StockDriftsStockDriftsTop 50 Laurel Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 18.98% | 262 | $196.2M | +0.00%(+0) | $718864.95(+3.97%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 7.27% | 315.5K | $75.2M | +20.99%(+54.73K) | $202.68(+29.53%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.06% | 177.4K | $42.0M | +0.66%(+1.17K) | $106.22(+130.71%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.63% | 129.7K | $37.5M | -0.82%(-1.07K) | $58.47(+422.25%) | 2026-06-30 | |
| TFLO | ISHARES TR | 3.23% | 659.8K | $33.4M | +3.61%(+22.96K) | $42.42(+19.23%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.19% | 92.3K | $33.0M | +11.75%(+9.71K) | $92.90(+271.04%) | 2026-06-30 | |
| SGOV | ISHARES TR | 2.87% | 294.8K | $29.7M | +2.56%(+7.35K) | $100.52(+0.05%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.55% | 132.0K | $26.4M | -0.82%(-1.08K) | $20.49(+1003.08%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.24% | 62.2K | $23.2M | +0.14%(+89) | $141.77(+242.87%) | 2026-06-30 | |
| DUK | DUKE ENERGY CORP NEW | 2% | 163.6K | $20.7M | -0.08%(-129) | $102.35(+21.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.66% | +62.90% | +10.24% | +62.83% |
| Top 20 Holdings Unweighted | +20.53% | +75.11% | +11.11% | +69.38% |
Laurel Wealth Advisors LLC reports $1.03B in US-listed equity holdings across 200 positions in its most recent 13F filing. Its largest disclosed positions are BRK.A (19.0%), AMZN (7.3%) and VIG (4.1%). The top 20 holdings account for 63.75% of reported assets. Its disclosed equity book has returned +62.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Laurel Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1757128). View Laurel Wealth Advisors LLC’s 13F filings on SEC