DOSSIER · 13F-HR · Q2 2026

Laurel Wealth Advisors LLC

$1.0B in tracked AUM across 200 positions as of Q2 2026.

LW
CIK 0001757128 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
200
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Laurel Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/A
BERKSHIRE HATHAWAY INC DEL
$196M26219.0%
02
AMZN
AMAZON COM INC
$75M315K7.3%
03
VIG
VANGUARD SPECIALIZED FUNDS
$42M177K4.1%
04
AAPL
APPLE INC
$38M130K3.6%
05
TFLO
ISHARES TR
$33M660K3.2%
06
GOOGL
ALPHABET INC
$33M92K3.2%
07
SGOV
ISHARES TR
$30M295K2.9%
08
NVDA
NVIDIA CORPORATION
$26M132K2.6%
09
MSFT
MICROSOFT CORP
$23M62K2.2%
10
DUK
DUKE ENERGY CORP NEW
$21M164K2.0%

Filing history

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 positionsView →
2025Q2Jun 30
$7.0B 991.8%
698 positionsLocked
2025Q1Mar 31
$639M 0.2%
696 positionsLocked
2024Q4Dec 31
$640M 2.0%
734 positionsLocked
2024Q3Sep 30
$628M 8.9%
699 positionsLocked
2024Q2Jun 30
$576M 1.7%
651 positionsLocked
2024Q1Mar 31
$586M 11.3%
637 positionsLocked
2023Q4Dec 31
$527M 11.5%
578 positionsLocked
2023Q3Sep 30
$473M 5.3%
593 positionsLocked
Showing 12 of 31