Sponsored

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

Currently, Lauer Wealth, LLC holds 58 types of securities in its portfolio with a total value $146.6M. In the most recent quarter, they have increased their positions in BMNR (+361.8K shares, valued at $5.9M), VCSH (+67.3K shares, valued at $5.3M), VCIT (+64.7K shares, valued at $5.3M); decreased their positions in VGSH (-71.6K shares, valued at $4.2M), VGIT (-65.5K shares, valued at $3.8M), AMD (-3.9K shares, valued at $2.1M); initiated new positions in N/A (+1.5K shares, valued at $996.8K), IREN (+23.7K shares, valued at $914.8K), VIS (+2.2K shares, valued at $761.0K).

1M P&L

+1.8M+1.30%

3M P&L

+8.0M+5.96%

HY P&L

+11.2M+8.56%

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/A113.5M

83.4%

2Auto Manufacturers7.8M

5.7%

3Capital Markets7.7M

5.7%

Top Industries by Stock Count

1N/A23 stocks

52.3%

2Semiconductors3 stocks

6.8%

3Capital Markets3 stocks

6.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR32.6K shares17.01%2026-06-302026-07-15

ILCV ISHARES TR147.4K shares2.42%2026-06-302026-07-15

DGRW WISDOMTREE TR151.5K shares-3.48%2026-06-302026-07-15

USFR WISDOMTREE TR260.8K shares6.51%2026-06-302026-07-15

DFAU DIMENSIONAL ETF TRUST251.7K shares5.37%2026-06-302026-07-15

TSLA TESLA INC19.7K shares-0.71%2026-06-302026-07-15

VCIT VANGUARD SCOTTSDALE FDS82.7K shares359.83%2026-06-302026-07-15

BMNR BITMINE IMMERSION TECHS INC414.2K shares690.85%2026-06-302026-07-15

Sponsored

VCSH VANGUARD SCOTTSDALE FDS76.1K shares765.52%2026-06-302026-07-15

STRATEGY INC STRATEGY INC38.9K shares861.34%2026-06-302026-07-15

DFAS DIMENSIONAL ETF TRUST42.8K shares2.46%2026-06-302026-07-15

EZM WISDOMTREE TR36.0K shares-2.45%2026-06-302026-07-15

DFAE DIMENSIONAL ETF TRUST63.2K shares0.13%2026-06-302026-07-15

VGSH VANGUARD SCOTTSDALE FDS40.9K shares-63.62%2026-06-302026-07-15

VGIT VANGUARD SCOTTSDALE FDS40.5K shares-61.82%2026-06-302026-07-15

DFLV DIMENSIONAL ETF TRUST45.1K shares684.52%2026-06-302026-07-15

Sponsored

VGT VANGUARD WORLD FD11.7K shares782.95%2026-06-302026-07-15

FTRI FIRST TR EXCHANGE-TRADED FD72.9K shares36.06%2026-06-302026-07-15

MU MICRON TECHNOLOGY INC1.2K shares70.29%2026-06-302026-07-15

META PLATFORMS INC META PLATFORMS INC1.5K sharesnew addition2026-06-302026-07-15

IREN IREN LIMITED23.7K sharesnew addition2026-06-302026-07-15

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares0.17%2026-06-302026-07-15

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.9K shares-3.41%2026-06-302026-07-15

VIS VANGUARD WORLD FD2.2K sharesnew addition2026-06-302026-07-15

Sponsored

AAPL APPLE INC2.4K shares8.55%2026-06-302026-07-15

ARK ETF TR ARK ETF TR17.6K shares-22.08%2026-06-302026-07-15

AMZN AMAZON COM INC2.9K shares-19.65%2026-06-302026-07-15

TQQQ PROSHARES TR8.5K shares-1.24%2026-06-302026-07-15

AMD ADVANCED MICRO DEVICES INC1.2K shares-77.26%2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T828 shares-5.69%2026-06-302026-07-15

IJR ISHARES TR4.1K sharesnew addition2026-06-302026-07-15

EOSE EOS ENERGY ENTERPRISES INC129.9K shares-36.38%2026-06-302026-07-15

Sponsored

CIPHER DIGITAL INC CIPHER DIGITAL INC27.8K shares-16.54%2026-06-302026-07-15

CEG CONSTELLATION ENERGY CORP2.0K sharesnew addition2026-06-302026-07-15

TFLO ISHARES TR10.0K sharesnew addition2026-06-302026-07-15

PANW PALO ALTO NETWORKS INC1.2K sharesnew addition2026-06-302026-07-15

ORACLE CORP ORACLE CORP3.2K sharesnew addition2026-06-302026-07-15

SOLZ VOLATILITY SHS TR52.7K sharesnew addition2026-06-302026-07-15

GE GE AEROSPACE1.1K sharesnew addition2026-06-302026-07-15

CRM SALESFORCE INC2.1K sharesnew addition2026-06-302026-07-15

Sponsored

ARK ETF TR ARK ETF TR2.7K shares31.65%2026-06-302026-07-15

QCOM QUALCOMM INC1.7K sharesnew addition2026-06-302026-07-15

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR6.3K sharesnew addition2026-06-302026-07-15

ISHARES TR ISHARES TR2.9K shares0.86%2026-06-302026-07-15

WPM WHEATON PRECIOUS METALS CORP2.6K sharesnew addition2026-06-302026-07-15

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.1K sharesnew addition2026-06-302026-07-15

DFUV DIMENSIONAL ETF TRUST4.5K shares0.00%2026-06-302026-07-15

UUUU ENERGY FUELS INC18.7K shares77.25%2026-06-302026-07-15

Sponsored

VZ VERIZON COMMUNICATIONS INC5.4K shares0.00%2026-06-302026-07-15

ARK ETF TR ARK ETF TR2.9K shares-6.54%2026-06-302026-07-15

IIM INVESCO VALUE MUN INCOME TR16.5K shares0.00%2026-06-302026-07-15

QBTS D-WAVE QUANTUM INC10.8K shares2.67%2026-06-302026-07-15

IONQ INC IONQ INC5.2K sharesnew addition2026-06-302026-07-15

IBBQ INVESCO EXCH TRADED FD TR II6.2K sharesnew addition2026-06-302026-07-15

ASST STRIVE INC15.2K sharesnew addition2026-06-302026-07-15

RDW REDWIRE CORPORATION15.0K shares-46.81%2026-06-302026-07-15

Sponsored

SLNH SOLUNA HOLDINGS INC50.0K sharesnew addition2026-06-302026-07-15

DPRO DRAGANFLY INC.10.0K sharesnew addition2026-06-302026-07-15

QQQ

INVESCO QQQ TR

17.01%

Shares32.6K

Event2026-06-30

Filed2026-07-15

ILCV

ISHARES TR

2.42%

Shares147.4K

Event2026-06-30

Filed2026-07-15

DGRW

WISDOMTREE TR

-3.48%

Shares151.5K

Event2026-06-30

Filed2026-07-15

USFR

WISDOMTREE TR

6.51%

Shares260.8K

Event2026-06-30

Filed2026-07-15

DFAU

DIMENSIONAL ETF TRUST

5.37%

Shares251.7K

Event2026-06-30

Filed2026-07-15

TSLA

TESLA INC

-0.71%

Shares19.7K

Event2026-06-30

Filed2026-07-15

VCIT

VANGUARD SCOTTSDALE FDS

359.83%

Shares82.7K

Event2026-06-30

Filed2026-07-15

BMNR

BITMINE IMMERSION TECHS INC

690.85%

Shares414.2K

Event2026-06-30

Filed2026-07-15

VCSH

VANGUARD SCOTTSDALE FDS

765.52%

Shares76.1K

Event2026-06-30

Filed2026-07-15

STRATEGY INC

861.34%

Shares38.9K

Event2026-06-30

Filed2026-07-15

DFAS

DIMENSIONAL ETF TRUST

2.46%

Shares42.8K

Event2026-06-30

Filed2026-07-15

EZM

WISDOMTREE TR

-2.45%

Shares36.0K

Event2026-06-30

Filed2026-07-15

DFAE

DIMENSIONAL ETF TRUST

0.13%

Shares63.2K

Event2026-06-30

Filed2026-07-15

VGSH

VANGUARD SCOTTSDALE FDS

-63.62%

Shares40.9K

Event2026-06-30

Filed2026-07-15

VGIT

VANGUARD SCOTTSDALE FDS

-61.82%

Shares40.5K

Event2026-06-30

Filed2026-07-15

DFLV

DIMENSIONAL ETF TRUST

684.52%

Shares45.1K

Event2026-06-30

Filed2026-07-15

VGT

VANGUARD WORLD FD

782.95%

Shares11.7K

Event2026-06-30

Filed2026-07-15

FTRI

FIRST TR EXCHANGE-TRADED FD

36.06%

Shares72.9K

Event2026-06-30

Filed2026-07-15

MICRON TECHNOLOGY INC

70.29%

Shares1.2K

Event2026-06-30

Filed2026-07-15

META PLATFORMS INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-15

IREN

IREN LIMITED

New

Shares23.7K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

0.17%

Shares2.4K

Event2026-06-30

Filed2026-07-15

UNITEDHEALTH GROUP INC

-3.41%

Shares1.9K

Event2026-06-30

Filed2026-07-15

VIS

VANGUARD WORLD FD

New

Shares2.2K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

8.55%

Shares2.4K

Event2026-06-30

Filed2026-07-15

ARK ETF TR

-22.08%

Shares17.6K

Event2026-06-30

Filed2026-07-15

AMZN

AMAZON COM INC

-19.65%

Shares2.9K

Event2026-06-30

Filed2026-07-15

TQQQ

PROSHARES TR

-1.24%

Shares8.5K

Event2026-06-30

Filed2026-07-15

AMD

ADVANCED MICRO DEVICES INC

-77.26%

Shares1.2K

Event2026-06-30

Filed2026-07-15

STATE STR SPDR S&P 500 ETF T

-5.69%

Shares828

Event2026-06-30

Filed2026-07-15

IJR

ISHARES TR

New

Shares4.1K

Event2026-06-30

Filed2026-07-15

EOSE

EOS ENERGY ENTERPRISES INC

-36.38%

Shares129.9K

Event2026-06-30

Filed2026-07-15

CIPHER DIGITAL INC

-16.54%

Shares27.8K

Event2026-06-30

Filed2026-07-15

CEG

CONSTELLATION ENERGY CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-15

TFLO

ISHARES TR

New

Shares10.0K

Event2026-06-30

Filed2026-07-15

PANW

PALO ALTO NETWORKS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-15

ORACLE CORP

New

Shares3.2K

Event2026-06-30

Filed2026-07-15

SOLZ

VOLATILITY SHS TR

New

Shares52.7K

Event2026-06-30

Filed2026-07-15

GE AEROSPACE

New

Shares1.1K

Event2026-06-30

Filed2026-07-15

CRM

SALESFORCE INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-15

ARK ETF TR

31.65%

Shares2.7K

Event2026-06-30

Filed2026-07-15

QCOM

QUALCOMM INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-15

SELECT SECTOR SPDR TR

New

Shares6.3K

Event2026-06-30

Filed2026-07-15

ISHARES TR

0.86%

Shares2.9K

Event2026-06-30

Filed2026-07-15

WPM

WHEATON PRECIOUS METALS CORP

New

Shares2.6K

Event2026-06-30

Filed2026-07-15

SPACE EXPLORATION TECHN CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-15

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-15

UUUU

ENERGY FUELS INC

77.25%

Shares18.7K

Event2026-06-30

Filed2026-07-15

VERIZON COMMUNICATIONS INC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-15

ARK ETF TR

-6.54%

Shares2.9K

Event2026-06-30

Filed2026-07-15

IIM

INVESCO VALUE MUN INCOME TR

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-15

QBTS

D-WAVE QUANTUM INC

2.67%

Shares10.8K

Event2026-06-30

Filed2026-07-15

IONQ INC

New

Shares5.2K

Event2026-06-30

Filed2026-07-15

IBBQ

INVESCO EXCH TRADED FD TR II

New

Shares6.2K

Event2026-06-30

Filed2026-07-15

ASST

STRIVE INC

New

Shares15.2K

Event2026-06-30

Filed2026-07-15

RDW

REDWIRE CORPORATION

-46.81%

Shares15.0K

Event2026-06-30

Filed2026-07-15

SLNH

SOLUNA HOLDINGS INC

New

Shares50.0K

Event2026-06-30

Filed2026-07-15

DPRO

DRAGANFLY INC.

New

Shares10.0K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

IBIT Call CallISHARES BITCOIN TRUST ETF95.7K shares-71.90%2026-06-302026-07-15

NVDA Call CallNVIDIA CORPORATION14.7K sharesnew addition2026-06-302026-07-15

PALANTIR TECHNOLOGIES INC Call CallPALANTIR TECHNOLOGIES INC21.9K sharesnew addition2026-06-302026-07-15

TLT Call CallISHARES TR23.6K sharesnew addition2026-06-302026-07-15

MSFT Call CallMICROSOFT CORP4.2K sharesnew addition2026-06-302026-07-15

TEMPUS AI INC Call CallTEMPUS AI INC24.1K sharesnew addition2026-06-302026-07-15

ETHA Call CallISHARES ETHEREUM TR81.5K shares128.16%2026-06-302026-07-15

SHLD Call CallGLOBAL X FDS14.6K sharesnew addition2026-06-302026-07-15

COPX Call CallGLOBAL X FDS9.1K sharesnew addition2026-06-302026-07-15

XLK Call CallSELECT SECTOR SPDR TR3.5K sharesnew addition2026-06-302026-07-15

NETFLIX INC. Call CallNETFLIX INC.7.0K sharesnew addition2026-06-302026-07-15

SMR Call CallNUSCALE PWR CORP43.7K sharesnew addition2026-06-302026-07-15

URA Call CallGLOBAL X FDS9.0K sharesnew addition2026-06-302026-07-15

IGV Call CallISHARES TR2.7K sharesnew addition2026-06-302026-07-15

SYM Call CallSYMBOTIC INC5.0K sharesnew addition2026-06-302026-07-15

DFDV Call CallDEFI DEVELOPMENT CORP49.3K sharesnew addition2026-06-302026-07-15

CGC Call CallCANOPY GROWTH CORPORATION133.0K shares0.38%2026-06-302026-07-15

IBIT Call

ISHARES BITCOIN TRUST ETF

-71.90%

Shares95.7K

Event2026-06-30

Filed2026-07-15

NVDA Call

NVIDIA CORPORATION

New

Shares14.7K

Event2026-06-30

Filed2026-07-15

PALANTIR TECHNOLOGIES INC Call

PALANTIR TECHNOLOGIES INC

New

Shares21.9K

Event2026-06-30

Filed2026-07-15

TLT Call

ISHARES TR

New

Shares23.6K

Event2026-06-30

Filed2026-07-15

MSFT Call

MICROSOFT CORP

New

Shares4.2K

Event2026-06-30

Filed2026-07-15

TEMPUS AI INC Call

TEMPUS AI INC

New

Shares24.1K

Event2026-06-30

Filed2026-07-15

ETHA Call

ISHARES ETHEREUM TR

128.16%

Shares81.5K

Event2026-06-30

Filed2026-07-15

SHLD Call

GLOBAL X FDS

New

Shares14.6K

Event2026-06-30

Filed2026-07-15

COPX Call

GLOBAL X FDS

New

Shares9.1K

Event2026-06-30

Filed2026-07-15

XLK Call

SELECT SECTOR SPDR TR

New

Shares3.5K

Event2026-06-30

Filed2026-07-15

NETFLIX INC. Call

NETFLIX INC.

New

Shares7.0K

Event2026-06-30

Filed2026-07-15

SMR Call

NUSCALE PWR CORP

New

Shares43.7K

Event2026-06-30

Filed2026-07-15

URA Call

GLOBAL X FDS

New

Shares9.0K

Event2026-06-30

Filed2026-07-15

IGV Call

ISHARES TR

New

Shares2.7K

Event2026-06-30

Filed2026-07-15

SYM Call

SYMBOTIC INC

New

Shares5.0K

Event2026-06-30

Filed2026-07-15

DFDV Call

DEFI DEVELOPMENT CORP

New

Shares49.3K

Event2026-06-30

Filed2026-07-15

CGC Call

CANOPY GROWTH CORPORATION

0.38%

Shares133.0K

Event2026-06-30

Filed2026-07-15

Put Option Holdings

No put option holdings data available