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MICHELLE ELDRIDGE

Laurel Oak Wealth Management, Llc

Assets Managed
$686.517M
Holdings
383
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
15.29%(2Q avg: 7.81%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Laurel Oak Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 383 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 686.517M in assets, with a quarterly growth rate of 15.29% and a 2-quarter average growth rate of 7.81%. The portfolio is managed by MICHELLE ELDRIDGE, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.17%
7.08%
$48.573M
167,862 shares@ $289.37 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.09%
4.13%
$28.288M
141,376 shares@ $200.09 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Increased 23.82%
4.1%
$28.127M
179,208 shares@ $156.95 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 2.62%
3.06%
$20.953M
58,631 shares@ $357.37 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.39%
2.79%
$19.088M
80,086 shares@ $238.34 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 462.78%
2.72%
$18.613M
216,078 shares@ $86.14 avg price
HEGD
Swan Hedged Equity Us Lg Cap
Recent Activity
Increased 29.12%
2.45%
$16.815M
630,722 shares@ $26.66 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 4.68%
1.96%
$13.422M
41,003 shares@ $327.34 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Increased 23.89%
1.89%
$12.928M
282,884 shares@ $45.71 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.49%
1.83%
$12.5M
33,509 shares@ $373.03 avg price

1-10 of 383