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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, IFRA, EFIV, ESGU, ESGD, and represent 28.51% of Laurel Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: NULG, DFSI, DFIV, FSMD, CGMM, AMP, AAPL, EPI, PWR, IVV.
Started 3 new stock positions in AMP, DFSI, PWR.
Reduced shares in these 10 stocks: SPYV, IFRA, EWJ, ESGU, ESGE, , IVW, ADM, INDA, BRK.B.
Sold out of its position in ABBV.
Laurel Wealth Planning was a net buyer of stock by $11M.
Laurel Wealth Planning has $190M in assets under management (AUM), dropping by 5.04%.
Central Index Key (CIK): 0001842010

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Portfolio Holdings for Laurel Wealth Planning

Laurel Wealth Planning holds 59 positions in its portfolio as reported in the March 2026 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)	7.8	$15M		25k	597.55	View chart
Ishares Tr Us Infrastruc (IFRA)	5.6	$11M	-3%	184k	57.20	View chart
Spdr Series Trust State Street Spd (EFIV)	5.3	$10M		158k	63.08	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	5.2	$9.9M	-2%	70k	141.42	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	4.7	$8.9M		93k	95.62	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.2	$8.1M	+39%	153k	52.78	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	4.2	$7.9M	+145%	87k	90.94	View chart
Spdr Series Trust State Street Spd (SPYV)	3.9	$7.4M	-19%	131k	56.58	View chart
Wisdomtree Tr India Erngs Fd (EPI)	3.3	$6.2M	+5%	152k	40.80	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	3.3	$6.2M		64k	96.70	View chart
Ishares Esg Awr Msci Em (ESGE)	3.2	$6.0M	-4%	132k	45.47	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	3.1	$5.9M	-2%	154k	38.26	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	3.1	$5.8M	-2%	173k	33.74	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.0	$5.7M	-3%	51k	113.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.8	$5.3M		83k	64.08	View chart
Ishares Msci Japan Etf (EWJ)	2.8	$5.3M	-5%	63k	84.44	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.6	$4.9M		49k	99.86	View chart
Pimco Etf Tr Enhancd Short (EMNT)	2.3	$4.4M		45k	98.92	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	2.2	$4.2M	+78%	93k	44.72	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	2.2	$4.1M		34k	121.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$4.1M	+3%	6.3k	653.23	View chart
Dimensional Etf Trust International (DFSI)	2.1	$4.0M	NEW	95k	42.40	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	1.9	$3.6M	+94%	122k	29.36	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	1.7	$3.3M		70k	47.47	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.5	$2.9M	+2%	56k	50.98	View chart
Ishares Tr Esg Aware Msci (ESML)	1.4	$2.7M		58k	47.02	View chart
Pimco Etf Tr Muni Income Opp (MINO)	1.2	$2.3M	+2%	50k	45.17	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.1	$2.2M		19k	112.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$2.0M	-8%	4.1k	479.20	View chart
First Tr Exchange-traded SHS (FVD)	1.0	$1.9M	-5%	40k	47.03	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.8	$1.6M	-6%	22k	73.14	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.8	$1.6M	-2%	34k	45.65	View chart
Apple (AAPL)	0.7	$1.3M	+40%	5.2k	253.79	View chart
Archer Daniels Midland Company (ADM)	0.6	$1.2M	-15%	16k	72.69	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$1.2M		1.8k	650.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.1M	-2%	9.0k	124.31	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.6	$1.1M		5.1k	218.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$1.1M		4.1k	261.92	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.5	$865k		19k	45.50	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.4	$809k		2.0k	407.69	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$716k		9.3k	77.11	View chart
Ecolab (ECL)	0.4	$668k		2.5k	266.02	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$612k	-3%	14k	45.06	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$579k	-5%	7.6k	76.54	View chart
Spdr Series Trust State Street Spd (SHE)	0.3	$540k	-10%	4.2k	127.81	View chart
Ameriprise Financial (AMP)	0.2	$453k	NEW	1.0k	444.40	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$452k		2.9k	158.45	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$428k	-29%	9.1k	46.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$354k	-18%	811.00	436.79	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$298k		7.2k	41.09	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$277k		12k	23.87	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$276k		5.8k	47.53	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$269k		3.7k	71.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$258k	+23%	2.8k	90.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$256k		797.00	320.81	View chart
Microsoft Corporation (MSFT)	0.1	$245k	+14%	661.00	370.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$237k		1.2k	196.20	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$219k		2.1k	106.01	View chart
Quanta Services (PWR)	0.1	$217k	NEW	396.00	549.02	View chart

Past Filings by Laurel Wealth Planning

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

Laurel Wealth Planning 2026 Q1 filed April 23, 2026
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

View all past filings

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