§ 13F · FUND PROFILE
Laurel Wealth Planning LLC.
AUM · $226M (13F)Positions · 67Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 25K | $17M | 7.5% | ±0% |
| 2 | ESGU | ISHARES TR | 71K | $12M | 5.1% | ±0% |
| 3 | IFRA | ISHARES TR | 181K | $11M | 5.1% | −2% |
| 4 | EFIV | SPDR SERIES TRUST | 155K | $11M | 5.0% | −2% |
| 5 | NULG | NUSHARES ETF TR | 86K | $10M | 4.5% | −1% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 176K | $10M | 4.2% | +15% |
| 7 | ESGD | ISHARES TR | 89K | $9M | 4.1% | −4% |
| 8 | SPYV | SPDR SERIES TRUST | 128K | $8M | 3.5% | −2% |
| 9 | LVHI | LEGG MASON ETF INVT | 189K | $8M | 3.4% | NEW |
| 10 | ESGE | ISHARES INC | 129K | $7M | 3.1% | −3% |
§ 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 $226 million in assets. The fund runs a portfolio of 67 positions.
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