Laurel Wealth Planning LLC
CIK: 0001842010SEC EDGAR →
Portfolio Value
$180.5M
Holdings
57
As of
Q4 2025
New Positions
57
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 24,652 | $15.5M | 8.57% |
| 2 | ISHARES TR | 72,346 | $10.8M | 5.97% |
| 3 | SPDR SERIES TRUST | 160,066 | $10.6M | 5.87% |
| 4 | ISHARES TR | 191,860 | $10.1M | 5.59% |
| 5 | SPDR SERIES TRUST | 163,295 | $9.3M | 5.14% |
| 6 | ISHARES TR | 91,706 | $8.7M | 4.83% |
| 7 | WISDOMTREE TR | 143,905 | $6.7M | 3.69% |
| 8 | VANECK ETF TRUST | 64,078 | $6.6M | 3.68% |
| 9 | ISHARES TR | 52,558 | $6.5M | 3.59% |
| 10 | PACER FDS TR | 177,000 | $6.2M | 3.45% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (57)
$15.5M · 25K shares
$10.8M · 72K shares
$10.6M · 160K shares
$10.1M · 192K shares
$9.3M · 163K shares
$8.7M · 92K shares
$6.7M · 144K shares
$6.6M · 64K shares
$6.5M · 53K shares
$6.2M · 177K shares
$6.1M · 138K shares
$5.7M · 157K shares
$5.5M · 110K shares
$5.4M · 66K shares
$5.2M · 84K shares
$4.6M · 49K shares
$4.4M · 34K shares
$4.4M · 44K shares
$4.2M · 6K shares
$3.5M · 35K shares
$3.3M · 70K shares
$2.8M · 55K shares
$2.7M · 59K shares
$2.3M · 19K shares
$2.3M · 52K shares
$2.2M · 4K shares
$2.2M · 49K shares
$1.9M · 42K shares
$1.8M · 63K shares
$1.7M · 23K shares
$1.6M · 35K shares
$1.2M · 2K shares
$1.1M · 9K shares
$1.1M · 19K shares
$1.1M · 4K shares
$1.0M · 5K shares
$1.0M · 4K shares
$882K · 2K shares
$852K · 19K shares
$712K · 9K shares
$697K · 13K shares
$658K · 3K shares
$639K · 8K shares
$630K · 14K shares
$622K · 5K shares
$482K · 990 shares
$473K · 3K shares
$314K · 7K shares
$280K · 12K shares
$278K · 575 shares
$272K · 6K shares
$268K · 4K shares
$267K · 797 shares
$235K · 1K shares
$231K · 1K shares
$215K · 2K shares
$207K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 48 | $173.2M | 96.0% |
| Unknown | 3 | $2.9M | 1.6% |
| Technology | 3 | $2.3M | 1.3% |
| Consumer Defensive | 1 | $1.1M | 0.6% |
| Basic Materials | 1 | $658K | 0.4% |
| Healthcare | 1 | $235K | 0.1% |