Laidlaw Wealth Management LLC
RIA/Wealth
Laidlaw Wealth Management LLC is a RIA/Wealth based in New York, NY led by Arthur Jarrod Daponte, reporting $114.8M in AUM as of Q3 2025 with 41% Technology concentration and 41% technology allocation.
CFOArthur Jarrod Daponte
- Portfolio Value
- $42.0M
- Positions
- 58
- Top Holding
- NVDA at 9.14%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Laidlaw Wealth Management LLC's portfolio (49.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $3.8M | 9.14% | -$379.3K Sold | 0.00% 20.6K shares | |
Software - Infrastructure Technology | $3.4M | 8.18% | +$58.0K Bought | 0.00% 6.6K shares | |
Consumer Electronics Technology | $3.4M | 8.14% | +$8.9K Bought | 0.00% 13.4K shares | |
Auto - Manufacturers Consumer Cyclical | $1.9M | 4.41% | -$442.9K Sold | 0.00% 4.2K shares | |
Unknown Unknown | $1.7M | 4.05% | -$3.6K Sold | — 9.5K shares | |
Internet Content & Information Communication Services | $1.7M | 4.00% | -$73.4K Sold | 0.00% 2.3K shares | |
ETF ETF | $1.4M | 3.35% | +$1.4M Bought | — 2.3K shares | |
Software - Infrastructure Technology | $1.3M | 3.00% | -$420.8K Sold | 0.00% 6.9K shares | |
ETF ETF | $1.1M | 2.72% | -$19.4K Sold | — 20.7K shares | |
Unknown Unknown | $1.1M | 2.68% | +$1.1M New | — 16.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Laidlaw Wealth Management LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Laidlaw Wealth Management LLC
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