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.