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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, IFRA, EFIV, NULG, and represent 27.12% of Laurel Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: LVHI (+$7.7M), SPMO, PVAL, DFIV, VOOG, CGMM, DFSI, INDA, VUG, VIG.
Started 8 new stock positions in PVAL, LVHI, UNH, XJH, VIG, XLK, SPMO, ABBV.
Reduced shares in these 10 stocks: MOAT, IVV, ESGD, COWG, AAPL, IFRA, ADM, EFIV, ESGE, SPYV.
Laurel Wealth Planning was a net buyer of stock by $16M.
Laurel Wealth Planning has $226M in assets under management (AUM), dropping by 19.21%.
Central Index Key (CIK): 0001842010

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Portfolio Holdings for Laurel Wealth Planning

Laurel Wealth Planning holds 67 positions in its portfolio as reported in the June 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)	7.5	$17M		25k	686.81	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	5.1	$12M		71k	163.67	View chart
Ishares Tr Us Infrastruc (IFRA)	5.1	$11M		181k	63.04	View chart
Spdr Series Trust Spdr S&p 500 Esg (EFIV)	5.0	$11M		155k	72.93	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	4.5	$10M		86k	117.06	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.2	$9.5M	+15%	176k	54.02	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	4.1	$9.2M	-3%	89k	102.81	View chart
Spdr Series Trust St Str P500val (SPYV)	3.5	$7.8M	-2%	128k	60.79	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	3.4	$7.7M	NEW	189k	40.59	View chart
Ishares Esg Awr Msci Em (ESGE)	3.1	$7.0M	-2%	129k	54.69	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.0	$6.8M	-2%	49k	137.53	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	3.0	$6.7M	-3%	167k	40.15	View chart
Wisdomtree Tr India Erngs Fd (EPI)	2.9	$6.5M		152k	42.78	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	2.8	$6.3M	+2%	158k	39.68	View chart
Ishares Msci Japan Etf (EWJ)	2.7	$6.1M	+3%	65k	93.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.6	$6.0M		84k	71.25	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	2.3	$5.2M	+5%	98k	52.85	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.3	$5.1M		50k	103.05	View chart
Dimensional Etf Trust International (DFSI)	2.2	$4.9M	+13%	108k	45.10	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.1	$4.8M	NEW	30k	161.54	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	2.1	$4.8M	-2%	33k	142.39	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	2.1	$4.6M	+15%	141k	32.97	View chart
Pimco Etf Tr Enhancd Short (EMNT)	2.0	$4.4M		45k	98.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$4.1M	-12%	5.5k	748.92	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.7	$3.9M	NEW	77k	50.95	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	1.5	$3.4M	+3%	72k	47.47	View chart
Ishares Tr Esg Aware Msci (ESML)	1.5	$3.3M		59k	55.93	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.4	$3.2M	-52%	31k	103.96	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.2	$2.7M	-4%	54k	51.00	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.1	$2.4M	-5%	18k	132.24	View chart
Pimco Etf Tr Muni Income Opp (MINO)	1.0	$2.3M		51k	45.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$2.0M	-2%	4.0k	500.39	View chart
First Tr Exchange-traded SHS (FVD)	0.9	$1.9M		40k	48.18	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.8	$1.7M		34k	50.39	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$1.5M	+14%	2.0k	746.88	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.7	$1.5M	-7%	20k	74.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$1.3M		9.0k	148.31	View chart
Apple (AAPL)	0.6	$1.3M	-14%	4.4k	289.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.2M		4.1k	303.12	View chart
Archer Daniels Midland Company (ADM)	0.5	$1.0M	-16%	14k	76.40	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.4	$971k	+492%	12k	82.62	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.4	$967k		19k	49.99	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.4	$917k		5.1k	181.15	View chart
Ishares Tr Msci India Etf (INDA)	0.4	$898k	+99%	18k	49.39	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$761k	-4%	8.9k	85.49	View chart
Ecolab (ECL)	0.3	$699k		2.5k	278.61	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$681k	-3%	13k	52.12	View chart
Spdr Series Trust St Str Msci Gen (SHE)	0.3	$652k		4.2k	154.44	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$522k	-21%	5.9k	87.88	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$520k		2.9k	182.28	View chart
Ameriprise Financial (AMP)	0.2	$468k		1.0k	458.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$419k	+500%	4.9k	86.14	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$338k		7.2k	46.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$336k	NEW	1.4k	236.68	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$314k		5.8k	54.03	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$308k		3.7k	82.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$296k		800.00	370.04	View chart
Quanta Services (PWR)	0.1	$285k		396.00	720.04	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.1	$276k	-3%	11k	24.51	View chart
Microsoft Corporation (MSFT)	0.1	$271k	+9%	726.00	373.02	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$264k		1.2k	217.93	View chart
UnitedHealth (UNH)	0.1	$261k	NEW	627.00	415.63	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$232k	+100%	4.1k	56.16	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$218k	NEW	4.2k	52.15	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$208k	NEW	1.1k	190.52	View chart
Abbvie (ABBV)	0.1	$202k	NEW	803.00	251.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$201k	-26%	2.1k	96.58	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 Q2 filed July 30, 2026
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

View all past filings

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