13F Filings History of Laidlaw Wealth Management LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$32,308,517
Signature - Title
Alex Shtaynberger - Chief Compliance Officer
Location
New York City, NY
Summary
This page shows a list of all the recent 13F filings made by Laidlaw Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Laidlaw Wealth Management LLC reported 47 stock holdings with total value $32,308,517 as of Q4 2025. Top holdings included AAPL, NVDA, MSFT, TSLA, and META.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 47 $32,308,517 +$3,184,908 -$12,671,213 -$9,486,305 AAPL, NVDA, MSFT, TSLA, META 13F-HR 17 Feb 2026, 11:41
Q3 2025 58 $41,958,453 +$7,675,552 -$5,005,045 +$2,670,507 NVDA, MSFT, AAPL, TSLA, BABA 13F-HR 14 Nov 2025, 13:14
Q2 2025 52 $34,700,053 +$3,544,524 -$7,914,123 -$4,369,599 NVDA, MSFT, AAPL, META, TSLA 13F-HR 13 Aug 2025, 09:27
Q1 2025 55 $33,601,497 +$1,543,103 -$191,411,686 -$189,868,583 AAPL, MSFT, NVDA, BRKB, META 13F-HR 15 May 2025, 17:38
Q4 2024 176 $226,960,473 +$30,167,220 -$11,012,472 +$19,154,748 PLTR, AAPL, NVDA, MSFT, SHV 13F-HR 31 Jan 2025, 18:05
Q3 2024 177 $202,210,210 +$22,429,979 -$11,380,060 +$11,049,919 AAPL, NVDA, MSFT, PLTR, XLK 13F-HR 12 Nov 2024, 14:39
Q2 2024 172 $182,076,446 +$17,272,070 -$14,212,155 +$3,059,915 MSFT, NVDA, AAPL, XLK, VGSH 13F-HR 01 Aug 2024, 16:40
Q1 2024 172 $179,159,235 +$13,616,896 -$127,502,480 -$113,885,584 MSFT, AAPL, NVDA, XLK, SHV 13F-HR 15 May 2024, 15:10
Q4 2023 235 $275,149,578 +$9,177,783 -$65,484,288 -$56,306,505 AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 12 Feb 2024, 16:57
Q3 2023 266 $302,506,920 +$23,855,103 -$213,506,241 -$189,651,138 AAPL, MSFT, NVDA, SCHG, SHV 13F-HR 13 Nov 2023, 09:42
Q2 2023 351 $511,212,959 +$18,667,446 -$28,793,729 -$10,126,283 AAPL, UNP, MSFT, NVDA, VTI 13F-HR 11 Aug 2023, 17:37
Q1 2023 360 $489,837,608 +$20,666,072 -$26,790,859 -$6,124,787 AAPL, UNP, MSFT, VTI, SCHG 13F-HR 12 May 2023, 16:14
Q4 2022 366 $466,242,083 +$51,684,459 -$38,360,263 +$13,324,196 AAPL, UNP, MSFT, VTI, DIVO 13F-HR 14 Feb 2023, 09:53
Q3 2022 321 $427,966,000 +$38,323,174 -$65,470,632 -$27,147,458 AAPL, UNP, MSFT, VTI, AMZN 13F-HR 14 Nov 2022, 10:22
Q2 2022 372 $490,603,000 +$51,400,030 -$62,882,818 -$11,482,788 AAPL, UNP, MSFT, VTI, SCHG 13F-HR 12 Aug 2022, 15:14
Q1 2022 392 $598,569,000 +$55,914,568 -$46,886,651 +$9,027,917 AAPL, UNP, MSFT, VTI, AMZN 13F-HR 12 May 2022, 15:47
Q4 2021 390 $625,678,000 +$238,846,660 -$29,029,643 +$209,817,017 AAPL, UNP, MSFT, VTI, AMZN 13F-HR 14 Feb 2022, 12:41
Q3 2021 247 $390,010,000 +$43,611,342 -$34,768,160 +$8,843,182 AAPL, MSFT, AMZN, ADBE, SCHO 13F-HR 12 Nov 2021, 16:48
Q2 2021 267 $387,732,000 +$87,545,324 -$14,013,670 +$73,531,654 AAPL, MSFT, AMZN, SCHG, SCHO 13F-HR 13 Aug 2021, 16:13
Q1 2021 216 $292,654,000 +$50,753,551 -$234,907,706 -$184,154,155 AAPL, AMZN, SCHO, SCHG, MINT 13F-HR 17 May 2021, 14:59
Q4 2020 353 $474,818,000 +$241,784,897 -$10,075,959 +$231,708,938 AAPL, UNP, MSFT, ADBE, AMZN 13F-HR 16 Feb 2021, 12:52
Q3 2020 205 $225,170,000 +$39,937,941 -$7,935,253 +$32,002,688 AAPL, ASPU, ADBE, SCHG, MSFT 13F-HR 16 Nov 2020, 13:06
Q2 2020 182 $191,536,000 +$19,634,161 -$5,356,458 +$14,277,703 AAPL, ADBE, ASPU, SCHG, MSFT Restatement 19 Aug 2020, 14:07
Q1 2020 150 $152,690,000 +$39,213,064 -$20,789,456 +$18,423,608 AAPL, ADBE, ASPU, SCHG, SCHV 13F-HR 15 May 2020, 13:23
Q4 2019 169 $158,221,000 $0 $0 $0 AAPL, ADBE, MSFT, SCHG, SCHV 13F-HR 14 Feb 2020, 13:37