§ 13F · FUND PROFILE
Laurel Wealth Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $176M (13F)Positions · 56Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M 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 APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 25K | $15M | 7.8% | ±0% |
| 2 | IFRA | ISHARES TR | 184K | $11M | 5.6% | −4% |
| 3 | EFIV | SPDR SERIES TRUST | 158K | $10M | 5.3% | −1% |
| 4 | ESGU | ISHARES TR | 70K | $10M | 5.2% | −3% |
| 5 | ESGD | ISHARES TR | 93K | $9M | 4.7% | +1% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 153K | $8M | 4.2% | +39% |
| 7 | NULG | NUSHARES ETF TR | 87K | $8M | 4.2% | +146% |
| 8 | SPYV | SPDR SERIES TRUST | 131K | $7M | 3.9% | −20% |
| 9 | EPI | WISDOMTREE TR | 152K | $6M | 3.3% | +6% |
| 10 | MOAT | VANECK ETF TRUST | 64K | $6M | 3.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAUREL SIGNAL
AC read
Laurel Wealth Planning LLC is a Other fund managing $176 million in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed