§ 13F · FUND PROFILE
Laurel Wealth Advisors LLC.
AUM · $1.0B (13F)Positions · 200Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 262 | $196M | 19.0% | ±0% |
| 2 | AMZN | AMAZON COM INC | 315K | $75M | 7.3% | +21% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 177K | $42M | 4.1% | +1% |
| 4 | AAPL | APPLE INC | 130K | $38M | 3.6% | −1% |
| 5 | TFLO | ISHARES TR | 660K | $33M | 3.2% | +4% |
| 6 | GOOGL | ALPHABET INC | 92K | $33M | 3.2% | +12% |
| 7 | SGOV | ISHARES TR | 295K | $30M | 2.9% | +3% |
| 8 | NVDA | NVIDIA CORPORATION | 132K | $26M | 2.6% | −1% |
| 9 | MSFT | MICROSOFT CORP | 62K | $23M | 2.2% | ±0% |
| 10 | DUK | DUKE ENERGY CORP NEW | 164K | $21M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAUREL SIGNAL
AC read
Laurel Wealth Advisors LLC is a Other fund managing $1.0 billion in assets. The fund runs a broad portfolio of 200 positions.
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