LAUREL OAK WEALTH MANAGEMENT, LLC - Portfolio overview

LAUREL OAK WEALTH MANAGEMENT, LLC has 360 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 7.14%
2. NVDA - NVIDIA CORPORATION, 4.23%
3. VT - VANGUARD INTL EQUITY INDEX F, 3.36%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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