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 $226.0M across 67 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($16.9M, 7.47%), ESGU ($11.6M, 5.12%), IFRA ($11.4M, 5.05%), EFIV ($11.3M, 5.01%), NULG ($10.1M, 4.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $16.9M | 7.47% | 24,575 | Trimmed |
| 2 | ESGU | ISHARES TR | $11.6M | 5.12% | 70,642 | Added |
| 3 | IFRA | ISHARES TR | $11.4M | 5.05% | 181,129 | Trimmed |
| 4 | EFIV | SPDR SERIES TRUST | $11.3M | 5.01% | 155,404 | Trimmed |
| 5 | NULG | NUSHARES ETF TR | $10.1M | 4.47% | 86,349 | Trimmed |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $9.5M | 4.21% | 176,000 | Added |
| 7 | ESGD | ISHARES TR | $9.2M | 4.06% | 89,199 | Trimmed |
| 8 | SPYV | SPDR SERIES TRUST | $7.8M | 3.45% | 128,282 | Trimmed |
| 9 | LVHI | LEGG MASON ETF INVT | $7.7M | 3.39% | 188,664 | New |
| 10 | ESGE | ISHARES INC | $7.0M | 3.12% | 128,745 | Trimmed |
| 11 | IVW | ISHARES TR | $6.8M | 3.01% | 49,416 | Trimmed |
| 12 | COWG | PACER FDS TR | $6.7M | 2.97% | 167,019 | Trimmed |
| 13 | EPI | WISDOMTREE TR | $6.5M | 2.88% | 152,372 | Added |
| 14 | FNDE | SCHWAB STRATEGIC TR | $6.3M | 2.77% | 157,821 | Added |
| 15 | EWJ | ISHARES INC | $6.1M | 2.70% | 65,335 | Added |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $6.0M | 2.64% | 83,650 | Added |
| 17 | FSMD | FIDELITY COVINGTON TRUST | $5.2M | 2.29% | 98,015 | Added |
| 18 | AVDV | AMERICAN CENTY ETF TR | $5.1M | 2.27% | 49,705 | Added |
| 19 | DFSI | DIMENSIONAL ETF TRUST | $4.9M | 2.15% | 107,963 | Added |
| 20 | SPMO | INVESCO EXCH TRADED FD TR II | $4.8M | 2.11% | 29,495 | New |
| 21 | DSI | ISHARES TR | $4.8M | 2.10% | 33,390 | Trimmed |
| 22 | CGMM | CAPITAL GROUP EQUITY ETF TR | $4.6M | 2.06% | 140,924 | Added |
| 23 | EMNT | PIMCO ETF TR | $4.4M | 1.96% | 44,758 | Added |
| 24 | IVV | ISHARES TR | $4.1M | 1.81% | 5,466 | Trimmed |
| 25 | PVAL | PUTNAM ETF TRUST | $3.9M | 1.73% | 76,636 | New |
Source: SEC Form 13F filings · as of 2026-06-30