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The Analysis of Lauer Wealth, LLC's Holdings & P&L

Currently, Lauer Wealth, LLC holds 57 types of securities in its portfolio with a total value $124.9M. In the most recent quarter, they have increased their positions in VCIT (+18.0K shares, valued at $1.5M), IBIT (+20.9K shares, valued at $845.9K), VCSH (+8.8K shares, valued at $696.8K); decreased their positions in USFR (-34.7K shares, valued at $1.7M), TSLA (-2.7K shares, valued at $942.6K), AMZN (-3.7K shares, valued at $820.8K); initiated new positions in VCIT (+18.0K shares, valued at $1.5M), VCSH (+8.8K shares, valued at $696.8K), AGG (+2.9K shares, valued at $287.9K).

1M P&L

+4.5M+4.07%

3M P&L

-1.4M-1.21%

HY P&L

-677.7K-0.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A88.6M

82.9%

2Auto Manufacturers6.8M

6.4%

3Semiconductors3.2M

3.0%

Top Industries by Stock Count

1N/A31 stocks

56.4%

2Software - Infrastructure4 stocks

7.3%

3Semiconductors3 stocks

5.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR27.9K shares-4.20%2026-03-312026-04-13

DGRW WISDOMTREE TR157.0K shares-0.25%2026-03-312026-04-13

ILCV ISHARES TR143.9K shares1.41%2026-03-312026-04-13

USFR WISDOMTREE TR244.9K shares-12.40%2026-03-312026-04-13

DFAU DIMENSIONAL ETF TRUST238.8K shares1.55%2026-03-312026-04-13

TSLA TESLA INC19.9K shares-12.15%2026-03-312026-04-13

VGSH VANGUARD SCOTTSDALE FDS112.5K shares4.24%2026-03-312026-04-13

VGIT VANGUARD SCOTTSDALE FDS106.0K shares4.57%2026-03-312026-04-13

Sponsored

DFAS DIMENSIONAL ETF TRUST41.7K shares3.26%2026-03-312026-04-13

IBIT ISHARES BITCOIN TRUST ETF66.8K shares45.60%2026-03-312026-04-13

EZM WISDOMTREE TR36.9K shares1.27%2026-03-312026-04-13

DFAE DIMENSIONAL ETF TRUST63.1K shares-5.27%2026-03-312026-04-13

TLT ISHARES TR23.9K shares16.48%2026-03-312026-04-13

NVDA NVIDIA CORPORATION9.6K shares38.32%2026-03-312026-04-13

VCIT VANGUARD SCOTTSDALE FDS18.0K sharesnew addition2026-03-312026-04-13

SHLD GLOBAL X FDS19.1K shares21.34%2026-03-312026-04-13

Sponsored

AMD ADVANCED MICRO DEVICES INC5.1K shares-29.27%2026-03-312026-04-13

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE52.4K shares20.72%2026-03-312026-04-13

FTRI FIRST TR EXCHANGE-TRADED FD53.6K shares22.25%2026-03-312026-04-13

VGT VANGUARD WORLD FD1.3K shares182.05%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC6.7K shares8.03%2026-03-312026-04-13

EOSE EOS ENERGY ENTERPRISES INC204.2K shares-36.20%2026-03-312026-04-13

ETHA ISHARES ETHEREUM TR52.3K shares72.84%2026-03-312026-04-13

VTI VANGUARD INDEX FDS2.4K shares-2.54%2026-03-312026-04-13

Sponsored

AMZN AMAZON COM INC3.6K shares-50.88%2026-03-312026-04-13

VCSH VANGUARD SCOTTSDALE FDS8.8K sharesnew addition2026-03-312026-04-13

ARKG ARK ETF TR22.6K shares0.00%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC2.0K shares9.74%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T878 shares-3.52%2026-03-312026-04-13

AAPL APPLE INC2.2K shares8.38%2026-03-312026-04-13

MSTR STRATEGY INC4.0K shares39.47%2026-03-312026-04-13

CIFR CIPHER DIGITAL INC33.3K shares137.50%2026-03-312026-04-13

Sponsored

TEM TEMPUS AI INC10.2K shares3.03%2026-03-312026-04-13

TQQQ PROSHARES TR8.6K shares-46.91%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR2.7K shares-3.95%2026-03-312026-04-13

MSFT MICROSOFT CORP1.0K shares26.84%2026-03-312026-04-13

URA GLOBAL X FDS6.3K shares-3.74%2026-03-312026-04-13

AGG ISHARES TR2.9K sharesnew addition2026-03-312026-04-13

ALB ALBEMARLE CORP1.6K shares-12.72%2026-03-312026-04-13

DFDV DEFI DEVELOPMENT CORP79.1K shares30.53%2026-03-312026-04-13

Sponsored

MU MICRON TECHNOLOGY INC690 sharesnew addition2026-03-312026-04-13

RDW REDWIRE CORPORATION28.2K sharesnew addition2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC5.4K shares-6.64%2026-03-312026-04-13

CLSK CLEANSPARK INC26.0K shares0.00%2026-03-312026-04-13

ARKB ARK 21SHARES BITCOIN ETF10.7K shares0.00%2026-03-312026-04-13

PATH UIPATH INC23.6K shares-4.06%2026-03-312026-04-13

SLV ISHARES SILVER TR3.6K shares5.91%2026-03-312026-04-13

ARKQ ARK ETF TR2.0K shares0.00%2026-03-312026-04-13

Sponsored

NFLX NETFLIX INC.2.4K sharesnew addition2026-03-312026-04-13

DFUV DIMENSIONAL ETF TRUST4.5K shares0.00%2026-03-312026-04-13

ARKK ARK ETF TR3.1K shares-0.97%2026-03-312026-04-13

DFLV DIMENSIONAL ETF TRUST5.8K sharesnew addition2026-03-312026-04-13

IIM INVESCO VALUE MUN INCOME TR16.5K shares0.00%2026-03-312026-04-13

UPS UNITED PARCEL SVCS INC2.0K shares-31.15%2026-03-312026-04-13

UUUU ENERGY FUELS INC10.6K sharesnew addition2026-03-312026-04-13

QBTS D-WAVE QUANTUM INC10.5K shares0.00%2026-03-312026-04-13

Sponsored

SMR NUSCALE PWR CORP11.4K shares0.28%2026-03-312026-04-13

INVESCO QQQ TR

-4.20%

Shares27.9K

Event2026-03-31

Filed2026-04-13

DGRW

WISDOMTREE TR

-0.25%

Shares157.0K

Event2026-03-31

Filed2026-04-13

ILCV

ISHARES TR

1.41%

Shares143.9K

Event2026-03-31

Filed2026-04-13

USFR

WISDOMTREE TR

-12.40%

Shares244.9K

Event2026-03-31

Filed2026-04-13

DFAU

DIMENSIONAL ETF TRUST

1.55%

Shares238.8K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

-12.15%

Shares19.9K

Event2026-03-31

Filed2026-04-13

VGSH

VANGUARD SCOTTSDALE FDS

4.24%

Shares112.5K

Event2026-03-31

Filed2026-04-13

VGIT

VANGUARD SCOTTSDALE FDS

4.57%

Shares106.0K

Event2026-03-31

Filed2026-04-13

DFAS

DIMENSIONAL ETF TRUST

3.26%

Shares41.7K

Event2026-03-31

Filed2026-04-13

IBIT

ISHARES BITCOIN TRUST ETF

45.60%

Shares66.8K

Event2026-03-31

Filed2026-04-13

EZM

WISDOMTREE TR

1.27%

Shares36.9K

Event2026-03-31

Filed2026-04-13

DFAE

DIMENSIONAL ETF TRUST

-5.27%

Shares63.1K

Event2026-03-31

Filed2026-04-13

TLT

ISHARES TR

16.48%

Shares23.9K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

38.32%

Shares9.6K

Event2026-03-31

Filed2026-04-13

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares18.0K

Event2026-03-31

Filed2026-04-13

SHLD

GLOBAL X FDS

21.34%

Shares19.1K

Event2026-03-31

Filed2026-04-13

AMD

ADVANCED MICRO DEVICES INC

-29.27%

Shares5.1K

Event2026-03-31

Filed2026-04-13

BITMINE IMMERSION TECNOLOGIE

20.72%

Shares52.4K

Event2026-03-31

Filed2026-04-13

FTRI

FIRST TR EXCHANGE-TRADED FD

22.25%

Shares53.6K

Event2026-03-31

Filed2026-04-13

VGT

VANGUARD WORLD FD

182.05%

Shares1.3K

Event2026-03-31

Filed2026-04-13

PLTR

PALANTIR TECHNOLOGIES INC

8.03%

Shares6.7K

Event2026-03-31

Filed2026-04-13

EOSE

EOS ENERGY ENTERPRISES INC

-36.20%

Shares204.2K

Event2026-03-31

Filed2026-04-13

ETHA

ISHARES ETHEREUM TR

72.84%

Shares52.3K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

-2.54%

Shares2.4K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-50.88%

Shares3.6K

Event2026-03-31

Filed2026-04-13

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares8.8K

Event2026-03-31

Filed2026-04-13

ARKG

ARK ETF TR

0.00%

Shares22.6K

Event2026-03-31

Filed2026-04-13

UNH

UNITEDHEALTH GROUP INC

9.74%

Shares2.0K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

-3.52%

Shares878

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

8.38%

Shares2.2K

Event2026-03-31

Filed2026-04-13

MSTR

STRATEGY INC

39.47%

Shares4.0K

Event2026-03-31

Filed2026-04-13

CIFR

CIPHER DIGITAL INC

137.50%

Shares33.3K

Event2026-03-31

Filed2026-04-13

TEM

TEMPUS AI INC

3.03%

Shares10.2K

Event2026-03-31

Filed2026-04-13

TQQQ

PROSHARES TR

-46.91%

Shares8.6K

Event2026-03-31

Filed2026-04-13

XLK

SELECT SECTOR SPDR TR

-3.95%

Shares2.7K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

26.84%

Shares1.0K

Event2026-03-31

Filed2026-04-13

URA

GLOBAL X FDS

-3.74%

Shares6.3K

Event2026-03-31

Filed2026-04-13

AGG

ISHARES TR

New

Shares2.9K

Event2026-03-31

Filed2026-04-13

ALB

ALBEMARLE CORP

-12.72%

Shares1.6K

Event2026-03-31

Filed2026-04-13

DFDV

DEFI DEVELOPMENT CORP

30.53%

Shares79.1K

Event2026-03-31

Filed2026-04-13

MICRON TECHNOLOGY INC

New

Shares690

Event2026-03-31

Filed2026-04-13

RDW

REDWIRE CORPORATION

New

Shares28.2K

Event2026-03-31

Filed2026-04-13

VERIZON COMMUNICATIONS INC

-6.64%

Shares5.4K

Event2026-03-31

Filed2026-04-13

CLSK

CLEANSPARK INC

0.00%

Shares26.0K

Event2026-03-31

Filed2026-04-13

ARKB

ARK 21SHARES BITCOIN ETF

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-13

PATH

UIPATH INC

-4.06%

Shares23.6K

Event2026-03-31

Filed2026-04-13

SLV

ISHARES SILVER TR

5.91%

Shares3.6K

Event2026-03-31

Filed2026-04-13

ARKQ

ARK ETF TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-13

NFLX

NETFLIX INC.

New

Shares2.4K

Event2026-03-31

Filed2026-04-13

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-13

ARKK

ARK ETF TR

-0.97%

Shares3.1K

Event2026-03-31

Filed2026-04-13

DFLV

DIMENSIONAL ETF TRUST

New

Shares5.8K

Event2026-03-31

Filed2026-04-13

IIM

INVESCO VALUE MUN INCOME TR

0.00%

Shares16.5K

Event2026-03-31

Filed2026-04-13

UPS

UNITED PARCEL SVCS INC

-31.15%

Shares2.0K

Event2026-03-31

Filed2026-04-13

UUUU

ENERGY FUELS INC

New

Shares10.6K

Event2026-03-31

Filed2026-04-13

QBTS

D-WAVE QUANTUM INC

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-13

SMR

NUSCALE PWR CORP

0.28%

Shares11.4K

Event2026-03-31

Filed2026-04-13

Call Option Holdings

IBIT Call CallISHARES BITCOIN TRUST ETF340.6K shares84.11%2026-03-312026-04-13

STRATEGY INC Call CallSTRATEGY INC16.1K shares-1.23%2026-03-312026-04-13

BITMINE IMMERSION TECNOLOGIE Call CallBITMINE IMMERSION TECNOLOGIE115.2K shares88.24%2026-03-312026-04-13

EOSE Call CallEOS ENERGY ENTERPRISES INC57.2K shares-55.45%2026-03-312026-04-13

ETHA Call CallISHARES ETHEREUM TR35.7K sharesnew addition2026-03-312026-04-13

VOLATILITY SHS TR Call CallVOLATILITY SHS TR105.2K shares31.50%2026-03-312026-04-13

CLEANSPARK INC Call CallCLEANSPARK INC15.0K shares-1.96%2026-03-312026-04-13

CANOPY GROWTH CORPORATION Call CallCANOPY GROWTH CORPORATION132.5K shares-6.36%2026-03-312026-04-13

IBIT Call

ISHARES BITCOIN TRUST ETF

84.11%

Shares340.6K

Event2026-03-31

Filed2026-04-13

STRATEGY INC Call

STRATEGY INC

-1.23%

Shares16.1K

Event2026-03-31

Filed2026-04-13

BITMINE IMMERSION TECNOLOGIE Call

BITMINE IMMERSION TECNOLOGIE

88.24%

Shares115.2K

Event2026-03-31

Filed2026-04-13

EOSE Call

EOS ENERGY ENTERPRISES INC

-55.45%

Shares57.2K

Event2026-03-31

Filed2026-04-13

ETHA Call

ISHARES ETHEREUM TR

New

Shares35.7K

Event2026-03-31

Filed2026-04-13

VOLATILITY SHS TR Call

VOLATILITY SHS TR

31.50%

Shares105.2K

Event2026-03-31

Filed2026-04-13

CLEANSPARK INC Call

CLEANSPARK INC

-1.96%

Shares15.0K

Event2026-03-31

Filed2026-04-13

CANOPY GROWTH CORPORATION Call

CANOPY GROWTH CORPORATION

-6.36%

Shares132.5K

Event2026-03-31

Filed2026-04-13

Put Option Holdings

IBIT Put PutISHARES BITCOIN TRUST ETF25.0K sharesnew addition2026-03-312026-04-13

BITMINE IMMERSION TECNOLOGIE Put PutBITMINE IMMERSION TECNOLOGIE10.0K sharesnew addition2026-03-312026-04-13

IBIT Put

ISHARES BITCOIN TRUST ETF

New

Shares25.0K

Event2026-03-31

Filed2026-04-13

BITMINE IMMERSION TECNOLOGIE Put

BITMINE IMMERSION TECNOLOGIE

New

Shares10.0K

Event2026-03-31

Filed2026-04-13