§ 13F · FUND PROFILE
Laurel Wealth Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $175.9T (13F)Positions · 56Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$180.5T 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 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 25K | $15.5T | 8.6% | NEW |
| 2 | ESGU | ISHARES TR | 72K | $10.8T | 6.0% | NEW |
| 3 | EFIV | SPDR SERIES TRUST | 160K | $10.6T | 5.9% | NEW |
| 4 | IFRA | ISHARES TR | 192K | $10.1T | 5.6% | NEW |
| 5 | SPYV | SPDR SERIES TRUST | 163K | $9.3T | 5.1% | NEW |
| 6 | ESGD | ISHARES TR | 92K | $8.7T | 4.8% | NEW |
| 7 | EPI | WISDOMTREE TR | 144K | $6.7T | 3.7% | NEW |
| 8 | MOAT | VANECK ETF TRUST | 64K | $6.6T | 3.7% | NEW |
| 9 | IVW | ISHARES TR | 53K | $6.5T | 3.6% | NEW |
| 10 | COWG | PACER FDS TR | 177K | $6.2T | 3.5% | NEW |
§ 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 $175919.9 trillion in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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