Managers / Q4 2025 · view latest →
LAUREL OAK WEALTH MANAGEMENT, LLC
CIK 0002111403 · FIVE GREENTREE CENTER, 525 ROUTE 73 N STE 200, MARLTON, NJ, 08053-3422 · 856-519-0200
Reported Value
$594M
Q4 2025
Positions
361
Filings on Record
2
2019–present window
Filed
Feb 12, 2026
original filing
Summary
Laurel Oak Wealth Management, Llc reported $594M in U.S.-listed holdings across 361 positions for Q4 2025.
Its largest position, AAPL, represents 7.5% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 54.5% · $323M
- Common Stock · 42.8% · $254M
- ADR · 1.1% · $7M
- Other · 0.8% · $5M
- REIT · 0.4% · $3M
- Other · 0.3% · $2M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
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 ↗.