Laurel Wealth Advisors LLC

CIK 0001757128 · CHARLOTTE, NC · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source

Laurel Wealth Advisors LLC reported 200 positions worth $1.03B as of June 30, 2026 (13F filed July 17, 2026). Largest holding: BRK-A (19.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.03B
2026 Q2
Positions
200
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.0%
Est. Net Flow (Q)
2026 Q2
10 / 200 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-ABERKSHIRE HATHAWAY INC DELSH$196.2M18.98%262
2AMZNAMAZON COM INCSH$75.2M7.27%315,498
3VIGVANGUARD SPECIALIZED FUNDSSH$42.0M4.06%177,445
4AAPLAPPLE INCSH$37.5M3.63%129,713
5TFLOISHARES TRSH$33.4M3.23%659,801
6GOOGLALPHABET INCSH$33.0M3.19%92,326
7SGOVISHARES TRSH$29.7M2.87%294,790
8NVDANVIDIA CORPORATIONSH$26.4M2.55%131,994
9MSFTMICROSOFT CORPSH$23.2M2.24%62,158
10DUKDUKE ENERGY CORP NEWSH$20.7M2.00%163,580

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Laurel Wealth Advisors LLC hold as of Q2 2026?

Laurel Wealth Advisors LLC reported 200 positions worth $1.03B in its Q2 2026 13F filing. Largest positions: BRK-A (19.0%), AMZN (7.3%), VIG (4.1%), AAPL (3.6%) and TFLO (3.2%).

What did Laurel Wealth Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Laurel Wealth Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.