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S&p Global shares owned by Laurel Oak Wealth Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Laurel Oak Wealth Management from 13F filings

Historical chart of Laurel Oak Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Laurel Oak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 490 425.34

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding S&p Global

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
TCI Fund Management
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Norges Bank Investment Management
Wells Fargo & Company
FMR
Northern Trust
Capital Research and Management Company - Division 3
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding S&p Global