Laurel Wealth Planning LLC
CIK 0001842010 · EDINA, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$226.0M
2026 Q2
Positions
67
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
45.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
7.5%
ESGU
ISHARES TR
5.1%
IFRA
ISHARES TR
5.1%
EFIV
SPDR SERIES TRUST
5.0%
NULG
NUSHARES ETF TR
4.5%
DFIV
DIMENSIONAL ETF TRUST
4.2%
ESGD
ISHARES TR
4.1%
SPYV
SPDR SERIES TRUST
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.