13F Insight
DOSSIER · 13F-HR · Q3 2026

Laurel Wealth Advisors LLC

$1.1B in tracked AUM across 737 positions as of Q3 2026.

LW
CIK 0001757128 · last filed Sep 30, 2026
Total AUM
$1.1B
as of Q3 2026
Holdings
737
+537 QoQ
positions
Whale Score
62
62
tracked
Activity
695
+538 new, −1 sold
changes this Q
AI Analysis · Q3 2026

Laurel Wealth Advisors LLC filed its latest 13F-HR for Q3 2026. 695 position changes this quarter — 538 new, 1 exited, 78 added, 78 trimmed.

Quarter at a glance — Q3 2026

695 material changes this filing.

TRIM
MSFTMICROSOFT CORP
-635 sh
+$8M
2.9%
ADD
SPCXSPACE EXPLORATION TECHN CORP
+35K sh
+$5M
0.5%
TRIM
AAPLAPPLE INC
-2K sh
+$5M
3.9%
NEW
XOMEXXONMOBIL HOLDINGS CORP
+29K sh
+$5M
0.4%
EXIT
XOMEXXON MOBIL CORP
-29K sh
$-4M
—
ADD
AMZNAMAZON COM INC
+564 sh
+$4M
7.3%
TRIM
NVDANVIDIA CORPORATION
-5K sh
+$3M
2.7%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
BRK/A
BERKSHIRE HATHAWAY INC DEL
$196M26218.2%02
AMZN
AMAZON COM INC
$79M316K7.3%03
AAPL
APPLE INC
$42M128K3.9%04
VIG
VANGUARD SPECIALIZED FUNDS
$41M174K3.8%05
TFLO
ISHARES TR
$34M672K3.2%06
GOOGL
ALPHABET INC
$33M95K3.0%07
MSFT
MICROSOFT CORP
$32M62K2.9%08
SGOV
ISHARES TR
$30M302K2.8%09
NVDA
NVIDIA CORPORATION
$29M127K2.7%10
DUK
DUKE ENERGY CORP NEW
$21M183K1.9%

Filing history

2026Q3Sep 30
$1.1B▲ 4.1%
737 positionsView →2026Q2Jun 30
$1.0B▲ 2.2%
200 positionsView →2026Q1Mar 31
$1.0B▲ 33.7%
192 positionsView →2025Q4Dec 31
$756M▲ 5.7%
703 positionsView →2025Q3Sep 30
$715M▼ 89.7%
164 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 32