Laurel Wealth Planning LLC Top Holdings and 13F Report (2025) About Laurel Wealth Planning LLCInvestment ActivityLaurel Wealth Planning LLC has $175.92 million in total holdings as of June 30, 2025.Laurel Wealth Planning LLC owns shares of 56 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 13.15% of the portfolio was purchased this quarter.About 5.75% of the portfolio was sold this quarter.This quarter, Laurel Wealth Planning LLC has purchased 56 new stocks and bought additional shares in 17 stocks.Laurel Wealth Planning LLC sold shares of 29 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $12,969,829SPDR Bloomberg Short Term International Treasury Bond ETF $11,546,174SPDR S&P 500 ESG ETF $10,379,686iShares ESG Aware MSCI USA ETF $10,215,692iShares U.S. Infrastructure ETF $9,626,385 Largest New Holdings this Quarter 78464A334 - SPDR Bloomberg Short Term International Treasury Bond ETF $11,546,174 Holding921943858 - Vanguard FTSE Developed Markets ETF $4,269,137 Holding Largest Purchases this Quarter SPDR Bloomberg Short Term International Treasury Bond ETF 411,335 shares (about $11.55M)Vanguard FTSE Developed Markets ETF 74,884 shares (about $4.27M)iShares Core S&P 500 ETF 4,256 shares (about $2.64M)Vanguard ESG U.S. Stock ETF 16,469 shares (about $1.81M)Nuveen ESG Large-Cap Value ETF 12,549 shares (about $525.99K) Largest Sales this Quarter WisdomTree International Hedged Quality Dividend Growth Fund 94,067 shares (about $4.24M)SPDR S&P 500 ESG ETF 20,248 shares (about $1.19M)iShares ESG Aware MSCI USA ETF 5,058 shares (about $684.35K)SPDR Portfolio S&P 500 ETF 8,980 shares (about $652.76K)VanEck Morningstar Wide Moat ETF 5,910 shares (about $554.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLaurel Wealth Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$12,969,829$248,229 ▲2.0%22,8337.4%ETFBWZSPDR Bloomberg Short Term International Treasury Bond ETF$11,546,174$11,546,174 ▲New Holding411,3356.6%ETFEFIVSPDR S&P 500 ESG ETF$10,379,686$1,185,520 ▼-10.3%177,2795.9%ETFESGUiShares ESG Aware MSCI USA ETF$10,215,692$684,347 ▼-6.3%75,5045.8%ManufacturingIFRAiShares U.S. Infrastructure ETF$9,626,385$118,351 ▼-1.2%195,6985.5%ETFSPYVSPDR Portfolio S&P 500 Value ETF$8,199,061$282,427 ▲3.6%156,6504.7%ETFESGDiShares ESG Aware MSCI EAFE ETF$8,181,385$346,441 ▼-4.1%91,6994.7%ManufacturingEPIWisdomTree India Earnings Fund$6,869,811$439,762 ▲6.8%144,7193.9%FinanceIVWiShares S&P 500 Growth ETF$6,377,433$41,838 ▲0.7%57,9243.6%ETFMOATVanEck Morningstar Wide Moat ETF$6,085,377$554,299 ▼-8.3%64,8833.5%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$6,068,694$351,205 ▲6.1%172,8483.4%ETFESGEiShares ESG Aware MSCI EM ETF$5,638,992$313,634 ▼-5.3%143,9623.2%ManufacturingIVViShares Core S&P 500 ETF$5,603,737$2,642,604 ▲89.2%9,0253.2%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$5,196,237$152,605 ▲3.0%157,4143.0%ETFEWJiShares MSCI Japan ETF$5,089,264$21,366 ▼-0.4%67,8842.9%ETFDFIVDimensional International Value ETF$5,024,302$104,034 ▼-2.0%117,3082.9%ETFVEAVanguard FTSE Developed Markets ETF$4,269,137$4,269,137 ▲New Holding74,8842.4%ETFDSIiShares ESG MSCI KLD 400 ETF$4,229,502$90,489 ▼-2.1%36,4112.4%ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$3,739,244$452,344 ▼-10.8%37,8602.1%ETFNULGNuveen ESG Large-Cap Growth ETF$3,460,931$59,940 ▲1.8%36,8382.0%ETFBGRNiShares USD Green Bond ETF$3,023,041$196,114 ▲6.9%63,4161.7%ManufacturingESGVVanguard ESG U.S. Stock ETF$2,916,424$1,805,661 ▲162.6%26,6001.7%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,551,500$60,798 ▲2.4%50,1081.5%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$2,405,200$252,237 ▲11.7%58,1951.4%ETFBRK.BBerkshire Hathaway$2,126,702$2,915 ▼-0.1%4,3781.2%FinanceFVDFirst Trust Value Line Dividend Index Fund$2,079,623$69,598 ▼-3.2%46,5241.2%ETFFSMDFidelity Small-Mid Multifactor ETF$2,065,124$216,142 ▲11.7%49,7981.2%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,787,804$48,789 ▼-2.7%24,5511.0%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$1,706,823$5,175 ▲0.3%38,5891.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,506,369$57,578 ▼-3.7%37,2030.9%ETFSPLGSPDR Portfolio S&P 500 ETF$1,320,705$652,756 ▼-33.1%18,1690.8%ETFIJRiShares Core S&P Small-Cap ETF$1,129,513$147,651 ▼-11.6%10,3350.6%ETFSPYSPDR S&P 500 ETF Trust$1,122,011$72,288 ▼-6.1%1,8160.6%FinanceADMArcher Daniels Midland$1,100,780$218,932 ▼-16.6%20,8560.6%Consumer StaplesNULVNuveen ESG Large-Cap Value ETF$1,024,361$525,991 ▲105.5%24,4390.6%ETFVBVanguard Small-Cap ETF$1,008,824$12,560 ▼-1.2%4,2570.6%ETFVOOGVanguard S&P 500 Growth ETF$832,7340.0%2,1000.5%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$801,409$8,289 ▼-1.0%5,8010.5%ETFVXUSVanguard Total International Stock ETF$709,278$9,604 ▼-1.3%10,2660.4%ETFECLEcolab$676,2950.0%2,5100.4%Basic MaterialsSHESPDR MSCI USA Gender Diversity ETF$670,416$14,854 ▲2.3%5,3710.4%ETFNUSCNuveen ESG Small-Cap ETF$612,160$85,636 ▼-12.3%15,0260.3%ETFAAPLApple$509,848$5,745 ▼-1.1%2,4850.3%Computer and TechnologyIYYiShares Dow Jones U.S. ETF$430,5950.0%2,8540.2%ETFVUGVanguard Growth ETF$407,274$7,453 ▼-1.8%9290.2%ETFDFSUDimensional US Sustainability Core 1 ETF$284,4450.0%7,2470.2%ETFINDAiShares MSCI India ETF$252,398$17,706 ▲7.5%4,5330.1%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$250,073$4,237,726 ▼-94.4%5,5510.1%FinancePRFInvesco RAFI US 1000 ETF$245,6310.0%5,8110.1%ETFVSGXVanguard ESG International Stock ETF$245,232$10,546 ▼-4.1%3,7440.1%ETFMSFTMicrosoft$245,224$37,306 ▼-13.2%4930.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$242,233$30,393 ▼-11.1%7970.1%ETFPWZInvesco California AMT-Free Municipal Bond ETF$227,542$12,580 ▼-5.2%9,7490.1%ETFVTVVanguard Value ETF$213,8560.0%1,2100.1%ETFABBVAbbVie$209,3800.0%1,1280.1%MedicalNOBLProShares S&P 500 Aristocrats ETF$208,2480.0%2,0680.1%ETFUNHUnitedHealth Group$0$285,444 ▼-100.0%00.0%MedicalDGSWisdomTree Emerging Markets SmallCap Dividend Fund$0$230,053 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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