Laurel Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Laurel Wealth Advisors LLC

Investment Activity

Laurel Wealth Advisors LLC has $1.01 billion in total holdings as of March 31, 2026.
Laurel Wealth Advisors LLC owns shares of 192 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 26.20% of the portfolio was purchased this quarter.
About 2.36% of the portfolio was sold this quarter.
This quarter, Laurel Wealth Advisors LLC has purchased 703 new stocks and bought additional shares in 92 stocks.
Laurel Wealth Advisors LLC sold shares of 63 stocks and completely divested from 513 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $187,955,345
Amazon.com: $71,104,896
Vanguard Dividend Appreciation ETF: $40,202,370
Apple: $38,360,840
Alphabet: $33,113,292

Largest New Holdings this Quarter

36164V800 - GCI LIBERTY INC: $9,026,875 Holding
941848103 - Waters: $303,992 Holding

Largest Purchases this Quarter

Berkshire Hathaway: 232 shares (about $166.43M)
Amazon.com: 203,518 shares (about $55.50M)
GCI LIBERTY INC: 343,750 shares (about $9.03M)
Vanguard Growth ETF: 92,552 shares (about $8.04M)
iShares 0-3 Month Treasury Bond ETF: 25,949 shares (about $2.61M)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 1,413 shares (about $512.84K)
WisdomTree Floating Rate Treasury Fund: 9,370 shares (about $472.25K)
Alphabet: 1,150 shares (about $460.92K)
iShares iBonds Dec 2026 Term Corporate ETF: 11,902 shares (about $288.03K)
Vanguard FTSE Developed Markets ETF: 3,000 shares (about $212.49K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.A Berkshire Hathaway	$187,955,345	$166,433,741 â–²	773.3%	262	18.6%	Finance
AMZN Amazon.com	$71,104,896	$55,495,320 â–²	355.5%	260,763	7.0%	Retail/Wholesale
VIG Vanguard Dividend Appreciation ETF	$40,202,370	$350,528 â–²	0.9%	176,280	4.0%	ETF
AAPL Apple	$38,360,840	$145,780 â–²	0.4%	130,782	3.8%	Computer and Technology
GOOGL Alphabet	$33,113,292	$460,920 â–¼	-1.4%	82,618	3.3%	Computer and Technology
TFLO iShares Treasury Floating Rate Bond ETF	$32,185,835	$1,839,605 â–²	6.1%	636,839	3.2%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$28,881,563	$2,607,355 â–²	9.9%	287,436	2.9%	ETF
NVDA NVIDIA	$28,638,671	$494,746 â–²	1.8%	133,079	2.8%	Computer and Technology
MSFT Microsoft	$25,766,199	$1,072,675 â–²	4.3%	62,069	2.5%	Computer and Technology
DUK Duke Energy	$20,327,780	$1,294,226 â–²	6.8%	163,709	2.0%	Utilities
IJR iShares Core S&P Small-Cap ETF	$17,807,287	$434,834 â–²	2.5%	128,712	1.8%	ETF
SPY SPDR S&P 500 ETF Trust	$17,168,517	$536,240 â–²	3.2%	23,276	1.7%	Finance
JPM JPMorgan Chase & Co.	$16,841,934	$9,667 â–²	0.1%	55,750	1.7%	Finance
WALMART INC	$15,144,378	$196,819 â–¼	-1.3%	116,111	1.5%	COM
LLY Eli Lilly and Company	$13,471,975	$148,909 â–¼	-1.1%	14,204	1.3%	Medical
MA Mastercard	$11,840,126	$201,167 â–²	1.7%	23,896	1.2%	Business Services
JNJ Johnson & Johnson	$10,995,895	$17,706 â–¼	-0.2%	49,683	1.1%	Medical
BAC Bank of America	$10,718,044	$770 â–¼	0.0%	208,888	1.1%	Finance
VUG Vanguard Growth ETF	$9,753,359	$8,037,225 â–²	468.3%	112,314	1.0%	ETF
CSCO Cisco Systems	$9,572,987	$227,229 â–²	2.4%	99,130	0.9%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$9,434,489	$506,932 â–²	5.7%	96,963	0.9%	ETF
GOOG Alphabet	$9,117,476	$11,117 â–²	0.1%	22,963	0.9%	Computer and Technology
GCI LIBERTY INC	$9,026,875	$9,026,875 â–²	New Holding	343,750	0.9%	COM SER C
HD Home Depot	$8,999,737	$256,500 â–²	2.9%	28,350	0.9%	Retail/Wholesale
BRK.B Berkshire Hathaway	$8,304,678	$50,450 â–²	0.6%	17,449	0.8%	Finance
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF	$8,128,359	$776,150 â–²	10.6%	161,855	0.8%	ETF
AMGN Amgen	$7,743,869	$34,497 â–²	0.4%	23,346	0.8%	Medical
USFR WisdomTree Floating Rate Treasury Fund	$7,652,787	$472,248 â–¼	-5.8%	151,841	0.8%	Finance
XLK Technology Select Sector SPDR Fund	$7,405,571	$411,596 â–²	5.9%	42,192	0.7%	ETF
KO CocaCola	$7,285,943	$203,657 â–²	2.9%	92,909	0.7%	Consumer Staples
META Meta Platforms	$6,948,652	$84,130 â–²	1.2%	11,398	0.7%	Computer and Technology
PG Procter & Gamble	$6,822,743	$204,110 â–²	3.1%	46,597	0.7%	Consumer Staples
ABBV AbbVie	$6,147,741	$21,163 â–²	0.3%	30,502	0.6%	Medical
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$6,114,726	$66,903 â–²	1.1%	311,024	0.6%	ETF
IWM iShares Russell 2000 ETF	$5,832,875	$1,105,137 â–²	23.4%	20,526	0.6%	Finance
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$5,822,517	$288,028 â–¼	-4.7%	240,600	0.6%	ETF
XLF Financial Select Sector SPDR Fund	$5,618,107	$33,357 â–²	0.6%	109,643	0.6%	ETF
TJX TJX Companies	$5,557,471	$130,970 â–²	2.4%	36,238	0.5%	Retail/Wholesale
MCD McDonald's	$5,527,160	$84,931 â–²	1.6%	20,044	0.5%	Retail/Wholesale
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$5,435,259	$398,923 â–²	7.9%	265,848	0.5%	ETF
IYW iShares U.S. Technology ETF	$5,397,170	$58,229 â–²	1.1%	22,616	0.5%	Manufacturing
PRF Invesco RAFI US 1000 ETF	$5,321,275	$53,516 â–²	1.0%	101,223	0.5%	ETF
CRWD CrowdStrike	$5,320,451	$393,189 â–²	8.0%	10,081	0.5%	Computer and Technology
CVX Chevron	$5,236,631	$282,600 â–²	5.7%	28,833	0.5%	Energy
PEP PepsiCo	$4,669,973	$133,127 â–²	2.9%	30,203	0.5%	Consumer Staples
CIBR First Trust Nasdaq Cybersecurity ETF	$4,536,298	$66,658 â–²	1.5%	60,227	0.4%	Manufacturing
RTX RTX	$4,404,025	$85,228 â–²	2.0%	25,010	0.4%	Aerospace
GLD SPDR Gold Shares	$4,365,028	$140,975 â–²	3.3%	10,063	0.4%	Finance
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$4,363,860	$232,459 â–²	5.6%	172,689	0.4%	ETF
SO Southern	$4,252,636	$43,605 â–¼	-1.0%	46,325	0.4%	Utilities
XOM ExxonMobil	$4,242,645	$56,382 â–²	1.3%	29,347	0.4%	Energy
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$4,056,145	$108,298 â–²	2.7%	167,679	0.4%	ETF
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$3,872,925	$1,034,201 â–²	36.4%	207,386	0.4%	ETF
ABT Abbott Laboratories	$3,746,760	$10,540 â–¼	-0.3%	44,435	0.4%	Medical
EFA iShares MSCI EAFE ETF	$3,739,080	$51,460 â–¼	-1.4%	35,967	0.4%	Finance
GCOW Pacer Global Cash Cows Dividend ETF	$3,586,770	$96,153 â–²	2.8%	78,709	0.4%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$3,571,524	$4,827 â–¼	-0.1%	62,890	0.4%	ETF
UPS United Parcel Service	$3,466,530	$731,361 â–²	26.7%	34,397	0.3%	Transportation
HON Honeywell International	$3,393,936	$20,246 â–¼	-0.6%	15,925	0.3%	Multi-Sector Conglomerates
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$3,355,068	$263,668 â–²	8.5%	144,615	0.3%	ETF
XLC Communication Services Select Sector SPDR Fund	$3,285,661	$153,191 â–²	4.9%	28,097	0.3%	ETF
NFLX Netflix	$3,124,268	$56,431 â–²	1.8%	35,710	0.3%	Consumer Discretionary
ADP Automatic Data Processing	$3,123,923	$61,341 â–¼	-1.9%	14,667	0.3%	Computer and Technology
UNP Union Pacific	$3,109,238	$202,201 â–²	7.0%	11,748	0.3%	Transportation
ENB Enbridge	$3,033,088	$134,886 â–¼	-4.3%	56,598	0.3%	Energy
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$3,027,882	$52,603 â–¼	-1.7%	154,839	0.3%	ETF
VOO Vanguard S&P 500 ETF	$2,939,808	$94,920 â–²	3.3%	4,336	0.3%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$2,902,571	$504,913 â–²	21.1%	35,268	0.3%	Manufacturing
XLU Utilities Select Sector SPDR Fund	$2,612,431	$13,014 â–¼	-0.5%	58,417	0.3%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$2,605,669	$277,079 â–²	11.9%	51,854	0.3%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$2,594,782	$389,108 â–²	17.6%	118,700	0.3%	ETF
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF	$2,581,369	$658,369 â–²	34.2%	52,265	0.3%	ETF
XLI Industrial Select Sector SPDR Fund	$2,539,428	$142,369 â–²	5.9%	14,662	0.3%	ETF
CRM Salesforce	$2,514,208	$81,455 â–¼	-3.1%	13,828	0.2%	Computer and Technology
SYLD Cambria Shareholder Yield ETF	$2,507,179	$219,659 â–²	9.6%	31,902	0.2%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$2,471,928	$33,083 â–²	1.4%	29,365	0.2%	ETF
TFC Truist Financial	$2,426,034		0.0%	49,400	0.2%	Finance
DIS Walt Disney	$2,405,232	$24,952 â–²	1.0%	22,267	0.2%	Consumer Discretionary
XLE Energy Select Sector SPDR Fund	$2,352,508	$206,649 â–²	9.6%	42,235	0.2%	ETF
IYH iShares U.S. Healthcare ETF	$2,319,897	$26,585 â–²	1.2%	38,396	0.2%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$2,233,713	$126,693 â–²	6.0%	18,583	0.2%	Finance
DVY iShares Select Dividend ETF	$2,175,800	$152 â–¼	0.0%	14,288	0.2%	ETF
IYJ iShares U.S. Industrials ETF	$2,152,240	$87,285 â–²	4.2%	13,685	0.2%	ETF
IVV iShares Core S&P 500 ETF	$2,144,612	$58,543 â–²	2.8%	2,894	0.2%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$2,061,411	$6,130 â–²	0.3%	34,300	0.2%	ETF
VZ Verizon Communications	$2,043,327	$10,672 â–²	0.5%	43,272	0.2%	Computer and Technology
NKE NIKE	$2,038,005	$308,011 â–²	17.8%	46,171	0.2%	Consumer Discretionary
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	$1,944,580	$79,531 â–¼	-3.9%	38,583	0.2%	Manufacturing
WFC Wells Fargo & Company	$1,926,554	$56,654 â–²	3.0%	25,470	0.2%	Finance
IWF iShares Russell 1000 Growth ETF	$1,801,214	$1,350,911 â–²	300.0%	14,580	0.2%	ETF
VTES Vanguard Short-Term Tax-Exempt Bond ETF	$1,797,946	$334,057 â–²	22.8%	17,788	0.2%	ETF
AXP American Express	$1,699,583	$3,792 â–¼	-0.2%	5,378	0.2%	Finance
BLACKROCK INC	$1,695,402	$31,457 â–²	1.9%	1,563	0.2%	COM
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$1,626,589	$319,609 â–²	24.5%	77,790	0.2%	ETF
ORCL Oracle	$1,623,054	$41,541 â–²	2.6%	8,283	0.2%	Computer and Technology
CL Colgate-Palmolive	$1,559,227	$87,548 â–²	5.9%	17,810	0.2%	Consumer Staples
IBM International Business Machines	$1,505,150	$66,400 â–²	4.6%	6,551	0.1%	Computer and Technology
SOUTHSTATE BK CORP	$1,446,993		0.0%	15,029	0.1%	COM
IVE iShares S&P 500 Value ETF	$1,380,676	$2,242 â–¼	-0.2%	6,157	0.1%	ETF
COST Costco Wholesale	$1,345,486	$7,060 â–¼	-0.5%	1,334	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Laurel Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Laurel Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Laurel Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Laurel Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLaurel Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools