13F Insight
DOSSIER · 13F-HR · Q2 2026

Laurel Wealth Planning LLC

$226M in tracked AUM across 67 positions as of Q2 2026.

LW
CIK 0001842010 · last filed Jun 30, 2026
Total AUM
$226M
as of Q2 2026
Holdings
67
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of Laurel Wealth Planning LLC SEC 13F Filing
1. Portfolio Overview

Strategy and Structure Laurel Wealth Planning LLC manages a highly diversified, ETF-centric portfolio with a total value of $180.47 million as of December 31, 2025. The firm employs a "core-satellite" approach heavily weighted toward passive indexing, evidenced by the fact that approximately 80% of the portfolio is allocated to ETFs ($144.37M). The portfolio saw substantial growth during the quar...

Diversification The portfolio consists of 57 holdings, indicating a broad diversification strategy to mitigate unsystematic risk. The largest single position, VOO, constitutes 8.57% of the portfolio, ensuring that no single security dominates the performance. The firm utilizes a multi-manager approach, holding funds from Vanguard, iShares, SPDR, Pacer, and Dimensional, among others.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

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
VOO
VANGUARD INDEX FDS
$17M25K7.5%02
ESGU
ISHARES TR
$12M71K5.1%03
IFRA
ISHARES TR
$11M181K5.1%04
EFIV
SPDR SERIES TRUST
$11M155K5.0%05
NULG
NUSHARES ETF TR
$10M86K4.5%06
DFIV
DIMENSIONAL ETF TRUST
$10M176K4.2%07
ESGD
ISHARES TR
$9M89K4.1%08
SPYV
SPDR SERIES TRUST
$8M128K3.5%09
LVHI
LEGG MASON ETF INVT
$8M189K3.4%10
ESGE
ISHARES INC
$7M129K3.1%

Filing history

2026Q2Jun 30
$226M▲ 19.2%
67 positionsView →2026Q1Mar 31
$190M▲ 5.1%
59 positionsView →2025Q4Dec 31
$180M▼ 4.6%
57 positionsView →2025Q3Sep 30
$189M▲ 7.5%
57 positionsView →2025Q2Jun 30
$176M▲ 16.9%
56 positionsLocked2025Q1Mar 31
$150M▼ 2.9%
56 positionsLocked2024Q4Dec 31
$155M▲ 1.3%
54 positionsLocked2024Q3Sep 30
$153M▲ 6.6%
54 positionsLocked2024Q2Jun 30
$144M▼ 4.5%
51 positionsLocked2024Q1Mar 31
$151M▲ 6.6%
53 positionsLocked2023Q4Dec 31
$141M▲ 9.9%
52 positionsLocked2023Q3Sep 30
$128M▼ 8.3%
51 positionsLocked
Showing 12 of 23