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 Planning LLC (CIK 1842010) reported $189.6M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($14.7M, 7.77%), IFRA ($10.5M, 5.56%), EFIV ($10.0M, 5.26%), ESGU ($9.9M, 5.24%), ESGD ($8.9M, 4.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $14.7M | 7.77% | 24,646 | Trimmed |
| 2 | IFRA | ISHARES TR | $10.5M | 5.56% | 184,424 | Trimmed |
| 3 | EFIV | SPDR SERIES TRUST | $10.0M | 5.26% | 158,051 | Trimmed |
| 4 | ESGU | ISHARES TR | $9.9M | 5.24% | 70,306 | Trimmed |
| 5 | ESGD | ISHARES TR | $8.9M | 4.67% | 92,595 | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $8.1M | 4.25% | 152,623 | Added |
| 7 | NULG | NUSHARES ETF TR | $7.9M | 4.18% | 87,058 | Added |
| 8 | SPYV | SPDR SERIES TRUST | $7.4M | 3.92% | 131,355 | Trimmed |
| 9 | EPI | WISDOMTREE TR | $6.2M | 3.28% | 152,267 | Added |
| 10 | MOAT | VANECK ETF TRUST | $6.2M | 3.27% | 64,049 | Trimmed |
| 11 | ESGE | ISHARES INC | $6.0M | 3.17% | 132,209 | Trimmed |
| 12 | FNDE | SCHWAB STRATEGIC TR | $5.9M | 3.11% | 154,232 | Trimmed |
| 13 | COWG | PACER FDS TR | $5.8M | 3.08% | 173,119 | Trimmed |
| 14 | IVW | ISHARES TR | $5.7M | 3.02% | 50,586 | Trimmed |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $5.3M | 2.82% | 83,297 | Trimmed |
| 16 | EWJ | ISHARES INC | $5.3M | 2.80% | 62,889 | Trimmed |
| 17 | AVDV | AMERICAN CENTY ETF TR | $4.9M | 2.57% | 48,749 | Added |
| 18 | EMNT | PIMCO ETF TR | $4.4M | 2.33% | 44,744 | Added |
| 19 | FSMD | FIDELITY COVINGTON TRUST | $4.2M | 2.19% | 92,930 | Added |
| 20 | DSI | ISHARES TR | $4.1M | 2.18% | 34,117 | Trimmed |
| 21 | IVV | ISHARES TR | $4.1M | 2.16% | 6,260 | Added |
| 22 | DFSI | DIMENSIONAL ETF TRUST | $4.0M | 2.12% | 94,894 | New |
| 23 | CGMM | CAPITAL GROUP EQUITY ETF TR | $3.6M | 1.89% | 121,831 | Added |
| 24 | BGRN | ISHARES TR | $3.3M | 1.75% | 69,716 | Added |
| 25 | JMST | J P MORGAN EXCHANGE TRADED F | $2.9M | 1.51% | 56,001 | Added |
Source: SEC Form 13F filings · as of 2026-03-31