Laidlaw Wealth Management LLC
Annual return '25
+28.8%
SPY '25
+17.7%
Alpha
+11.1ptsvs SPY
Invested
$28.8M
Holdings
50
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 97.0% (70.7k → 2.1k shares)
11.7%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +177.3% (81.3k → 225.3k shares)
10.2%
03
$MSFT
MICROSOFT CORP
Q1 2026: Increased +41.9% (91.8k → 130.2k shares)
5.7%
04
$NDQ
INVESCO QQQ TR
Q4 2025: New position (864 shares)
5.0%
05
$META
META PLATFORMS INC
Q1 2026: Increased +25.7% (9.7k → 12.2k shares)
4.9%
06
$TSLA
TESLA INC
Q1 2026: Sold 93.0% (12.8k → 900 shares)
4.8%
07
$BABA
ALIBABA GROUP HLDG LTD
Q1 2026: Sold 94.4% (28.8k → 1.6k shares)
4.2%
08
$SHLD
GLOBAL X FDS
Held since at least Q1 2024
3.5%
09
$LLY
ELI LILLY & CO
Q1 2026: Sold 9.1% (2.0k → 1.8k shares)
3.0%
10
$PLTR
PALANTIR TECHNOLOGIES INC
Q1 2026: Increased +25.9% (15.4k → 19.4k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.