Laurel Wealth Planning Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$189.6M
Q ending 2026-03-31
Prior quarter
$180.5M
Q ending 2025-12-31
Change
+5.0% QoQ · +26.0% YoY
Positions
59
reported holdings
Largest positions
All 59 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $14.7M | 25K |
| Ishares Tr | IFRA | Shares | $10.5M | 184K |
| Spdr Series Trust | EFIV | Shares | $10.0M | 158K |
| Ishares Tr | ESGU | Shares | $9.9M | 70K |
| Ishares Tr | ESGD | Shares | $8.9M | 93K |
| Dimensional Etf Trust | DFIV | Shares | $8.1M | 153K |
| Nushares Etf Tr | NULG | Shares | $7.9M | 87K |
| Spdr Series Trust | SPYV | Shares | $7.4M | 131K |
| Wisdomtree Tr | EPI | Shares | $6.2M | 152K |
| Vaneck Etf Trust | MOAT | Shares | $6.2M | 64K |
| Ishares Inc | ESGE | Shares | $6.0M | 132K |
| Schwab Strategic Tr | FNDE | Shares | $5.9M | 154K |
| Pacer Fds Tr | COWG | Shares | $5.8M | 173K |
| Ishares Tr | IVW | Shares | $5.7M | 51K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.3M | 83K |
| Ishares Inc | EWJ | Shares | $5.3M | 63K |
| American Centy Etf Tr | AVDV | Shares | $4.9M | 49K |
| Pimco Etf Tr | EMNT | Shares | $4.4M | 45K |
| Fidelity Covington Trust | FSMD | Shares | $4.2M | 93K |
| Ishares Tr | DSI | Shares | $4.1M | 34K |
| Ishares Tr | IVV | Shares | $4.1M | 6K |
| Dimensional Etf Trust | DFSI | Shares | $4.0M | 95K |
| Capital Group Equity Etf Tr | CGMM | Shares | $3.6M | 122K |
| Ishares Tr | BGRN | Shares | $3.3M | 70K |
| J P Morgan Exchange Traded F | JMST | Shares | $2.9M | 56K |
| Ishares Tr | ESML | Shares | $2.7M | 58K |
| Pimco Etf Tr | MINO | Shares | $2.3M | 50K |
| Vanguard World Fd | ESGV | Shares | $2.2M | 19K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.0M | 4K |
| First Tr Exchange-Traded Fd | FVD | Shares | $1.9M | 40K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $1.6M | 22K |
| Spdr Index Shs Fds | SPDW | Shares | $1.6M | 34K |
| Apple Inc | AAPL | Shares | $1.3M | 5K |
| Archer Daniels Midland Co | ADM | Shares | $1.2M | 16K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.2M | 2K |
| Ishares Tr | IJR | Shares | $1.1M | 9K |
| Abrdn Precious Metals Basket | GLTR | Shares | $1.1M | 5K |
| Vanguard Index Fds | VB | Shares | $1.1M | 4K |
| Nushares Etf Tr | NULV | Shares | $865K | 19K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $809K | 2K |
| Vanguard Star Fds | VXUS | Shares | $716K | 9K |
| Ecolab Inc | ECL | Shares | $668K | 3K |
| Nushares Etf Tr | NUSC | Shares | $612K | 14K |
| Spdr Series Trust | SPYM | Shares | $579K | 8K |
| Spdr Series Trust | SHE | Shares | $539K | 4K |
| Ameriprise Finl Inc | AMP | Shares | $453K | 1K |
| Ishares Tr | IYY | Shares | $452K | 3K |
| Ishares Tr | INDA | Shares | $428K | 9K |
| Vanguard Index Fds | VUG | Shares | $354K | 811 |
| Dimensional Etf Trust | DFSU | Shares | $298K | 7K |
| Invesco Exch Traded Fd Tr Ii | PWZ | Shares | $277K | 12K |
| Invesco Exchange Traded Fd T | PRF | Shares | $276K | 6K |
| Vanguard World Fd | VSGX | Shares | $269K | 4K |
| Ishares Tr | IEFA | Shares | $258K | 3K |
| Vanguard Index Fds | VTI | Shares | $256K | 797 |
| Microsoft Corp | MSFT | Shares | $245K | 661 |
| Vanguard Index Fds | VTV | Shares | $237K | 1K |
| Proshares Tr | NOBL | Shares | $219K | 2K |
| Quanta Svcs Inc | PWR | Shares | $217K | 396 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.