTE 0.625% 3/1 | $297K | 0.2%Prev: 0.2% | 16,300 SH | Increased-5,100 SH |
| STRIVE INC | CL A COM | $101K | 0.1% | 100,000 SH | New |
| TEMPUS AI INC | CL A | $677K | 0.5%Prev: 0.7% | 9,900 SH | Decreased-1,300 SH |
| TESLA INC | COM | $9.9M | 7.3%Prev: 7.4% | 22,608 SH | Decreased-1,040 SH |
| UIPATH INC | CL A | $643K | 0.5%Prev: 0.5% | 64,750 SH | Decreased-1,000 SH |
| UNITED PARCEL SERVICE INC | CL B | $313K | 0.2%Prev: 0.2% | 2,928 SH | Increased-375 SH |
| UNITEDHEALTH GROUP INC | COM | $631K | 0.5%Prev: 0.5% | 1,818 SH | Decreased+47 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $842K | 0.6%Prev: 0.6% | 2,476 SH | Increased |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $6.1M | 4.5%Prev: 4.5% | 101,371 SH | Decreased-2,602 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $6.3M | 4.7%Prev: 4.6% | 107,961 SH | Decreased-2,167 SH |
| VANGUARD WORLD FD | INF TECH ETF | $353K | 0.3%Prev: 0.2% | 468 SH | Increased+6 SH |
| VERIZON COMMUNICATIONS INC | COM | $233K | 0.2% | 5,735 SH | New |
| VOLATILITY SHS TR | 2X ETHER ETF NEW | $413K | 0.3%Prev: 0.2% | 6,970 SH | Increased+4,250 SH |
| VOLATILITY SHS TR | PREMIUM PLUS ETF | $243K | 0.2% | 80,000 SH | New |
| WISDOMTREE TR | FLOATNG RAT TREA | $14.1M | 10.5%Prev: 11.3% | 279,547 SH | Decreased-34,298 SH |
| WISDOMTREE TR | US MIDCAP FUND | $2.5M | 1.9%Prev: 1.7% | 36,414 SH | Increased-191 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $14.3M | 10.6%Prev: 10.2% | 157,379 SH | Increased-3,376 SH |
| 13F-HR |
| 0001754960-25-000682 |
| $139.9M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000542 | $166.6M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000580 | $121.1M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000227 | $125.5M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000266 | $129.9M | View |