Lauer Wealth’s DeFi Development Corp DFDV Stock Holding History

Lauer Wealth’s Portfolio DFDV Stock Details DFDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$240K	Buy	+52,500	New	+$210K	0.15%	78
2026 Q2	–	Sell	-79,100	Closed	-$303K	–	82
2026 Q1	$282K	Buy	79,100 +18,500	+31%	+$89K	0.22%	40
2025 Q4	$419K	Buy	60,600 +500	+0.8%	+$4.76K	0.31%	34
2025 Q3	$904K	Buy	+60,100	New	+$1.1M	0.65%	22

Other funds holding DFDV

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Lauer Wealth's DFDV Position: Q3 2026 in Review

Lauer Wealth opened a new position in DeFi Development Corp (DFDV) in Q3 2026: 52,500 shares worth $240K. The stake represents 0.15% of the portfolio and ranks #78 among its holdings. This is a return to the name: Lauer Wealth previously reported a position in DFDV as recently as Q1 2026.

Lauer Wealth first reported a position in DFDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $904K in Q3 2025. 5 funds tracked by Wall St. Rank hold DFDV as of Q3 2026.

Lauer Wealth held 52,500 shares of DeFi Development Corp worth $240K as of Q3 2026.
DeFi Development Corp was a new Lauer Wealth position in Q3 2026.
DeFi Development Corp made up 0.15% of Lauer Wealth's portfolio in Q3 2026, its #78 holding.
Lauer Wealth first reported a position in DeFi Development Corp in Q3 2025 and has held it in 4 quarters since.
Lauer Wealth's DeFi Development Corp position peaked at $904K in Q3 2025.
5 funds tracked by Wall St. Rank held DeFi Development Corp as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.