Laurel Wealth Planning LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$175.9B
Holdings
56
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 22,833 | $13.0B | 7.37% | |
| 2 | BWZSPDR SERIES TRUST | 411,335 | $11.5B | 6.56% | |
| 3 | EFIVSPDR SERIES TRUST | 177,279 | $10.4B | 5.90% | |
| 4 | ESGUISHARES TR | 75,504 | $10.2B | 5.81% | |
| 5 | IFRAISHARES TR | 195,698 | $9.6B | 5.47% | |
| 6 | SPYVSPDR SERIES TRUST | 156,650 | $8.2B | 4.66% | |
| 7 | ESGDISHARES TR | 91,699 | $8.2B | 4.65% | |
| 8 | EPIWISDOMTREE TR | 144,719 | $6.9B | 3.91% | |
| 9 | IVWISHARES TR | 57,924 | $6.4B | 3.63% | |
| 10 | MOATVANECK ETF TRUST | 64,883 | $6.1B | 3.46% | |
| 11 | COWGPACER FDS TR | 172,848 | $6.1B | 3.45% | |
| 12 | ESGEISHARES INC | 143,962 | $5.6B | 3.21% | |
| 13 | IVVISHARES TR | 9,025 | $5.6B | 3.19% | |
| 14 | FNDESCHWAB STRATEGIC TR | 157,414 | $5.2B | 2.95% | |
| 15 | EWJISHARES INC | 67,884 | $5.1B | 2.89% | |
| 16 | DFIVDIMENSIONAL ETF TRUST | 117,308 | $5.0B | 2.86% | |
| 17 | VEAVANGUARD TAX-MANAGED FDS | 74,884 | $4.3B | 2.43% | |
| 18 | DSIISHARES TR | 36,411 | $4.2B | 2.40% | |
| 19 | EMNTPIMCO ETF TR | 37,860 | $3.7B | 2.13% | |
| 20 | NULGNUSHARES ETF TR | 36,838 | $3.5B | 1.97% | |
| 21 | BGRNISHARES TR | 63,416 | $3.0B | 1.72% | |
| 22 | ESGVVANGUARD WORLD FD | 26,600 | $2.9B | 1.66% | |
| 23 | JMSTJ P MORGAN EXCHANGE TRADED F | 50,108 | $2.6B | 1.45% | |
| 24 | ESMLISHARES TR | 58,195 | $2.4B | 1.37% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,378 | $2.1B | 1.21% | |
| 26 | FVDFIRST TR EXCHANGE-TRADED FD | 46,524 | $2.1B | 1.18% | |
| 27 | FSMDFIDELITY COVINGTON TRUST | 49,798 | $2.1B | 1.17% | |
| 28 | SPLVINVESCO EXCH TRADED FD TR II | 24,551 | $1.8B | 1.02% | |
| 29 | MINOPIMCO ETF TR | 38,589 | $1.7B | 0.97% | |
| 30 | SPDWSPDR INDEX SHS FDS | 37,203 | $1.5B | 0.86% | |
| 31 | SPYMSPDR SERIES TRUST | 18,169 | $1.3B | 0.75% | |
| 32 | IJRISHARES TR | 10,335 | $1.1B | 0.64% | |
| 33 | SPYSPDR S&P 500 ETF TR | 1,816 | $1.1B | 0.64% | |
| 34 | ADMARCHER DANIELS MIDLAND CO | 20,856 | $1.1B | 0.63% | |
| 35 | NULVNUSHARES ETF TR | 24,439 | $1.0B | 0.58% | |
| 36 | VBVANGUARD INDEX FDS | 4,257 | $1.0B | 0.57% | |
| 37 | VOOGVANGUARD ADMIRAL FDS INC | 2,100 | $832.7M | 0.47% | |
| 38 | GLTRABRDN PRECIOUS METALS BASKET | 5,801 | $801.4M | 0.46% | |
| 39 | VXUSVANGUARD STAR FDS | 10,266 | $709.3M | 0.40% | |
| 40 | ECLECOLAB INC | 2,510 | $676.3M | 0.38% | |
| 41 | SHESPDR SERIES TRUST | 5,371 | $670.4M | 0.38% | |
| 42 | NUSCNUSHARES ETF TR | 15,026 | $612.2M | 0.35% | |
| 43 | AAPLAPPLE INC | 2,485 | $509.8M | 0.29% | |
| 44 | IYY*ISHARES TR | 2,854 | $430.6M | 0.24% | |
| 45 | VUGVANGUARD INDEX FDS | 929 | $407.3M | 0.23% | |
| 46 | DFSUDIMENSIONAL ETF TRUST | 7,247 | $284.4M | 0.16% | |
| 47 | INDAISHARES TR | 4,533 | $252.4M | 0.14% | |
| 48 | IHDGWISDOMTREE TR | 5,551 | $250.1M | 0.14% | |
| 49 | PRFINVESCO EXCHANGE TRADED FD T | 5,811 | $245.6M | 0.14% | |
| 50 | VSGXVANGUARD WORLD FD | 3,744 | $245.2M | 0.14% | |
| 51 | MSFTMICROSOFT CORP | 493 | $245.2M | 0.14% | |
| 52 | VTIVANGUARD INDEX FDS | 797 | $242.2M | 0.14% | |
| 53 | PWZINVESCO EXCH TRADED FD TR II | 9,749 | $227.5M | 0.13% | |
| 54 | VTVVANGUARD INDEX FDS | 1,210 | $213.9M | 0.12% | |
| 55 | ABBVABBVIE INC | 1,128 | $209.4M | 0.12% | |
| 56 | NOBLPROSHARES TR | 2,068 | $208.2M | 0.12% |