Lauer Wealth, LLC Portfolio Holdings

Lauer Wealth, LLC

$121 Billion
Q2 2025

Lauer Wealth, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 52 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 $16.9B, Wisdomtree Floating Rate Treas with a value of $15.6B, Wisdomtree Tr Us Quality Divid with a value of $13.7B, Ishares Morningstar Value ETF with a value of $11.7B, and Dimensional ETF Tr with a value of $10.5B.

Examining the 13F form we can see an decrease of $8.81B in the current position value, from $130B to 121B.

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 $121 Billion

ETFs: $94.2 Billion

Consumer Cyclical: $9.63 Billion

Technology: $6.59 Billion

Industrials: $3.57 Billion

Communication Services: $449 Million

Financial Services: $428 Million

Healthcare: $303 Million

Consumer Defensive: $275 Million

Other: $223 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	$194 Million 0.16% of portfolio	16,800	Q1 2025 Added 5.09%

Summary

Portfolio
No. of Stocks 52
Current Value $121 Billion
Prior Value $130 Billion
Filing
Period Q2 2025
Filing Date August 12, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 13 stocks
Additional Purchases 13 stocks
Sold out of 0 stocks
Reduced holdings in 19 stocks

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