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Laurel Wealth Planning

Latest statistics and disclosures from Laurel Wealth Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, ESGU, EFIV, IFRA, SPYV, and represent 31.14% of Laurel Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: VOO, AVDV, AAPL, VEA, EMNT, SPYV, FSMD, ABBV, BGRN, MOAT.
Started 1 new stock position in ABBV.
Reduced shares in these 10 stocks: , IVV, EFIV, IVW, SPYM, ESGV, DFIV, FVD, ESGE, GLTR.
Sold out of its position in BWZ.
Laurel Wealth Planning was a net seller of stock by $-12M.
Laurel Wealth Planning has $181M in assets under management (AUM), dropping by -4.56%.
Central Index Key (CIK): 0001842010

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Portfolio Holdings for Laurel Wealth Planning

Laurel Wealth Planning holds 57 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	8.6	$16M	+6%	25k	627.13	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	6.0	$11M		72k	148.98	View chart
Spdr Series Trust State Street Spd (EFIV)	5.9	$11M	-5%	160k	66.15	View chart
Ishares Tr Us Infrastruc (IFRA)	5.6	$10M		192k	52.62	View chart
Spdr Series Trust State Street Spd (SPYV)	5.1	$9.3M	+2%	163k	56.81	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	4.8	$8.7M		92k	95.09	View chart
Wisdomtree Tr India Erngs Fd (EPI)	3.7	$6.7M		144k	46.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	3.7	$6.6M	+2%	64k	103.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.6	$6.5M	-8%	53k	123.26	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	3.5	$6.2M	+2%	177k	35.21	View chart
Ishares Esg Awr Msci Em (ESGE)	3.4	$6.1M	-2%	138k	44.17	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	3.1	$5.7M	+2%	157k	36.06	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.0	$5.5M	-3%	110k	49.90	View chart
Ishares Msci Japan Etf (EWJ)	3.0	$5.4M		67k	80.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.9	$5.2M	+6%	84k	62.47	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.5	$4.6M	+10%	49k	93.97	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	2.5	$4.4M		34k	128.83	View chart
Pimco Etf Tr Enhancd Short (EMNT)	2.4	$4.4M	+6%	44k	98.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$4.2M	-22%	6.1k	684.96	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	1.9	$3.5M	-3%	35k	97.80	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	1.9	$3.3M	+7%	70k	47.94	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.5	$2.8M	+4%	55k	50.94	View chart
Ishares Tr Esg Aware Msci (ESML)	1.5	$2.7M		59k	45.98	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.3	$2.3M	-10%	19k	120.96	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	1.3	$2.3M	+11%	52k	44.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$2.2M		4.5k	502.65	View chart
Pimco Etf Tr Muni Income Opp (MINO)	1.2	$2.2M	+7%	49k	45.32	View chart
First Tr Exchange-traded SHS (FVD)	1.1	$1.9M	-7%	42k	46.08	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	1.0	$1.8M		63k	28.84	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.9	$1.7M	-5%	23k	71.42	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$1.6M	-4%	35k	44.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.2M		1.8k	681.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.1M	-10%	9.2k	120.18	View chart
Archer Daniels Midland Company (ADM)	0.6	$1.1M		19k	57.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$1.1M	-4%	4.1k	257.95	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.6	$1.0M	-12%	5.1k	205.60	View chart
Apple (AAPL)	0.6	$1.0M	+55%	3.7k	271.86	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.5	$883k	-5%	2.0k	444.59	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.5	$852k	-9%	19k	45.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$713k	-7%	9.4k	75.44	View chart
Ishares Tr Msci India Etf (INDA)	0.4	$698k	+28%	13k	54.05	View chart
Ecolab (ECL)	0.4	$659k		2.5k	262.52	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$640k	-41%	8.0k	80.22	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$631k	-4%	14k	44.65	View chart
Spdr Series Trust State Street Spd (SHE)	0.3	$622k		4.7k	132.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$483k	+6%	990.00	487.86	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.3	$473k		2.9k	165.81	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$315k		7.2k	43.43	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.2	$280k		12k	24.16	View chart
Microsoft Corporation (MSFT)	0.2	$278k	+15%	575.00	483.62	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$273k		5.8k	46.92	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$268k		3.7k	71.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$267k		797.00	335.27	View chart
Abbvie (ABBV)	0.1	$236k	NEW	1.0k	228.49	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$231k		1.2k	190.99	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$215k		2.1k	104.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$207k		2.3k	89.46	View chart

Past Filings by Laurel Wealth Planning

SEC 13F filings are viewable for Laurel Wealth Planning going back to 2020

Laurel Wealth Planning 2025 Q4 filed Jan. 23, 2026
Laurel Wealth Planning 2025 Q3 filed Oct. 20, 2025
Laurel Wealth Planning 2025 Q2 filed Aug. 8, 2025
Laurel Wealth Planning 2025 Q1 filed April 24, 2025
Laurel Wealth Planning 2024 Q4 filed Feb. 3, 2025
Laurel Wealth Planning 2024 Q3 filed Oct. 28, 2024
Laurel Wealth Planning 2024 Q2 filed July 25, 2024
Laurel Wealth Planning 2024 Q1 filed April 22, 2024
Laurel Wealth Planning 2023 Q4 filed Feb. 9, 2024
Laurel Wealth Planning 2023 Q3 filed Oct. 27, 2023
Laurel Wealth Planning 2023 Q2 filed July 19, 2023
Laurel Wealth Planning 2023 Q1 filed April 18, 2023
Laurel Wealth Planning 2022 Q4 filed Feb. 2, 2023
Laurel Wealth Planning 2022 Q3 filed Nov. 2, 2022
Laurel Wealth Planning 2022 Q2 filed Aug. 9, 2022
Laurel Wealth Planning 2022 Q1 filed April 28, 2022

View all past filings

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