SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Lauer Wealth, LLC

CIK 0001860063 · 196 E 112 S, VALPARAISO, IN, 46383 · 219-243-8129

Reported Value
$129M
Q3 2024
Positions
37
Filings on Record
13
2019–present window
Filed
Oct 24, 2024
original filing

Summary

Lauer Wealth, LLC reported $129M in U.S.-listed holdings across 37 positions for Q3 2024.

The portfolio is heavily concentrated: Wisdomtree Tr alone accounts for 20.6% of reported value.

Compared with Q2 2024, the fund opened 2 new positions and exited 10.

Portfolio Metrics

Turnover
+5.2%
vs prior filed quarter
Top-10 Concentration
+84.9%
share of reported value
Largest Position
+20.6%
Wisdomtree Tr
New / Exited
2 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’23: $80MQ1 ’23Q2 ’23: $97MQ3 ’23: $93MQ3 ’23Q4 ’23: $108MQ1 ’24: $115MQ1 ’24Q2 ’24: $127MQ3 ’24: $129MQ3 ’24Q4 ’24: $150MQ1 ’25: $130MQ1 ’25Q2 ’25: $121MQ3 ’25: $140MQ3 ’25Q4 ’25: $135MQ1 ’26: $126MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 85.4%Common Stock: 14.5%Other: 0.0%
  • ETP · 85.4% · $111M
  • Common Stock · 14.5% · $19M
  • Other · 0.0% · $38,160

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NVDANVIDIA CORPORATIONNEW+4.2K4.2K+$592,432$592,432
CRISPR THERAPEUTICS AGNEW+10.6K10.6K+$38,160$38,160
MSFTMICROSOFT CORPADDED+1.0K1.6K+$408,941$671,327
ISHARES TRSOLD OUT4.2K0$396,048$0
LLYELI LILLY & COSOLD OUT4190$391,766$0
SPDR SER TRSOLD OUT3.7K0$298,340$0
TAT&T INCSOLD OUT14.2K0$268,026$0
PSAPUBLIC STORAGE OPER COSOLD OUT8330$247,093$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2024

23 positions
#IssuerClass% PortfolioValueShares
1WISDOMTREE TRFLOATNG RAT TREA · US QTLY DIV GRT · US MIDCAP FUND33.91%$44M754.9K
2DFAUDIMENSIONAL ETF TRUSTUS CORE EQT MKT · US LARGE CAP VAL · US SMALL CAP ETF · EMGR CRE EQT MNG · US TARGETED VLU · US MKTWIDE VALUE16.62%$22M580.9K
3ISHARES TRMORNINGSTAR VALU · 3 7 YR TREAS BD · CORE S&P SCP ETF · ISHARES BIOTECH12.04%$16M170.7K
4NDQINVESCO QQQ TRhistory →UNIT SER 111.07%$14M29.3K
5TSLATESLA INChistory →COM9.69%$13M58.8K
6VANGUARD SCOTTSDALE FDSINT-TERM CORP · SHRT TRM CORP BD8.58%$11M137.0K
7VTVVANGUARD INDEX FDSTOTAL STK MKT · VALUE ETF1.26%$2M6.6K
8SPDR SER TRS&P HOMEBUILD1.08%$1M11.8K
9GOOGALPHABET INCCAP STK CL C0.99%$1M7.8K
10SOFISOFI TECHNOLOGIES INCCOM0.58%$745,46078.7K
11MSFTMICROSOFT CORPCOM0.52%$671,3271.6K
12AAPLAPPLE INCCOM0.47%$604,3602.6K
13NVDANVIDIA CORPORATIONCOM0.46%$592,4324.2K
14PLTRPALANTIR TECHNOLOGIES INCCL A0.30%$390,5939.2K
15MPMP MATERIALS CORPCOM CL A0.28%$361,86820.3K
16CVSCVS HEALTH CORPCOM0.26%$340,8506.0K
17PROSHARES TRULTRAPRO QQQ0.26%$335,0444.7K
18QCOMQUALCOMM INCCOM0.23%$293,7161.8K
19KMIKINDER MORGAN INC DELCOM0.20%$256,86510.4K
20CFGCITIZENS FINL GROUP INCCOM0.19%$250,5466.0K
21USBUS BANCORP DELCOM NEW0.19%$248,7165.1K
22BACVERIZON COMMUNICATIONS INCCOM0.19%$239,9305.6K
23ALPS ETF TRALERIAN MLP0.17%$213,7184.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$126M67Apr 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$135M63Jan 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$140M66Oct 20, 202513F-HRchanges · EDGAR ↗
Q2 2025$121M52Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$130M57May 2, 202513F-HRchanges · EDGAR ↗
Q4 2024$150M37Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024$129M37Oct 24, 202413F-HRchanges · EDGAR ↗
Q2 2024$127M45Jul 16, 202413F-HRchanges · EDGAR ↗
Q1 2024$115M42Apr 16, 202413F-HRchanges · EDGAR ↗
Q4 2023$108M45Jan 29, 202413F-HRchanges · EDGAR ↗
Q3 2023$93M47Oct 17, 202313F-HRchanges · EDGAR ↗
Q2 2023$97M44Aug 3, 202313F-HRchanges · EDGAR ↗
Q1 2023$80M42May 12, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.