Laurel Wealth Planning LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$180.5M
Holdings
57
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 24,652 | $15.5M | 8.57% | |
| 2 | ESGUISHARES TR | 72,346 | $10.8M | 5.97% | |
| 3 | EFIVSPDR SERIES TRUST | 160,066 | $10.6M | 5.87% | |
| 4 | IFRAISHARES TR | 191,860 | $10.1M | 5.59% | |
| 5 | SPYVSPDR SERIES TRUST | 163,295 | $9.3M | 5.14% | |
| 6 | ESGDISHARES TR | 91,706 | $8.7M | 4.83% | |
| 7 | EPIWISDOMTREE TR | 143,905 | $6.7M | 3.69% | |
| 8 | MOATVANECK ETF TRUST | 64,078 | $6.6M | 3.68% | |
| 9 | IVWISHARES TR | 52,558 | $6.5M | 3.59% | |
| 10 | COWGPACER FDS TR | 177,000 | $6.2M | 3.45% | |
| 11 | ESGEISHARES INC | 138,244 | $6.1M | 3.38% | |
| 12 | FNDESCHWAB STRATEGIC TR | 157,424 | $5.7M | 3.15% | |
| 13 | DFIVDIMENSIONAL ETF TRUST | 109,702 | $5.5M | 3.03% | |
| 14 | EWJISHARES INC | 66,464 | $5.4M | 2.97% | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 83,504 | $5.2M | 2.89% | |
| 16 | AVDVAMERICAN CENTY ETF TR | 48,565 | $4.6M | 2.53% | |
| 17 | DSIISHARES TR | 34,440 | $4.4M | 2.46% | |
| 18 | EMNTPIMCO ETF TR | 44,308 | $4.4M | 2.42% | |
| 19 | IVVISHARES TR | 6,070 | $4.2M | 2.30% | |
| 20 | NULGNUSHARES ETF TR | 35,410 | $3.5M | 1.92% | |
| 21 | BGRNISHARES TR | 69,660 | $3.3M | 1.85% | |
| 22 | JMSTJ P MORGAN EXCHANGE TRADED F | 54,768 | $2.8M | 1.55% | |
| 23 | ESMLISHARES TR | 59,422 | $2.7M | 1.51% | |
| 24 | ESGVVANGUARD WORLD FD | 19,376 | $2.3M | 1.30% | |
| 25 | FSMDFIDELITY COVINGTON TRUST | 52,195 | $2.3M | 1.28% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,451 | $2.2M | 1.24% | |
| 27 | MINOPIMCO ETF TR | 49,249 | $2.2M | 1.24% | |
| 28 | FVDFIRST TR EXCHANGE-TRADED FD | 42,150 | $1.9M | 1.08% | |
| 29 | CGMMCAPITAL GROUP EQUITY ETF TR | 62,608 | $1.8M | 1.00% | |
| 30 | SPLVINVESCO EXCH TRADED FD TR II | 23,286 | $1.7M | 0.92% | |
| 31 | SPDWSPDR INDEX SHS FDS | 35,020 | $1.6M | 0.86% | |
| 32 | SPYSPDR S&P 500 ETF TR | 1,812 | $1.2M | 0.68% | |
| 33 | IJRISHARES TR | 9,244 | $1.1M | 0.62% | |
| 34 | ADMARCHER DANIELS MIDLAND CO | 19,093 | $1.1M | 0.61% | |
| 35 | VBVANGUARD INDEX FDS | 4,095 | $1.1M | 0.59% | |
| 36 | GLTRABRDN PRECIOUS METALS BASKET | 5,070 | $1.0M | 0.58% | |
| 37 | AAPLAPPLE INC | 3,699 | $1.0M | 0.56% | |
| 38 | VOOGVANGUARD ADMIRAL FDS INC | 1,985 | $882K | 0.49% | |
| 39 | NULVNUSHARES ETF TR | 18,916 | $852K | 0.47% | |
| 40 | VXUSVANGUARD STAR FDS | 9,444 | $712K | 0.39% | |
| 41 | INDAISHARES TR | 12,913 | $697K | 0.39% | |
| 42 | ECLECOLAB INC | 2,510 | $658K | 0.36% | |
| 43 | SPYMSPDR SERIES TRUST | 7,976 | $639K | 0.35% | |
| 44 | NUSCNUSHARES ETF TR | 14,123 | $630K | 0.35% | |
| 45 | SHESPDR SERIES TRUST | 4,711 | $622K | 0.34% | |
| 46 | VUGVANGUARD INDEX FDS | 990 | $482K | 0.27% | |
| 47 | IYY*ISHARES TR | 2,854 | $473K | 0.26% | |
| 48 | DFSUDIMENSIONAL ETF TRUST | 7,247 | $314K | 0.17% | |
| 49 | PWZINVESCO EXCH TRADED FD TR II | 11,602 | $280K | 0.16% | |
| 50 | MSFTMICROSOFT CORP | 575 | $278K | 0.15% | |
| 51 | PRFINVESCO EXCHANGE TRADED FD T | 5,811 | $272K | 0.15% | |
| 52 | VSGXVANGUARD WORLD FD | 3,744 | $268K | 0.15% | |
| 53 | VTIVANGUARD INDEX FDS | 797 | $267K | 0.15% | |
| 54 | ABBVABBVIE INC | 1,031 | $235K | 0.13% | |
| 55 | VTVVANGUARD INDEX FDS | 1,210 | $231K | 0.13% | |
| 56 | NOBLPROSHARES TR | 2,068 | $215K | 0.12% | |
| 57 | AQLTISHARES TR | 2,314 | $207K | 0.11% |