§ 13F · FUND PROFILE
Laurel Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $715M (13F)Positions · 164Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 262 | $188M | 18.6% | +773% |
| 2 | AMZN | AMAZON COM INC | 261K | $71M | 7.0% | +356% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 176K | $40M | 4.0% | +1% |
| 4 | AAPL | APPLE INC | 131K | $38M | 3.8% | ±0% |
| 5 | GOOGL | ALPHABET INC | 83K | $33M | 3.3% | −1% |
| 6 | TFLO | ISHARES TR | 637K | $32M | 3.2% | +6% |
| 7 | SGOV | ISHARES TR | 287K | $29M | 2.9% | +10% |
| 8 | NVDA | NVIDIA CORPORATION | 133K | $29M | 2.8% | +2% |
| 9 | MSFT | MICROSOFT CORP | 62K | $26M | 2.5% | +4% |
| 10 | DUK | DUKE ENERGY CORP NEW | 164K | $20M | 2.0% | +7% |
§ 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 $715 million in assets. The fund runs a portfolio of 164 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed