Lauer Wealth, LLC Portfolio Holdings

Lauer Wealth, LLC

  • $135 Billion
  • Q4 2025

Lauer Wealth, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $18.1B, Wisdomtree Tr Us Quality Divid with a value of $14.3B, Wisdomtree Floating Rate Treas with a value of $14.1B, Ishares Morningstar Value ETF with a value of $13.6B, and Dimensional ETF Tr with a value of $11.2B.

Examining the 13F form we can see an decrease of $5.25B in the current position value, from $140B to 135B.

Lauer Wealth, LLC is based out at Valparaiso, IN

Below you can find more details about Lauer Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $98.9 Billion
Consumer Cyclical: $11.9 Billion
Technology: $6.77 Billion
Industrials: $6.14 Billion
Healthcare: $631 Million
Financial Services: $439 Million
Basic Materials: $291 Million
Communication Services: $233 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.1 Billion 13.41% of portfolio
29,111
Q4 2025 Reduced 0.88%
$0
$14.3 Billion 10.59% of portfolio
157,379
Q4 2025 Reduced 2.1%
$0
$14.1 Billion 10.45% of portfolio
279,547
Q4 2025 Reduced 10.93%
$0
$13.6 Billion 10.11% of portfolio
141,901
Q4 2025 Added 1.86%
$0
$11.2 Billion 8.3% of portfolio
235,210
Q4 2025 Reduced 4.26%
$1.29T
$9.85 Billion 7.32% of portfolio
22,608
Q4 2025 Reduced 4.4%
$0
$6.34 Billion 4.71% of portfolio
107,961
Q4 2025 Reduced 1.97%
$0
$6.08 Billion 4.51% of portfolio
101,371
Q4 2025 Reduced 2.5%
$874M
$4.49 Billion 3.33% of portfolio
320,110
Q4 2025 Reduced 1.94%
$0
$2.94 Billion 2.19% of portfolio
40,413
Q4 2025 Added 1.95%
$0
$2.52 Billion 1.87% of portfolio
36,414
Q4 2025 Reduced 0.52%
Ishares Bitcoin Trust ETF
-
$2.36 Billion 1.76% of portfolio
-
Q4 2025 Added 57.25%
$0
$2.25 Billion 1.67% of portfolio
66,624
Q4 2025 Reduced 3.22%
$0
$1.79 Billion 1.33% of portfolio
20,528
Q4 2025 Added 23.14%
$2.39T
$1.8 Billion 1.33% of portfolio
7,292
Q4 2025 Added 27.44%
$388B
$1.47 Billion 1.09% of portfolio
7,174
Q4 2025 Reduced 5.28%
$465B
$1.29 Billion 0.96% of portfolio
6,973
Q4 2025 Added 61.41%
Global X Fds
-
$1.15 Billion 0.85% of portfolio
-
Q4 2025 Added 35.19%
$342B
$1.1 Billion 0.82% of portfolio
6,225
Q4 2025 Added 1.38%
$0
$875 Million 0.65% of portfolio
16,140
Q4 2025 Added 139.71%
$0
$842 Million 0.63% of portfolio
2,476
Q3 2025 Reduced 0.8%
$0
$715 Million 0.53% of portfolio
43,830
Q4 2025 Added 20.31%
Ishares Ethereum Tr
-
$710 Million 0.53% of portfolio
-
Q4 2025 Added 101.38%
$0
$700 Million 0.52% of portfolio
22,643
Q4 2025 Added 0.11%
Tempus Ai Inc
-
$677 Million 0.5% of portfolio
-
Q4 2025 Reduced 11.61%
$0
$627 Million 0.47% of portfolio
910
Q4 2025 Reduced 1.83%
$300B
$631 Million 0.47% of portfolio
1,818
Q4 2025 Added 2.65%
$4.3T
$525 Million 0.39% of portfolio
2,028
Q3 2025 Reduced 1.22%
$1.87B
$484 Million 0.36% of portfolio
2,901
Q4 2025 Reduced 18.85%
Graniteshares ETF Tr
-
$433 Million 0.32% of portfolio
-
Q4 2025 Added 24.66%
Volatility Shs Tr
-
$413 Million 0.31% of portfolio
-
Q4 2025 Added 156.25%
Defi Development Corp
-
$419 Million 0.31% of portfolio
-
Q4 2025 Added 0.83%
$6.55B
$416 Million 0.31% of portfolio
24,650
Q4 2025 Added 4.23%
$0
$402 Million 0.3% of portfolio
2,787
Q4 2025 Added 135.19%
$3.78T
$378 Million 0.28% of portfolio
790
Q4 2025 Reduced 43.77%
$0
$353 Million 0.26% of portfolio
468
Q4 2025 Added 1.3%
Ark 21 Shares Bitcoin ETF
-
$321 Million 0.24% of portfolio
-
Q4 2025 Added 9.79%
$0
$324 Million 0.24% of portfolio
6,547
Q4 2025 Added 35.07%
$2.6B
$307 Million 0.23% of portfolio
10,500
Q3 2025 Reduced 1.41%
$68.7B
$313 Million 0.23% of portfolio
2,928
Q4 2025 Reduced 11.35%
$539M
$312 Million 0.23% of portfolio
26,000
Q3 2025 Reduced 82.13%
$13.5B
$291 Million 0.22% of portfolio
1,839
Q4 2025 New
$9.4B
$258 Million 0.19% of portfolio
5,107
Q4 2025 Added 5.26%
$0
$257 Million 0.19% of portfolio
2,022
Q4 2025 Added 0.3%
$24.1B
$237 Million 0.18% of portfolio
3,399
Q4 2025 New
$0
$249 Million 0.18% of portfolio
3,087
Q4 2025 New
$172B
$233 Million 0.17% of portfolio
5,735
Q4 2025 New
$954M
$224 Million 0.17% of portfolio
11,388
Q4 2025 Added 25.67%
$3.72B
$232 Million 0.17% of portfolio
14,000
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $135 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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