Lauer Wealth, LLC
Lauer Wealth Management, headquartered in Valparaiso, IN, is a Registered Investment Adviser (RIA) founded in 2017. The firm provides comprehensive wealth management solutions, offering customized investment management, tax, estate, and business planning services to families and business owners. Their team consists of Certified Financial Planner™ (CFP®) and Certified Public Accountant (CPA) professionals, following a fiduciary and fee-only model. They serve private clients and institutional relationships throughout Northwest Indiana and the Midwest region.
Investment Strategy
Lauer Wealth’s investment strategy emphasizes growing wealth while carefully managing risk. They invest broadly across stocks, customizing asset allocations tailored to individual client risk tolerances, goals, and objectives. Their approach includes lifetime cash flow modeling, tax optimization, and estate planning, seeking long-term capital appreciation within a disciplined, client-centered fiduciary framework. All investment recommendations are unbiased, with no commissions, ensuring alignment with clients’ best interests. The firm serves diverse clients, including families, business owners, and some institutions, offering both traditional and tax-advantaged investment products as part of holistic financial planning.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 12.64% | $17.7M | 29,369 | $387.36 | $600.37 | +$819.0K |
U USFR | WISDOMTREE TR | 11.29% | $15.8M | 313,845 | $50.29 | $50.27 | +$219.3K |
D DGRW | WISDOMTREE TR | 10.18% | $14.2M | 160,755 | $68.13 | $88.96 | +$516.0K |
I ILCV | ISHARES TR | 8.96% | $12.5M | 139,316 | $68.83 | $90.02 | +$850.1K |
D DFAU | DIMENSIONAL ETF TRUST | 8.02% | $11.2M | 245,676 | $37.05 | $45.76 | +$687.1K |
Options Positions (7)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
E EOSE | EOS ENERGY ENTERPRISES INC | Bought | Call | $1.8M | 1,392 | $11.39 | $11.39 | +1,392 | +$1.8M |
A AMD | ADVANCED MICRO DEVICES INC | Bought | Call | $674.2K | 50 | $161.79 | $161.79 | +50 | +$674.2K |
B BMNR | BITMINE IMMERSION TECNOLOGIE | New | Call | $281.9K | 176 | $51.93 | $51.93 | +176 | +$281.9K |
P PATH | UIPATH INC | Bought | Call | $260.5K | 421 | $13.38 | $13.38 | +421 | +$260.5K |
A AMZN | AMAZON COM INC | Bought | Call | $225.9K | 60 | $219.57 | $219.57 | +60 | +$225.9K |