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Laidlaw Wealth Management LLC

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13F filer, CIK 1800608, NEW YORK CITY, NY

Laidlaw Wealth Management LLC reported $28,810,373 across 49 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-06. Its ten largest share positions make up 55.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001800608-26-000002

Period
2026-03-31
Reported value
$28.8M
Holdings
49
Top 10 weight
55.77%
New
13
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XLEnew+7,797$478K
OUNZnew+9,047$408K
BNYnew+2,458$292K
QXOnew+15,005$291K
GLDnew+594$256K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EZUexited-11,985-$768K
SLVreduced-8,463-$577K
NEMexited-3,942-$394K
RACEexited-845-$312K
XEMDXreduced-31,100-$305K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001800608-26-000002, largest first. % of portfolio is the value over $28,808,529, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,247 shares; 2024Q4: 39,889 shares; 2025Q1: 15,487 shares; 2025Q2: 13,370 shares; 2025Q3: 13,405 shares; 2025Q4: 13,257 shares; 2026Q1: 13,257 shares 13,257$3.36M11.68%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,006 shares; 2024Q4: 62,852 shares; 2025Q1: 23,938 shares; 2025Q2: 22,598 shares; 2025Q3: 20,565 shares; 2025Q4: 16,115 shares; 2026Q1: 16,794 shares 16,794$2.93M10.17%+679Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,046 shares; 2024Q4: 17,222 shares; 2025Q1: 7,601 shares; 2025Q2: 6,511 shares; 2025Q3: 6,623 shares; 2025Q4: 4,513 shares; 2026Q1: 4,438 shares 4,438$1.64M5.7%-75Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 3,854 shares; 2025Q1: 1,352 shares; 2025Q2: not reported; 2025Q3: 2,343 shares; 2025Q4: 2,436 shares; 2026Q1: 2,493 shares 2,493$1.44M4.99%+57Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,650 shares; 2024Q4: 4,513 shares; 2025Q1: 2,754 shares; 2025Q2: 2,385 shares; 2025Q3: 2,285 shares; 2025Q4: 2,494 shares; 2026Q1: 2,480 shares 2,480$1.42M4.92%-14Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,574 shares; 2024Q4: 12,250 shares; 2025Q1: 5,795 shares; 2025Q2: 5,161 shares; 2025Q3: 4,165 shares; 2025Q4: 3,861 shares; 2026Q1: 3,715 shares 3,715$1.38M4.79%-146Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,864 shares; 2024Q4: 10,585 shares; 2025Q1: 9,729 shares; 2025Q2: 9,529 shares; 2025Q3: 9,509 shares; 2025Q4: 10,092 shares; 2026Q1: 9,646 shares 9,646$1.21M4.2%-446Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,991 shares; 2025Q4: 12,148 shares; 2026Q1: 14,062 shares 14,062$996K3.46%+1,914Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,878 shares; 2025Q1: 896 shares; 2025Q2: 895 shares; 2025Q3: 848 shares; 2025Q4: 848 shares; 2026Q1: 946 shares 946$870K3.02%+98Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,651 shares; 2024Q4: 272,062 shares; 2025Q1: 12,991 shares; 2025Q2: 9,199 shares; 2025Q3: 6,892 shares; 2025Q4: 4,417 shares; 2026Q1: 5,583 shares 5,583$817K2.83%+1,166Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 126,857 shares; 2025Q1: 2,984 shares; 2025Q2: 1,626 shares; 2025Q3: 1,562 shares; 2025Q4: 1,338 shares; 2026Q1: 1,466 shares 1,466$703K2.44%+128Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,462 shares; 2024Q4: 20,275 shares; 2025Q1: 8,013 shares; 2025Q2: 4,928 shares; 2025Q3: 5,073 shares; 2025Q4: 2,567 shares; 2026Q1: 3,373 shares 3,373$702K2.44%+806Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,063 shares; 2025Q1: 1,114 shares; 2025Q2: 1,056 shares; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares; 2026Q1: 851 shares 851$619K2.15%-193Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 6,516 shares; 2025Q1: 5,264 shares; 2025Q2: 4,522 shares; 2025Q3: 5,105 shares; 2025Q4: 3,066 shares; 2026Q1: 3,763 shares 3,763$603K2.09%+697Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,470 shares; 2024Q4: 45,697 shares; 2025Q1: 42,697 shares; 2025Q2: 38,697 shares; 2025Q3: 39,113 shares; 2025Q4: 40,621 shares; 2026Q1: 40,621 shares 40,621$586K2.03%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,368 shares; 2024Q4: 6,178 shares; 2025Q1: 4,053 shares; 2025Q2: 3,944 shares; 2025Q3: 3,276 shares; 2025Q4: 2,346 shares; 2026Q1: 1,840 shares 1,840$529K1.84%-506Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,300 shares; 2024Q4: 22,875 shares; 2025Q1: 31,655 shares; 2025Q2: 31,670 shares; 2025Q3: 31,670 shares; 2025Q4: 20,830 shares; 2026Q1: 26,830 shares 26,830$518K1.8%+6,000Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,616 shares; 2024Q4: 12,242 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,797 shares 7,797$478K1.66%newTimeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 920 shares; 2025Q1: 772 shares; 2025Q2: 691 shares; 2025Q3: 1,256 shares; 2025Q4: 662 shares; 2026Q1: 1,212 shares 1,212$473K1.64%+550Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,412 shares; 2025Q1: 570 shares; 2025Q2: 542 shares; 2025Q3: 609 shares; 2025Q4: 4,210 shares; 2026Q1: 4,890 shares 4,890$470K1.63%+680Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,091 shares; 2024Q4: 5,614 shares; 2025Q1: 4,226 shares; 2025Q2: 2,100 shares; 2025Q3: 1,398 shares; 2025Q4: 1,418 shares; 2026Q1: 1,433 shares 1,433$444K1.54%+15Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,767 shares; 2025Q4: 6,484 shares; 2026Q1: 6,951 shares 6,951$442K1.54%+467Timeline
OUNZVANECK MERK GOLD ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,047 shares 9,047$408K1.41%newTimeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,444 shares; 2025Q4: 8,692 shares; 2026Q1: 9,255 shares 9,255$399K1.39%+563Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,929 shares; 2024Q4: 65,484 shares; 2025Q1: 10,393 shares; 2025Q2: 16,722 shares; 2025Q3: 20,302 shares; 2025Q4: 14,263 shares; 2026Q1: 5,800 shares 5,800$395K1.37%-8,463Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,029 shares; 2024Q4: 2,893 shares; 2025Q1: 1,846 shares; 2025Q2: 1,973 shares; 2025Q3: 1,887 shares; 2025Q4: 960 shares; 2026Q1: 1,110 shares 1,110$327K1.13%+150Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,274 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,007 shares; 2025Q4: 2,388 shares; 2026Q1: 1,914 shares 1,914$316K1.1%-474Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,458 shares 2,458$292K1.01%newTimeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,005 shares 15,005$291K1.01%newTimeline
XEMDXWESTERN ASSET EMERGING MKTSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,850 shares; 2024Q4: 67,550 shares; 2025Q1: 68,550 shares; 2025Q2: 68,550 shares; 2025Q3: 60,700 shares; 2025Q4: 60,700 shares; 2026Q1: 29,600 shares 29,600$291K1.01%-31,100Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,632 shares; 2026Q1: 1,342 shares 1,342$284K0.98%-290Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,586 shares; 2025Q1: 1,503 shares; 2025Q2: 2,259 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 1,623 shares 1,623$283K0.98%+600Timeline
ETHAISHARES ETHEREUM TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,930 shares; 2026Q1: 16,210 shares 16,210$257K0.89%-2,720Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 694 shares; 2025Q3: 3,106 shares; 2025Q4: not reported; 2026Q1: 594 shares 594$256K0.89%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,394 shares; 2024Q4: 16,127 shares; 2025Q1: 2,595 shares; 2025Q2: not reported; 2025Q3: 1,028 shares; 2025Q4: 988 shares; 2026Q1: 878 shares 878$252K0.87%-110Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,129 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,267 shares; 2025Q4: 2,447 shares; 2026Q1: 2,107 shares 2,107$250K0.87%-340Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,908 shares; 2026Q1: 1,645 shares 1,645$229K0.8%-263Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,460 shares; 2024Q4: 49,645 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,410 shares 2,410$212K0.74%newTimeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,169 shares; 2025Q4: 1,335 shares; 2026Q1: 794 shares 794$211K0.73%-541Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: not reported; 2025Q1: 1,902 shares; 2025Q2: 1,902 shares; 2025Q3: 1,902 shares; 2025Q4: 1,902 shares; 2026Q1: 1,902 shares 1,902$209K0.72%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,448 shares 2,448$205K0.71%newTimeline
USOUNITED STS OIL FD LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,585 shares 1,585$202K0.7%newTimeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 11,200 shares; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 14,650 shares 14,650$198K0.69%+3,450Timeline
TET1 ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 44,500 shares; 2025Q1: 44,500 shares; 2025Q2: 44,500 shares; 2025Q3: 42,500 shares; 2025Q4: not reported; 2026Q1: 41,000 shares 41,000$180K0.62%newTimeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,641 shares; 2026Q1: 11,141 shares 11,141$123K0.43%+500Timeline
VUZIVUZIX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,352 shares; 2025Q2: 34,352 shares; 2025Q3: 34,352 shares; 2025Q4: not reported; 2026Q1: 34,352 shares 34,352$79.4K0.28%newTimeline
BITFBITFARMS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,120 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: not reported; 2026Q1: 12,600 shares 12,600$24.6K0.09%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
AAPLAPPLE INC COMput25$1.4Knew
USOUNITED STS OIL FD LP COMput2$444new

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
EZUISHARES INC11,985$768Kshares
NEMNEWMONT CORP3,942$394Kshares
RACEFERRARI N V845$312Kshares
TDGTRANSDIGM GROUP INC218$290Kshares
GDGENERAL DYNAMICS CORP833$280Kshares
SPOTSPOTIFY TECHNOLOGY S A444$258Kshares
RLRALPH LAUREN CORP705$249Kshares
COSTCOSTCO WHOLESALE CORPORATION272$235Kshares
APHAMPHENOL CORP1,596$216Kshares
COKECOCA COLA CONS INC1,336$205Kshares
QTEXQTREX QUANTUM LTD13,500$12.2Kshares
QQQINVESCO QQQ TR15$206put

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001800608-26-000002 base2026-05-06acceptance time not in the bulk data set