# EDGAR Filing Document

**Accession Number:** 0001800608
**File Stem:** 0001800608-26-000002
**Filing Date:** 2026-5
**Character Count:** 8392
**Document Hash:** 92709be4ce67f31da693177d4d3c4c13
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001800608-26-000002.hdr.sgml**: 20260506

**ACCESSION NUMBER**: 0001800608-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260506

**DATE AS OF CHANGE**: 20260506

**EFFECTIVENESS DATE**: 20260506

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Laidlaw Wealth Management LLC
- **CENTRAL INDEX KEY:** 0001800608

**ORGANIZATION NAME:**
- **EIN:** 262822137
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20083
- **FILM NUMBER:** 26948161

**BUSINESS ADDRESS:**
- **STREET 1:** 521 5TH AVENUE, 12TH FLOOR
- **CITY:** NEW YORK CITY
- **STATE:** NY
- **ZIP:** 10175
- **BUSINESS PHONE:** 212-697-5200

**MAIL ADDRESS:**
- **STREET 1:** 521 5TH AVENUE, 12TH FLOOR
- **CITY:** NEW YORK CITY
- **STATE:** NY
- **ZIP:** 10175

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Laidlaw Wealth Management LLC<br>**Address:** 521 5TH AVENUE 12TH FLOOR<br>NEW YORK CITY, NY 10175

**Form 13F File Number:** 028-20083

**CRD Number (if applicable):** 000119037

**SEC File Number (if applicable):** 8-53731

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Alex Shtaynberger<br>**Title:** Chief Compliance Officer<br>**Phone:** 212-953-4956

**Signature, Place, and Date of Signing:**

Alex Shtaynberger  New York City, NY  05-06-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 49

**Form 13F Information Table Value Total:** $28810373

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 3364554 | 13257 | SH |  | SOLE |  | 0 | 0 | 13257 |
| AMAZON COM INC | COM | 023135106 |  | 702495 | 3373 | SH |  | SOLE |  | 0 | 0 | 3373 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 702507 | 1466 | SH |  | SOLE |  | 0 | 0 | 1466 |
| WESTERN ASSET EMERGING MKTS | COM | 95766A101 |  | 290672 | 29600 | SH |  | SOLE |  | 0 | 0 | 29600 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 517819 | 26830 | SH |  | SOLE |  | 0 | 0 | 26830 |
| MICROSOFT CORP | COM | 594918104 |  | 1642814 | 4438 | SH |  | SOLE |  | 0 | 0 | 4438 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 996152 | 14062 | SH |  | SOLE |  | 0 | 0 | 14062 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 283392 | 1623 | SH |  | SOLE |  | 0 | 0 | 1623 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 529110 | 1840 | SH |  | SOLE |  | 0 | 0 | 1840 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1418684 | 2480 | SH |  | SOLE |  | 0 | 0 | 2480 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2928814 | 16794 | SH |  | SOLE |  | 0 | 0 | 16794 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1438910 | 2493 | SH |  | SOLE |  | 0 | 0 | 2493 |
| TESLA INC | COM | 88160R101 |  | 1381051 | 3715 | SH |  | SOLE |  | 0 | 0 | 3715 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 212466 | 2410 | SH |  | SOLE |  | 0 | 0 | 2410 |
| BLUE OWL CAPITAL CORPORATION | COM | 69121K104 |  | 123219 | 11141 | SH |  | SOLE |  | 0 | 0 | 11141 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 395212 | 5800 | SH |  | SOLE |  | 0 | 0 | 5800 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 477644 | 7797 | SH |  | SOLE |  | 0 | 0 | 7797 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 816681 | 5583 | SH |  | SOLE |  | 0 | 0 | 5583 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 249932 | 2107 | SH |  | SOLE |  | 0 | 0 | 2107 |
| UNITED STS OIL FD LP | UNITS | 91232N207 |  | 201691 | 1585 | SH |  | SOLE |  | 0 | 0 | 1585 |
| AFLAC INC | COM | 001055102 |  | 208668 | 1902 | SH |  | SOLE |  | 0 | 0 | 1902 |
| BROADCOM INC | COM | 11135F101 |  | 443590 | 1433 | SH |  | SOLE |  | 0 | 0 | 1433 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 291593 | 2458 | SH |  | SOLE |  | 0 | 0 | 2458 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 283578 | 1342 | SH |  | SOLE |  | 0 | 0 | 1342 |
| CENTERPOINT ENERGY INC | COM | 15189T107 |  | 399446 | 9255 | SH |  | SOLE |  | 0 | 0 | 9255 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 473177 | 1212 | SH |  | SOLE |  | 0 | 0 | 1212 |
| CORTEVA INC | COM | 22052L104 |  | 204922 | 2448 | SH |  | SOLE |  | 0 | 0 | 2448 |
| EQT CORP | COM | 26884L109 |  | 442362 | 6951 | SH |  | SOLE |  | 0 | 0 | 6951 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 229264 | 1645 | SH |  | SOLE |  | 0 | 0 | 1645 |
| JABIL INC | COM | 466313103 |  | 210910 | 794 | SH |  | SOLE |  | 0 | 0 | 794 |
| ELI LILLY  CO | COM | 532457108 |  | 870102 | 946 | SH |  | SOLE |  | 0 | 0 | 946 |
| NETFLIX INC. | COM | 64110L106 |  | 470174 | 4890 | SH |  | SOLE |  | 0 | 0 | 4890 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 603284 | 3763 | SH |  | SOLE |  | 0 | 0 | 3763 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 1210187 | 9646 | SH |  | SOLE |  | 0 | 0 | 9646 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 619409 | 851 | SH |  | SOLE |  | 0 | 0 | 851 |
| INFOSYS LTD | SPONSORED ADR | 456788108 |  | 197922 | 14650 | SH |  | SOLE |  | 0 | 0 | 14650 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 316461 | 1914 | SH |  | SOLE |  | 0 | 0 | 1914 |
| QXO INC | COM NEW | 82846H405 |  | 291397 | 15005 | SH |  | SOLE |  | 0 | 0 | 15005 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 251909 | 878 | SH |  | SOLE |  | 0 | 0 | 878 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 255592 | 594 | SH |  | SOLE |  | 0 | 0 | 594 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 326518 | 1110 | SH |  | SOLE |  | 0 | 0 | 1110 |
| ISHARES ETHEREUM TR | SHS | 46438R105 |  | 256604 | 16210 | SH |  | SOLE |  | 0 | 0 | 16210 |
| D-WAVE QUANTUM INC | COM | 26740W109 |  | 586161 | 40621 | SH |  | SOLE |  | 0 | 0 | 40621 |
| VANECK MERK GOLD ETF | GOLD SHS | 921078101 |  | 407567 | 9047 | SH |  | SOLE |  | 0 | 0 | 9047 |
| APPLE INC | COM | 037833100 |  | 1400 | 25 | SH | Put | SOLE |  | 0 | 0 | 25 |
| UNITED STS OIL FD LP | UNITS | 91232N207 |  | 444 | 2 | SH | Put | SOLE |  | 0 | 0 | 2 |
| T1 ENERGY INC | COM NEW | 35834F104 |  | 179990 | 41000 | SH |  | SOLE |  | 0 | 0 | 41000 |
| VUZIX CORP | COM NEW | 92921W300 |  | 79353 | 34352 | SH |  | SOLE |  | 0 | 0 | 34352 |
| BITFARMS LTD | COM | 09173B107 |  | 24570 | 12600 | SH |  | SOLE |  | 0 | 0 | 12600 |

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