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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, BWZ, EFIV, ESGU, IFRA, and represent 30.47% of Laurel Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: AVDV, CGMM, EMNT, MINO, BWZ, INDA, VOO, VEA, IEFA, SPYV.
Started 3 new stock positions in IEFA, AVDV, CGMM.
Reduced shares in these 10 stocks: IVV, ESGV, EFIV, SPLG, ESGU, IHDG, MOAT, DSI, , DFIV.
Sold out of its positions in ABBV, IHDG.
Laurel Wealth Planning was a net buyer of stock by $3.2M.
Laurel Wealth Planning has $189M in assets under management (AUM), dropping by 7.49%.
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 September 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)	7.5	$14M		23k	612.38	View chart
Spdr Series Trust Bloomberg Short (BWZ)	6.2	$12M	+2%	423k	27.82	View chart
Spdr Series Trust S&p 500 Esg Etf (EFIV)	5.7	$11M	-4%	170k	63.59	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	5.6	$11M	-2%	73k	145.60	View chart
Ishares Tr Us Infrastruc (IFRA)	5.4	$10M		193k	52.82	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	4.7	$8.8M		159k	55.33	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	4.5	$8.6M		92k	92.98	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.7	$6.9M		58k	120.72	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	3.3	$6.3M		173k	36.30	View chart
Wisdomtree Tr India Erngs Fd (EPI)	3.3	$6.3M		142k	44.20	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	3.3	$6.2M	-3%	62k	99.11	View chart
Ishares Esg Awr Msci Em (ESGE)	3.3	$6.2M		142k	43.42	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	2.9	$5.6M	-2%	154k	36.16	View chart
Ishares Msci Jpn Etf New (EWJ)	2.8	$5.3M		67k	80.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$5.3M	-12%	7.9k	669.32	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.8	$5.2M	-3%	113k	46.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$4.7M	+4%	79k	59.92	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	2.3	$4.4M	-4%	35k	125.95	View chart
Pimco Etf Tr Enhancd Short (EMNT)	2.2	$4.1M	+10%	42k	98.88	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.1	$3.9M	NEW	44k	89.03	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	1.9	$3.6M		37k	99.45	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	1.7	$3.1M	+2%	65k	48.13	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.4	$2.7M	+4%	53k	51.04	View chart
Ishares Tr Esg Aware Msci (ESML)	1.4	$2.6M		58k	45.08	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.4	$2.6M	-18%	22k	118.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$2.2M		4.4k	502.74	View chart
First Tr Exchange-traded SHS (FVD)	1.1	$2.1M		46k	46.24	View chart
Pimco Etf Tr Muni Income Opp (MINO)	1.1	$2.1M	+18%	46k	45.31	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	1.1	$2.1M	-6%	47k	44.01	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	1.0	$1.8M	NEW	64k	28.39	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.0	$1.8M		25k	73.48	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.8	$1.6M		37k	42.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$1.2M		10k	118.83	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.2M		1.8k	666.21	View chart
Archer Daniels Midland Company (ADM)	0.6	$1.1M	-8%	19k	59.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$1.1M		4.3k	254.28	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.6	$1.1M	-24%	14k	78.34	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.5	$960k		5.8k	165.45	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.5	$915k		2.1k	435.46	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.5	$912k	-14%	21k	43.83	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$748k		10k	73.46	View chart
Ecolab (ECL)	0.4	$687k		2.5k	273.86	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$649k	-2%	15k	44.10	View chart
Apple (AAPL)	0.3	$607k	-4%	2.4k	254.63	View chart
Spdr Series Trust Spdr Msci Usa Ge (SHE)	0.3	$601k	-12%	4.7k	127.46	View chart
Ishares Tr Msci India Etf (INDA)	0.3	$524k	+122%	10k	52.06	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$464k		2.9k	162.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$446k		929.00	479.61	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$308k		7.2k	42.47	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$278k	+19%	12k	23.92	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$263k		5.8k	45.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$262k		797.00	328.17	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$260k		3.7k	69.37	View chart
Microsoft Corporation (MSFT)	0.1	$257k		496.00	517.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$226k		1.2k	186.49	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$213k		2.1k	103.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$202k	NEW	2.3k	87.31	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 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
Laurel Wealth Planning 2021 Q4 filed Feb. 1, 2022

View all past filings

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