Lauer Wealth, LLC Portfolio Holdings

Lauer Wealth, LLC

$140 Billion
Q3 2025

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
IIM Invesco Value Municipal Income Trust Financial Services	$0	$209 Million 0.15% of portfolio	16,500	Q3 2025 Reduced 1.79%

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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