Laurel Oak Wealth Management, LLC ETF holdings
Marlton, NJ
Reported $391.4M in 193 ETFs in its Form 13F for June 30, 2026.
ETF value
$391.4M
ETFs held
193
Change from prior quarter
+16.4%
With price moves
ETFs as a share of its 13F
57.0%
of $686.5M
Top 10 of 193 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VT | Vanguard Total World Stock ETF | $28.1M | 179,208 | +34,470 shares |
| VUG | Vanguard Morningstar Growth ETF | $18.6M | 216,078 | +177,683 shares |
| HEGD | Swan Hedged Equity US Large Cap ETF | $16.8M | 630,722 | +142,243 shares |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | $12.9M | 282,884 | +54,545 shares |
| VGT | Vanguard Information Technology ETF | $12.3M | 103,220 | +90,344 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $11.1M | 183,066 | −17,448 shares |
| VIG | Vanguard Dividend Appreciation ETF | $11.1M | 46,705 | −1,345 shares |
| BALT | Innovator Defined Wealth Shield ETF - Quarterly | $10.4M | 303,972 | +82,574 shares |
| VYM | Vanguard High Dividend Yield ETF | $9.9M | 62,826 | −2,210 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $9.4M | 12,630 | −332 shares |
183 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002111403. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Laurel Oak Wealth Management, LLC own?
Laurel Oak Wealth Management, LLC reported 193 ETF positions worth $391.4M in its Form 13F for June 30, 2026. The largest was VT, at $28.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.