Laurel Wealth Planning

Laurel Wealth Planning as of March 31, 2026

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