Laurel Wealth Planning LLC holds a diversified book of 67 reported positions worth $226.0M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Franklin International Low V and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +23% (+11.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Laurel Wealth Planning LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Laurel Wealth Planning LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Laurel Wealth Planning LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 11 / 67 | $1.0B |
| Kearns & Associates LLC | 10 / 67 | $180.5M |
| Stanich Group LLC | 15 / 67 | $125.1M |
| Stuart Investment Advisors, Inc. | 6 / 67 | $194.2M |
| Prosperity Advisers, LLC | 11 / 67 | $107.4M |
| Golden Road Advisors LLC | 14 / 67 | $158.2M |
| Roth Financial Partners LLC | 11 / 67 | $252.2M |
| Angeles Investment Advisors, LLC | 8 / 67 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Laurel Wealth Planning LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $16.9M | 24.6K | 7.5% | ▼−0.3% Reduced · −71 sh | |
| 2 | Ishares TR ESG AWR MSCI USA | $11.6M | 70.6K | 5.1% | ▲+0.5% Added · +336 sh | |
| 3 | Ishares TR US INFRASTRUC | $11.4M | 181.1K | 5.1% | ▼−1.8% Reduced · −3K sh | |
| 4 | SPDR Series Trust SPDR S&P 500 ESG | $11.3M | 155.4K | 5.0% | ▼−1.7% Reduced · −3K sh | |
| 5 | Nushares ETF TR NUVEEN ESG LRGCP | $10.1M | 86.3K | 4.5% | ▼−0.8% Reduced · −709 sh | |
| 6 | Dimensional ETF Trust INTERNATNAL VAL | $9.5M | 176.0K | 4.2% | ▲+15% Added · +23K sh | |
| 7 | Ishares TR ESG AW MSCI EAFE | $9.2M | 89.2K | 4.1% | ▼−3.7% Reduced · −3K sh | |
| 8 | SPDR Series Trust ST STR P500VAL | $7.8M | 128.3K | 3.5% | ▼−2.3% Reduced · −3K sh | |
| 9 | Legg Mason ETF Invt FRANKLIN INTL LW | $7.7M | 188.7K | 3.4% | ▲New New position | |
| 10 | Ishares Inc ESG AWR MSCI EM | $7.0M | 128.7K | 3.1% | ▼−2.6% Reduced · −3K sh | |
| 11 | Ishares TR S&P 500 GRWT ETF | $6.8M | 49.4K | 3.0% | ▼−2.3% Reduced · −1K sh | |
| 12 | Pacer FDS TR US LRG CP CASH | $6.7M | 167.0K | 3.0% | ▼−3.5% Reduced · −6K sh | |
| 13 | Wisdomtree TR INDIA ERNGS FD | $6.5M | 152.4K | 2.9% | ▲+0.1% Added · +105 sh | |
| 14 | Schwab Strategic TR FUND EM EQUI ETF | $6.3M | 157.8K | 2.8% | ▲+2.3% Added · +4K sh | |
| 15 | Ishares Inc MSCI JAPAN ETF | $6.1M | 65.3K | 2.7% | ▲+3.9% Added · +2K sh | |
| 16 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $6.0M | 83.7K | 2.6% | ▲+0.4% Added · +353 sh | |
| 17 | Fidelity Covington Trust SML MID MLTFCT | $5.2M | 98.0K | 2.3% | ▲+5.5% Added · +5K sh | |
| 18 | American Centy ETF TR INTL SMCP VLU | $5.1M | 49.7K | 2.3% | ▲+2.0% Added · +956 sh | |
| 19 | Dimensional ETF Trust INTERNATIONAL | $4.9M | 108.0K | 2.2% | ▲+14% Added · +13K sh | |
| 20 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $4.8M | 29.5K | 2.1% | ▲New New position | |
| 21 | Ishares TR ESG MSCI KLD ETF | $4.8M | 33.4K | 2.1% | ▼−2.1% Reduced · −727 sh | |
| 22 | Capital Group Equity ETF TR US SM MI CA ETF | $4.6M | 140.9K | 2.1% | ▲+16% Added · +19K sh | |
| 23 | Pimco ETF TR ENHANCD SHORT | $4.4M | 44.8K | 2.0% | ▲~0% Added · +14 sh | |
| 24 | Ishares TR CORE S&P500 ETF | $4.1M | 5.5K | 1.8% | ▼−13% Reduced · −794 sh | |
| 25 | Putnam ETF Trust FOCUSED LAR CAP | $3.9M | 76.6K | 1.7% | ▲New New position | |
| 26 | Ishares TR USD GRN BOND ETF | $3.4M | 72.4K | 1.5% | ▲+3.8% Added · +3K sh | |
| 27 | Ishares TR ESG AWARE MSCI | $3.3M | 59.0K | 1.5% | ▲+1.1% Added · +623 sh | |
| 28 | Vaneck ETF Trust MRNGSTR WDE MOAT | $3.2M | 30.6K | 1.4% | ▼−52% Reduced · −33K sh | |
| 29 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $2.7M | 53.5K | 1.2% | ▼−4.5% Reduced · −2K sh | |
| 30 | Vanguard World FD ESG US STK ETF | $2.4M | 18.2K | 1.1% | ▼−5.9% Reduced · −1K sh | |
| 31 | Pimco ETF TR MUNI INCOME OPP | $2.3M | 50.8K | 1.0% | ▲+1.1% Added · +563 sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $2.0M | 4.0K | 0.9% | ▼−2.4% Reduced · −100 sh | |
| 33 | First TR Exchange-Traded FD SHS | $1.9M | 40.2K | 0.9% | ▲+0.7% Added · +269 sh | |
| 34 | SPDR Index SHS FDS ST STR PO EX ETF | $1.7M | 34.3K | 0.8% | ▲+0.1% Added · +22 sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $1.5M | 2.0K | 0.7% | ▲+14% Added · +250 sh | |
| 36 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $1.5M | 20.1K | 0.7% | ▼−7.8% Reduced · −2K sh | |
| 37 | Ishares TR CORE S&P SCP ETF | $1.3M | 9.0K | 0.6% | ▼−0.7% Reduced · −64 sh | |
| 38 | Apple Inc COM | $1.3M | 4.4K | 0.6% | ▼−15% Reduced · −754 sh | |
| 39 | Vanguard Index FDS SMALL CP ETF | $1.2M | 4.1K | 0.5% | —Held | |
| 40 | Archer Daniels Midland Co COM | $1.0M | 13.5K | 0.5% | ▼−17% Reduced · −3K sh | |
| 41 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $971K | 11.8K | 0.4% | ▲+492% Added · +10K sh | |
| 42 | Nushares ETF TR NUVEEN ESG LRGVL | $967K | 19.3K | 0.4% | ▲+1.7% Added · +322 sh | |
| 43 | Abrdn Precious Metals Basket PHYSCL PRECS MET | $917K | 5.1K | 0.4% | ▼−0.1% Reduced · −8 sh | |
| 44 | Ishares TR MSCI INDIA ETF | $898K | 18.2K | 0.4% | ▲+99% Added · +9K sh | |
| 45 | Vanguard Star FDS VG TL INTL STK F | $761K | 8.9K | 0.3% | ▼−4.1% Reduced · −381 sh | |
| 46 | Ecolab Inc COM | $699K | 2.5K | 0.3% | —Held | |
| 47 | Nushares ETF TR NUVEEN ESG SMLCP | $681K | 13.1K | 0.3% | ▼−3.8% Reduced · −510 sh | |
| 48 | SPDR Series Trust ST STR MSCI GEN | $652K | 4.2K | 0.3% | —Held | |
| 49 | SPDR Series Trust ST STR P500ETF | $522K | 5.9K | 0.2% | ▼−21% Reduced · −2K sh | |
| 50 | Ishares TR DOW JONES US ETF | $520K | 2.9K | 0.2% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1842010/holdings"
Use Arkolith to show Laurel Wealth Planning LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 30d | 67 | $226.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 59 | $189.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 57 | $180.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 57 | $189.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 39d | 56 | $175.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 24d | 56 | $150.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 34d | 54 | $155.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 28d | 54 | $153.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.