Laidlaw Wealth Management LLC
Laidlaw Wealth Management LLC aims to be a premier global wealth management firm, leveraging an open architecture platform, deep industry knowledge, and a vast network of specialized services to provide clients with comprehensive solutions and unbiased advice. The firm partners with top financial services companies to offer advanced technology and investment strategies, with a focus on wealth creation and preservation, and building long-term client partnerships.
Investment Strategy
Utilizes an open architecture platform, proven investment strategies, deep industry knowledge, and partnerships with leading financial services providers. Focuses on comprehensive, personalized solutions for wealth creation and preservation, with an emphasis on clarity, transparency, and long-term client relationships.
Latest 13F Filing Activity
Laidlaw Wealth Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 51 equity positions with a total 13F market value of $35M. The fund increased holdings in Nvidia Corporation, Coinbase Global Inc., SPDR S&P 500 Etf TR among other positions. Laidlaw Wealth Management LLC reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Invesco QQQ TR among others.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 10.29% | $3.6M | 22,598 | $27.09 | $157.99 | +$975.9K |
M MSFT | MICROSOFT CORP | 9.33% | $3.2M | 6,511 | $277.51 | $497.41 | +$385.3K |
A AAPL | APPLE INC | 7.91% | $2.7M | 13,370 | $132.94 | $205.17 | -$697.0K |
M META | META PLATFORMS INC | 5.07% | $1.8M | 2,385 | $272.50 | $738.09 | +$173.1K |
T TSLA | TESLA INC | 4.72% | $1.6M | 5,161 | $219.32 | $317.66 | +$137.6K |