Lauer Wealth, LLC
RIA/Wealth
Lauer Wealth, LLC is a RIA/Wealth based in Valparaiso, IN led by Richard Thomas Lauer, reporting $329.6M in AUM as of Q3 2025 with 75% ETF concentration and 76% concentrated in top 10 holdings.
PresidentRichard Thomas Lauer
- Portfolio Value
- $135.4M
- Positions
- 56
- Top Holding
- QQQ at 13.06%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Lauer Wealth, LLC's portfolio (76.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $17.7M | 13.06% | -$45.8K Sold | — 29.4K shares | |
ETF ETF | $15.8M | 11.67% | +$231.6K Bought | — 313.8K shares | |
ETF ETF | $14.2M | 10.52% | +$112.5K Bought | — 160.8K shares | |
ETF ETF | $12.5M | 9.26% | +$132.5K Bought | — 139.3K shares | |
ETF ETF | $11.2M | 8.28% | +$171.9K Bought | — 245.7K shares | |
Auto - Manufacturers Consumer Cyclical | $10.3M | 7.60% | -$415.1K Sold | 0.00% 23.6K shares | |
ETF ETF | $6.5M | 4.79% | -$40.1K Sold | — 110.1K shares | |
ETF ETF | $6.3M | 4.63% | +$80.5K Bought | — 104.0K shares | |
Electrical Equipment & Parts Industrials | $6.0M | 4.41% | -$5.2M Sold | 0.12% 326.4K shares | |
ETF ETF | $2.7M | 2.01% | +$32.9K Bought | — 39.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Lauer Wealth, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-82.13% |
Analytics
Portfolio insights and performance metrics for Lauer Wealth, LLC
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