StockDriftsStockDriftsTop 50 Laurel Wealth Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 7.47% | 24.6K | $16.9M | -0.29%(-71) | $391.88(+81.86%) | 2026-06-30 | |
| ESGU | ISHARES TR | 5.12% | 70.6K | $11.6M | +0.48%(+336) | $94.99(+79.02%) | 2026-06-30 | |
| IFRA | ISHARES TR | 5.05% | 181.1K | $11.4M | -1.79%(-3.29K) | $38.06(+62.49%) | 2026-06-30 | |
| EFIV | SPDR SERIES TRUST | 5.01% | 155.4K | $11.3M | -1.67%(-2.65K) | $43.85(+73.47%) | 2026-06-30 | |
| NULG | NUSHARES ETF TR | 4.47% | 86.3K | $10.1M | -0.81%(-709) | $78.25(+50.93%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.21% | 176.0K | $9.5M | +15.32%(+23.38K) | $39.89(+45.62%) | 2026-06-30 | |
| ESGD | ISHARES TR | 4.06% | 89.2K | $9.2M | -3.67%(-3.40K) | $71.82(+50.11%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 3.45% | 128.3K | $7.8M | -2.34%(-3.07K) | $43.71(+45.08%) | 2026-06-30 | |
| LVHI | LEGG MASON ETF INVT | 3.39% | 188.7K | $7.7M | new | $40.28(+6.40%) | 2026-06-30 | |
| ESGE | ISHARES INC | 3.12% | 128.7K | $7.0M | -2.62%(-3.46K) | $34.92(+53.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.46% | +49.95% | +7.06% | +40.64% |
| Top 20 Holdings Unweighted | +14.19% | +48.89% | +6.81% | +38.99% |
Laurel Wealth Planning LLC reports $226.00M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are VOO (7.5%), ESGU (5.1%) and IFRA (5.0%). The top 20 holdings account for 71.14% of reported assets. Its disclosed equity book has returned +49.95% 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 Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842010). View Laurel Wealth Planning LLC’s 13F filings on SEC