Laurel Wealth Planning LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Laurel Wealth Planning LLC held in its portfolio 54 assets valued at $180,470,920 (i.e. $180.47M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($21.13M), VANGUARD INDEX FDS ($15.46M), and ISHARES TR ($10.78M).
The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Laurel Wealth Planning LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 336048 | 21127185 | STATE STREET SPD |
| VANGUARD INDEX FDS | 24652 | 15460009 | S&P 500 ETF SHS |
| ISHARES TR | 72346 | 10778108 | ESG AWR MSCI USA |
| ISHARES TR | 191860 | 10095674 | US INFRASTRUC |
| ISHARES TR | 91706 | 8720324 | ESG AW MSCI EAFE |
| WISDOMTREE TR | 143905 | 6661363 | INDIA ERNGS FD |
| VANECK ETF TRUST | 64078 | 6635918 | MRNGSTR WDE MOAT |
| ISHARES TR | 52558 | 6478300 | S&P 500 GRWT ETF |
| PACER FDS TR | 177000 | 6232170 | US LRG CP CASH |
| ISHARES INC | 138244 | 6106238 | ESG AWR MSCI EM |
| SCHWAB STRATEGIC TR | 157424 | 5676710 | FUNDAMENTAL EMER |
| DIMENSIONAL ETF TRUST | 109702 | 5474130 | INTERNATNAL VAL |
| ISHARES INC | 66464 | 5366304 | MSCI JAPAN ETF |
| VANGUARD TAX-MANAGED FDS | 83504 | 5216495 | VAN FTSE DEV MKT |
| AMERICAN CENTY ETF TR | 48565 | 4563654 | INTL SMCP VLU |
| ISHARES TR | 34440 | 4436906 | ESG MSCI KLD 400 |
| PIMCO ETF TR | 44308 | 4367662 | ENHANCD SHORT |
| ISHARES TR | 6070 | 4157712 | CORE S&P500 ETF |
| NUSHARES ETF TR | 35410 | 3463098 | NUVEEN ESG LRGCP |
| ISHARES TR | 69660 | 3339201 | USD GRN BOND ETF |
| J P MORGAN EXCHANGE TRADED F | 54768 | 2789882 | ULTRA SHT MUNCPL |
| ISHARES TR | 59422 | 2732224 | ESG AWARE MSCI |
| VANGUARD WORLD FD | 19376 | 2343721 | ESG US STK ETF |
| FIDELITY COVINGTON TRUST | 52195 | 2303366 | SML MID MLTFCT |
| BERKSHIRE HATHAWAY INC DEL | 4451 | 2237296 | CL B NEW |
| PIMCO ETF TR | 49249 | 2231965 | MUNI INCOME OPP |
| FIRST TR EXCHANGE-TRADED FD | 42150 | 1942272 | SHS |
| CAPITAL GROUP EQUITY ETF TR | 62608 | 1805615 | US SMALL AND MID |
| INVESCO EXCH TRADED FD TR II | 23286 | 1663087 | S&P500 LOW VOL |
| SPDR INDEX SHS FDS | 35020 | 1555260 | PORTFOLIO DEVLPD |
| SPDR S&P 500 ETF TR | 1812 | 1235322 | TR UNIT |
| ISHARES TR | 9244 | 1110944 | CORE S&P SCP ETF |
| ARCHER DANIELS MIDLAND CO | 19093 | 1097657 | COM |
| VANGUARD INDEX FDS | 4095 | 1056306 | SMALL CP ETF |
| ABRDN PRECIOUS METALS BASKET | 5070 | 1042392 | PHYSCL PRECS MET |
| APPLE INC | 3699 | 1005611 | COM |
| VANGUARD ADMIRAL FDS INC | 1985 | 882512 | 500 GRTH IDX F |
| NUSHARES ETF TR | 18916 | 852166 | NUVEEN ESG LRGVL |
| VANGUARD STAR FDS | 9444 | 712456 | VG TL INTL STK F |
| ISHARES TR | 12913 | 697948 | MSCI INDIA ETF |
| ECOLAB INC | 2510 | 658926 | COM |
| NUSHARES ETF TR | 14123 | 630592 | NUVEEN ESG SMLCP |
| VANGUARD INDEX FDS | 990 | 482982 | GROWTH ETF |
| ISHARES TR | 2854 | 473222 | DOW JONES US ETF |
| DIMENSIONAL ETF TRUST | 7247 | 314738 | US SUSTAINABILTY |
| INVESCO EXCH TRADED FD TR II | 11602 | 280305 | CALIF AMT MUN |
| MICROSOFT CORP | 575 | 278082 | COM |
| INVESCO EXCHANGE TRADED FD T | 5811 | 272653 | RAFI US 1000 ETF |
| VANGUARD WORLD FD | 3744 | 268146 | ESG INTL STK ETF |
| VANGUARD INDEX FDS | 797 | 267211 | TOTAL STK MKT |
| ABBVIE INC | 1031 | 235574 | COM |
| VANGUARD INDEX FDS | 1210 | 231098 | VALUE ETF |
| PROSHARES TR | 2068 | 215217 | S&P 500 DV ARIST |
| ISHARES TR | 2314 | 207011 | CORE MSCI EAFE |
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