§ 13F · FUND PROFILE
Laurel Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $675.8T (13F)Positions · 886Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$26.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | 175K | $38.4T | 5.1% | ±0% |
| 2 | AAPL | APPLE INC | 130K | $35.4T | 4.7% | −2% |
| 3 | TFLO | ISHARES TR | 600K | $30.3T | 4.0% | +7% |
| 4 | MSFT | MICROSOFT CORP | 59K | $28.8T | 3.8% | −1% |
| 5 | SGOV | ISHARES TR | 261K | $26.2T | 3.5% | +5% |
| 6 | GOOGL | ALPHABET INC | 84K | $26.2T | 3.5% | −2% |
| 7 | NVDA | NVIDIA CORPORATION | 131K | $24.4T | 3.2% | −5% |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 30 | $22.6T | 3.0% | ±0% |
| 9 | DUK | DUKE ENERGY CORP NEW | 153K | $18.0T | 2.4% | ±0% |
| 10 | JPM | JPMORGAN CHASE & CO. | 56K | $18.0T | 2.4% | −2% |
§ 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 $675793.1 trillion in assets. The fund runs a broad portfolio of 886 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed