Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Laurel Wealth Advisors LLC (CIK 1757128) reported $1.01B across 191 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/A ($188.0M, 18.58%), AMZN ($71.1M, 7.03%), VIG ($40.2M, 3.97%), AAPL ($38.4M, 3.79%), GOOGL ($33.1M, 3.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $188.0M | 18.58% | 262 | Added |
| 2 | AMZN | AMAZON COM INC | $71.1M | 7.03% | 260,763 | Added |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $40.2M | 3.97% | 176,280 | Added |
| 4 | AAPL | APPLE INC | $38.4M | 3.79% | 130,782 | Added |
| 5 | GOOGL | ALPHABET INC | $33.1M | 3.27% | 82,618 | Trimmed |
| 6 | TFLO | ISHARES TR | $32.2M | 3.18% | 636,839 | Added |
| 7 | SGOV | ISHARES TR | $28.9M | 2.86% | 287,436 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $28.6M | 2.83% | 133,079 | Added |
| 9 | MSFT | MICROSOFT CORP | $25.8M | 2.55% | 62,069 | Added |
| 10 | DUK | DUKE ENERGY CORP NEW | $20.3M | 2.01% | 163,709 | Added |
| 11 | IJR | ISHARES TR | $17.8M | 1.76% | 128,712 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $17.2M | 1.70% | 23,276 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $16.8M | 1.66% | 55,750 | Added |
| 14 | WMT | WALMART INC | $15.1M | 1.50% | 116,111 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $13.5M | 1.33% | 14,204 | Trimmed |
| 16 | MA | MASTERCARD INCORPORATED | $11.8M | 1.17% | 23,896 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $11.0M | 1.09% | 49,683 | Trimmed |
| 18 | BAC | BANK AMERICA CORP | $10.7M | 1.06% | 208,888 | Trimmed |
| 19 | VUG | VANGUARD INDEX FDS | $9.8M | 0.96% | 112,314 | Added |
| 20 | CSCO | CISCO SYS INC | $9.6M | 0.95% | 99,130 | Added |
| 21 | IEFA | ISHARES TR | $9.4M | 0.93% | 96,963 | Added |
| 22 | GOOG | ALPHABET INC | $9.1M | 0.90% | 22,963 | Added |
| 23 | HD | HOME DEPOT INC | $9.0M | 0.89% | 28,350 | Added |
| 24 | GLIBK | GCI LIBERTY INC | $9.0M | 0.89% | 343,750 | New |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.3M | 0.82% | 17,449 | Added |
Source: SEC Form 13F filings · as of 2026-03-31