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MICHELLE ELDRIDGE

Laurel Oak Wealth Management, Llc

Assets Managed
$595.496M
Holdings
360
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
0.33%(2Q avg: 0.17%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Laurel Oak Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 360 positions.

Assets under management

The assets under management (AUM) of Laurel Oak Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 595.496M in assets, with a quarterly growth rate of 0.33% and a 2-quarter average growth rate of 0.17%. The portfolio is managed by MICHELLE ELDRIDGE, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 2.8%
7.15%
$42.533M
167,591 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.19%
4.23%
$25.184M
144,401 shares@ $174.41 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Increased 91.08%
3.37%
$20.02M
144,738 shares@ $138.32 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -14.79%
2.82%
$16.771M
38,395 shares@ $436.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.2%
2.8%
$16.616M
79,779 shares@ $208.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.14%
2.76%
$16.431M
57,138 shares@ $287.57 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.63%
2.1%
$12.466M
33,676 shares@ $370.18 avg price
HEGD
Swan Hedged Equity Us Lg Cap
Recent Activity
Increased 118.97%
2.03%
$12.065M
488,479 shares@ $24.7 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 9.34%
1.94%
$11.523M
39,172 shares@ $294.16 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -23.43%
1.91%
$11.345M
200,514 shares@ $56.58 avg price

1-10 of 360