Filed: 11/14/2025ACC: 0001800608-25-000006
📋 What this filing means
LAIDLAW WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $41.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$41.99M
Total AUM (reported)
569.45K
Total Shares
Allocation by class
COM$24.21M57.7%
CL A$3.86M9.2%
SPONSORED ADS$1.78M4.2%
UNIT SER 1$1.43M3.4%
FT VEST US EQT$1.36M3.2%
DEFENSE TECH ETF$1.12M2.7%
GOLD SHS$1.10M2.6%
Portfolio Concentration
Top 3$10.68M25.4%
4–10$10.19M24.3%
11–25$12.27M29.2%
Rest$8.85M21.1%
Top 3 weight
25.4%
Top 10 weight
49.7%
Voting Authority Distribution
Total shares with voting rights: 569.45K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
569.45K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings58
Rows:
NVIDIA CORPORATION
SOLEShares20.57K
TypeSH
Market value$3.84M
9.14%
Sole
0.00
Shared
0.00
None
20.57K
MICROSOFT CORP
SOLEShares6.62K
TypeSH
Market value$3.43M
8.17%
Sole
0.00
Shared
0.00
None
6.62K
APPLE INC
SOLEShares13.40K
TypeSH
Market value$3.41M
8.13%
Sole
0.00
Shared
0.00
None
13.40K
TESLA INC
SOLEShares4.17K
TypeSH
Market value$1.85M
4.41%
Sole
0.00
Shared
0.00
None
4.17K
ALIBABA GROUP HLDG LTD
SOLEShares9.51K
TypeSH
Market value$1.70M
4.05%
Sole
0.00
Shared
0.00
None
9.51K
META PLATFORMS INC
SOLEShares2.29K
TypeSH
Market value$1.68M
4.00%
Sole
0.00
Shared
0.00
None
2.29K
INVESCO QQQ TR
SOLEShares2.41K
TypeSH
Market value$1.43M
3.42%
Sole
0.00
Shared
0.00
None
2.41K
PALANTIR TECHNOLOGIES INC
SOLEShares6.89K
TypeSH
Market value$1.26M
2.99%
Sole
0.00
Shared
0.00
None
6.89K
FIRST TR EXCHNG TRADED FD VI
SOLEShares20.72K
TypeSH
Market value$1.14M
2.72%
Sole
0.00
Shared
0.00
None
20.72K
GLOBAL X FDS
SOLEShares15.99K
TypeSH
Market value$1.12M
2.68%
Sole
0.00
Shared
0.00
None
15.99K
AMAZON COM INC
SOLEShares5.07K
TypeSH
Market value$1.11M
2.65%
Sole
0.00
Shared
0.00
None
5.07K
SPDR GOLD TR
SOLEShares3.11K
TypeSH
Market value$1.10M
2.63%
Sole
0.00
Shared
0.00
None
3.11K
PALO ALTO NETWORKS INC
SOLEShares5.11K
TypeSH
Market value$1.04M
2.48%
Sole
0.00
Shared
0.00
None
5.11K
D-WAVE QUANTUM INC
SOLEShares39.11K
TypeSH
Market value$966.5K
2.30%
Sole
0.00
Shared
0.00
None
39.11K
FIRST TR EXCHANGE-TRADED FD
SOLEShares22.95K
TypeSH
Market value$872.4K
2.08%
Sole
0.00
Shared
0.00
None
22.95K
ISHARES SILVER TR
SOLEShares20.30K
TypeSH
Market value$860.2K
2.05%
Sole
0.00
Shared
0.00
None
20.30K
COSTCO WHSL CORP NEW
SOLEShares894.00
TypeSH
Market value$827.5K
1.97%
Sole
0.00
Shared
0.00
None
894.00
ALPHABET INC
SOLEShares3.28K
TypeSH
Market value$796.4K
1.90%
Sole
0.00
Shared
0.00
None
3.28K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.56K
TypeSH
Market value$785.3K
1.87%
Sole
0.00
Shared
0.00
None
1.56K
NETFLIX INC
SOLEShares609.00
TypeSH
Market value$730.1K
1.74%
Sole
0.00
Shared
0.00
None
609.00
ISHARES INC
SOLEShares11.13K
TypeSH
Market value$689.1K
1.64%
Sole
0.00
Shared
0.00
None
11.13K
ELI LILLY & CO
SOLEShares848.00
TypeSH
Market value$647.0K
1.54%
Sole
0.00
Shared
0.00
None
848.00
WESTERN ASSET EMERGING MKTS
SOLEShares60.70K
TypeSH
Market value$626.4K
1.49%
Sole
0.00
Shared
0.00
None
60.70K
CROWDSTRIKE HLDGS INC
SOLEShares1.26K
TypeSH
Market value$615.9K
1.47%
Sole
0.00
Shared
0.00
None
1.26K
JPMORGAN CHASE & CO.
SOLEShares1.89K
TypeSH
Market value$595.2K
1.42%
Sole
0.00
Shared
0.00
None
1.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 20.57K | SH | $3.84M 9.14% | 0.00 | 0.00 | 20.57K |
MICROSOFT CORPSOLE | COM | 6.62K | SH | $3.43M 8.17% | 0.00 | 0.00 | 6.62K |
APPLE INCSOLE | COM | 13.40K | SH | $3.41M 8.13% | 0.00 | 0.00 | 13.40K |
TESLA INCSOLE | COM | 4.17K | SH | $1.85M 4.41% | 0.00 | 0.00 | 4.17K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 9.51K | SH | $1.70M 4.05% | 0.00 | 0.00 | 9.51K |
META PLATFORMS INCSOLE | CL A | 2.29K | SH | $1.68M 4.00% | 0.00 | 0.00 | 2.29K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.41K | SH | $1.43M 3.42% | 0.00 | 0.00 | 2.41K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 6.89K | SH | $1.26M 2.99% | 0.00 | 0.00 | 6.89K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 20.72K | SH | $1.14M 2.72% | 0.00 | 0.00 | 20.72K |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 15.99K | SH | $1.12M 2.68% | 0.00 | 0.00 | 15.99K |
AMAZON COM INCSOLE | COM | 5.07K | SH | $1.11M 2.65% | 0.00 | 0.00 | 5.07K |
SPDR GOLD TRSOLE | GOLD SHS | 3.11K | SH | $1.10M 2.63% | 0.00 | 0.00 | 3.11K |
PALO ALTO NETWORKS INCSOLE | COM | 5.11K | SH | $1.04M 2.48% | 0.00 | 0.00 | 5.11K |
D-WAVE QUANTUM INCSOLE | COM | 39.11K | SH | $966.5K 2.30% | 0.00 | 0.00 | 39.11K |
FIRST TR EXCHANGE-TRADED FDSOLE | SMID RISNG ETF | 22.95K | SH | $872.4K 2.08% | 0.00 | 0.00 | 22.95K |
ISHARES SILVER TRSOLE | ISHARES | 20.30K | SH | $860.2K 2.05% | 0.00 | 0.00 | 20.30K |
COSTCO WHSL CORP NEWSOLE | COM | 894.00 | SH | $827.5K 1.97% | 0.00 | 0.00 | 894.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.28K | SH | $796.4K 1.90% | 0.00 | 0.00 | 3.28K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.56K | SH | $785.3K 1.87% | 0.00 | 0.00 | 1.56K |
NETFLIX INCSOLE | COM | 609.00 | SH | $730.1K 1.74% | 0.00 | 0.00 | 609.00 |
ISHARES INCSOLE | MSCI EURZONE ETF | 11.13K | SH | $689.1K 1.64% | 0.00 | 0.00 | 11.13K |
ELI LILLY & COSOLE | COM | 848.00 | SH | $647.0K 1.54% | 0.00 | 0.00 | 848.00 |
WESTERN ASSET EMERGING MKTSSOLE | COM | 60.70K | SH | $626.4K 1.49% | 0.00 | 0.00 | 60.70K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 1.26K | SH | $615.9K 1.47% | 0.00 | 0.00 | 1.26K |
JPMORGAN CHASE & CO.SOLE | COM | 1.89K | SH | $595.2K 1.42% | 0.00 | 0.00 | 1.89K |
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