Lauer Wealth, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 66 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 $17.7B, Wisdomtree Floating Rate Treas with a value of $15.8B, Wisdomtree Tr Us Quality Divid with a value of $14.2B, Ishares Morningstar Value ETF with a value of $12.5B, and Dimensional ETF Tr with a value of $11.2B.

Examining the 13F form we can see an increase of $18.8B in the current position value, from $121B to 140B.

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 $140 Billion
ETFs: $97.9 Billion
Consumer Cyclical: $11.7 Billion
Technology: $9.75 Billion
Industrials: $8.49 Billion
Healthcare: $640 Million
Financial Services: $449 Million
Communication Services: $205 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $140 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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