Laurel Wealth Planning LLC holds a diversified book of 67 stocks 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 equity book.
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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.
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
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, no cost basis
Other tracked managers holding the same core names as Laurel Wealth Planning LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 72 / 67 | $254.3B |
| ENVESTNET ASSET MANAGEMENT INC | 72 / 67 | $78.0B |
| ROYAL BANK OF CANADA | 72 / 67 | $73.4B |
| LPL Financial LLC | 72 / 67 | $69.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | 72 / 67 | $14.9B |
| OSAIC HOLDINGS, INC. | 72 / 67 | $12.6B |
| Farther Finance Advisors, LLC | 72 / 67 | $2.5B |
| JPMORGAN CHASE & CO | 71 / 67 | $219.0B |
Ranked by how many of Laurel Wealth Planning LLC's top 67 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 67 | $226.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 59 | $189.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 57 | $180.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 57 | $189.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 56 | $175.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 56 | $150.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 54 | $155.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 54 | $153.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.