13F Insight
DOSSIER · 13F-HR · Q1 2026

Laurel Wealth Advisors LLC

$1.0B in tracked AUM across 192 positions as of Q1 2026.

LW
CIK 0001757128 · last filed Mar 31, 2026
Total AUM
$1.0B
as of Q1 2026
Holdings
192
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Laurel Wealth Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/A
BERKSHIRE HATHAWAY INC DEL
$188M26218.6%02
AMZN
AMAZON COM INC
$71M261K7.0%03
VIG
VANGUARD SPECIALIZED FUNDS
$40M176K4.0%04
AAPL
APPLE INC
$38M131K3.8%05
GOOGL
ALPHABET INC
$33M83K3.3%06
TFLO
ISHARES TR
$32M637K3.2%07
SGOV
ISHARES TR
$29M287K2.9%08
NVDA
NVIDIA CORPORATION
$29M133K2.8%09
MSFT
MICROSOFT CORP
$26M62K2.5%10
DUK
DUKE ENERGY CORP NEW
$20M164K2.0%

Filing history

2026Q1Mar 31
$1.0B▲ 33.7%
192 positionsView →2025Q4Dec 31
$756M▲ 5.7%
703 positionsView →2025Q3Sep 30
$715M▼ 89.7%
164 positionsView →2025Q2Jun 30
$7.0B▲ 991.8%
698 positionsLocked2025Q1Mar 31
$639M▼ 0.2%
696 positionsLocked2024Q4Dec 31
$640M▲ 2.0%
734 positionsLocked2024Q3Sep 30
$628M▲ 8.9%
699 positionsLocked2024Q2Jun 30
$576M▼ 1.7%
651 positionsLocked2024Q1Mar 31
$586M▲ 11.3%
637 positionsLocked2023Q4Dec 31
$527M▲ 11.5%
578 positionsLocked2023Q3Sep 30
$473M▼ 5.3%
593 positionsLocked2023Q2Jun 30
$499M▲ 5.6%
588 positionsLocked
Showing 12 of 30