Laurel Wealth Planning LLC
Laurel Wealth Planning LLC reported 67 positions worth $226.0M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: VOO (7.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $16.9M | 7.47% | 24,575 | — | — | |
| ▸ 2 | ESGU | SH | $11.6M | 5.12% | 70,642 | — | — | |
| ▸ 3 | IFRA | SH | $11.4M | 5.05% | 181,129 | — | — | |
| ▸ 4 | EFIV | SH | $11.3M | 5.01% | 155,404 | — | — | |
| ▸ 5 | NULG | SH | $10.1M | 4.47% | 86,349 | — | — | |
| ▸ 6 | DFIV | SH | $9.5M | 4.21% | 176,000 | — | — | |
| ▸ 7 | ESGD | SH | $9.2M | 4.06% | 89,199 | — | — | |
| ▸ 8 | SPYV | SH | $7.8M | 3.45% | 128,282 | — | — | |
| ▸ 9 | LVHI | SH | $7.7M | 3.39% | 188,664 | — | — | |
| ▸ 10 | ESGE | SH | $7.0M | 3.12% | 128,745 | — | — |
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Frequently Asked Questions
What stocks does Laurel Wealth Planning LLC hold as of Q2 2026?
Laurel Wealth Planning LLC reported 67 positions worth $226.0M in its Q2 2026 13F filing. Largest positions: VOO (7.5%), ESGU (5.1%), IFRA (5.1%), EFIV (5.0%) and NULG (4.5%).
What did Laurel Wealth Planning LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Laurel Wealth Planning 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.