Laurel Wealth Planning LLC

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...